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How Can I View A Specific Contact's Past Invoices?

November 15, 2023 | By: PhotoBiz Knowledge Base

With the PhotoBiz Contact tool, effortlessly view the past invoices of a specific customer in one place for streamlined accessibility and enhanced customer insights.

STEP ONE

Login to your PhotoBiz account and select CONTACTS in the left side menu.

STEP TWO

Select the contact you wish to view favorites for by selecting their name.

STEP THREE

Select the Ecommerce option in the Contact Profile. Once this is selected, click on the report drop down menu, select invoices, then click the search button.

STEP FOUR

To view their invoice, select the date shown under the word INVOICES.

FINAL STEP

You will now be able to see an invoice associated with their account. You can view the invoice details, payment history, and automated emails that were sent to them.

You also have the option to resend the invoice, or print them.

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