Where is account history?
Modified on: Thu, Nov 8, 2018 at 1:27 PM
Click on Clients from the home page and click a client (I’m using “click” but I mean “tap” of course) and it will expand. There is a tiny red “history” link that will show you total revenue from that client and notes and formulas area and then all the past appointments and invoices for that client.
Did you find it helpful?
Sorry we couldn't be helpful. Help us improve this article with your feedback.