In this article, we will guide you on how to access and explore your sales history on the Primefy dashboard.
Step by Step: Accessing Your Sales History
- Log in to the Dashboard: To begin, log in to your Primefy account. Enter your login credentials and confirm.
- Access the "Sales" Section: In the Primefy control panel, you will find a left-hand side menu. Locate and click on the "Sales" option. This will open the section dedicated to the history of your sales and transactions.
- Use the Filter Tools: On the sales page, you will find filter tools that will help you view your sales history in a specific way on the top-right corner of the screen. The filter options include:
Time Period: Use the calendar to select a specific date range to view your sales by creation date or payment date.
- Sale Status: Filter by status, such as "Pending," "New," "Canceled," and others.
- Payment Method: Filter by the payment method used in the transactions.
- Billing Type: Choose between one-time charges or recurring charges.
2. Use the Search Tool: In addition to the filter options, you can also use the search bar at the top of the page. This tool allows you to search for:
- Sale Number: Enter the sale number to access specific details.
- CPF or CNPJ: Search for CPF or CNPJ numbers related to the sale.
- First or Last Name: Search by the customer's first or last name.
- Email Address: Search for the email address associated with the sale.
There you go! Now you can access and explore your entire sales history conveniently.
Accessing and exploring your sales history on the Primefy dashboard is a simple and efficient task. By following the step-by-step guide mentioned above, you will be able to navigate through your sales history according to your preferences and needs. By using the available filter and search tools, you can gain valuable insights into your transactions and manage your operations more effectively.
If you have any additional questions or need assistance, our support team is available to help.