Go to the Client card>General tab. The client's financial summary is show in the box on the right.
What the numbers mean
Total Sale - The value of all invoices, excluding voided invoices and ALL account and gift voucher line items. Account items (deposits) and gift vouchers are not treated as true sales, they are money on account to be returned or spent at a later date.
Total Paid - The value of all payment, excluding voided invoices and ALL payments for account and gift voucher line items. Payments for account items (deposits) and gift vouchers are not treated as true payments, they are money on account to be returned or spent at a later date.
Account/Gift Voucher - The total value of money on account or remaining on part used gift vouchers. Learn how gift vouchers work.
Ave Sale - The average value of the invoices. Excludes voided invoices, ALL account and gift voucher line items and any £0 invoices.
Ave Service Sale - The average value of the service line items. Excludes services on voided invoices and any £0 services.
Ave Product Sale - The average value of the product line items. Excludes products on voided invoices and any £0 products.
Ave Course Sale - The average value of the course line items (course sales, not course service redemptions). Excludes courses on voided invoices and any £0 courses.
% Bought Product - The % of invoices that contain a product with a value >£0. Excludes voided invoices.
How these differ from totals on the financials tab
There are totals numbers on the first row of the Financials tab of the client card:
These total numbers are simply the totals of the data in the columns below them. As the purchase of an account item (deposit) are listed in this table, these numbers will be inflated due to the double counting of deposits being "purchased" and then being spent.