Find any bill in seconds
The History tab on the Checkout page lists every bill with filters that work across all your data, running totals for what you filtered, and one tap to the receipt. Export what you see to Excel.
- Filter by date, status, customer, phone, bill or location
- Totals for everything that matches
- Receipt, PDF and email
- Export to Excel
Filter the whole history, not just the page
Filters and sorting run on the server, so you search every bill you have ever taken, however long the list.
- Quick ranges.Today, This Week, This Month and This Year above the table. The table’s date filter is your own range.
- Find a bill.By status, customer, phone, bill number or location, sorted any way and paged.
- Totals that match.A line shows the bills, the amount collected and the amount refunded across everything the filters match, not just the rows on screen.
Today · This Week · This Month · This Year
Tap a row, see the whole bill
A drawer opens beside the list, full width on a phone, with everything about that bill.
- What was sold.The status, date and time, location, bill number, each service and the amount.
- Who it was.The phone and email on file, a link to the client’s profile, and a plain line on whether they will be flagged next visit.
- The receipt.View it, download a PDF, or email it.
Open client profile
Take it to your books
Whatever you filtered is what you export.
- Excel in one click.The filtered bills download as a spreadsheet. The quick range you picked is the range you get.
- Refunds in the same list.A refunded bill stays in the list with its status, so your totals show both sides.
- More in Accounting reports.Reports for your accountant are on their own page.
Export
How it works
- 1
Open Checkout, then History
On the dashboard.
- 2
Pick a range
A quick range, or your own dates.
- 3
Filter
By customer, phone, status, bill number or location.
- 4
Open or export
Tap a row for the receipt, or export to Excel.
The small things
Refunds
A refunded bill keeps its place in the list, with its status.
Reprint
Print a paid bill’s receipt again any time.
Unpaid tab
Bills still owed have their own tab, with Collect.
Questions
Which plans have it?
Every plan, Free included.
Does the export match what I see?
Yes. It follows the filters and the quick range you picked, and covers all the bills that match, not only the current page.
Can I find one customer’s bills?
Yes. Filter by customer name or phone number, and the totals line adds up just their bills.
Can I email a receipt to someone else?
Yes. Email goes to the address on file, or any address the customer gives you.
Goes well with
Answer “did they pay?” in a tap
Start the 14-day trial and open your first bill in History.