View a Client's Past Orders

Procedure / Policy Overview

View a client's past invoices to check the last time they purchased active products and to help determine when new active products need to be re-ordered. 

1. Navigate and log in to InfusionSoft

2. Search the client you are looking for at the top right-hand side 

3. Click on client name to pull their client dashboard up

4. Click the "Orders" tab

5. Hit the "View All" button under Recent Orders

6. Click "Date" Tab to organize orders in chronological order