Quickly view and add previously purchased items to a new invoice using several different options are shown below.
1-A. With their name selected (indicated by to the left of row, or dots around the selected row), from the toolbar, click History, then select Product.
1-B. Ensure there are no checkmarks selected for any contact, then Right-click on their name and choose Product History.
1-C. With their name selected on the list (indicated by to the left of row, or dots around the selected row), using your keyboard, press + .
- From the customer profile, click on the Products tab.
- Select the checkbox next to each item to add previously purchased items to a new invoice.
- Click and choose Add to New Invoice; or if the items are being returned click .
- Add any other items and payment if necessary to finish the invoice, then click Save.