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

How to View a Contact’s Orders, Quotes, and Invoices in PhotoBiz

Overview

The ECommerce section of a PhotoBiz contact profile gives you one place to review the Orders, Quotes, and Invoices associated with that contact. You can filter the results by year and Report Type, then open any listed result to view its details.

Orders also include management options such as updating the status, printing the order, resending a receipt link, and providing a new download link for eligible digital products or images. This guide walks you through finding and reviewing a contact’s ECommerce activity.

STEP ONE

This opens your Contacts area, where you can find and manage people in your built-in PhotoBiz CRM.

STEP TWO

Find the contact whose ECommerce activity you want to review, then click their name to open the Contact Profile. If you have many contacts or do not see the contact listed, use the search bar to locate them.

STEP THREE

Click ECommerce in the Contact Profile.

This opens the ECommerce activity associated with that specific contact.

STEP FOUR

The ECommerce section displays Orders by default. Use the first dropdown menu to filter the results by All or a specific year. Use the Report Type dropdown menu to choose Orders, Quotes, or Invoices.

Click Search to display the results that match your selected filters.

FINAL STEP

Find the Order, Quote, or Invoice you want to review and click the listed result to open its details.

If you click an Order, you will access the order details, where you can review the order and use the available order management options. If you click a Quote, you will access the quote details. If you click an Invoice, you will access the invoice details.

Helpful Notes

The ECommerce section only displays activity associated with the specific contact you are viewing. This makes it useful when you want to review a client's transaction history without searching through your full ECommerce records.

Orders appear by default, but you can use the transaction type dropdown to review Quotes or Invoices for the same contact.

Troubleshooting

Why don't I see an order under this contact?

If an order does not appear in the contact's ECommerce history, the order was placed using a different email address.

Check whether the client may have used another email address when placing the order. The order will appear under the contact associated with the email address used for that transaction.

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Phone: 866.463.7620

Support Channels: Phone, Live Chat, Support Ticket

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