How to Use the Sales History Report

Step 1: Access the Sales History Report

To open the report, first log in to your Pabau account and navigate to the left-hand side menu. Click on "Money," and then select Sales History.

This will open the full report, showing all sales for your selected date range and location.

Step 2: Understand the report layout

The report displays all line items from invoices issued in the system. Each row includes key details, such as:

• Invoice No – The unique reference number for the invoice

• Invoice Date – The date the invoice was raised

• Item Name – The product or service sold

• Item Employee – The staff member who performed the service

• Location – Where the sale took place

• Item Client – The client associated with the sale

• Quantity – Number of items or services sold

• Payment Method(s) – How the invoice was paid (e.g., Card, Cash, Self Pay)

• Unit Price – The price per item

• Tax Amount – Any tax included

• Disc % – Discount applied (if any)

Use the controls at the top of the screen to manage and refine your sales history. You can switch between saved views using the All sales history dropdown, search for specific sales using the search bar, and customise which information is displayed by selecting Edit Columns. This helps you quickly focus on the data that matters most to you.

Step 3: How self-paid sales appear in this report

When a client completes a payment using Self Pay, the sale will appear in the Sales History Report just like any other transaction. You’ll see the full details of the sale, including the service name, invoice number, employee, and payment method used.

However, because Self Pay transactions are treated as standalone payments—similar to a deposit—they won’t appear under the Financials tab inside the client’s profile. This is expected behavior and doesn’t affect your ability to track the transaction.

The Sales History Report ensures that all self-paid sales are still clearly recorded and visible for reporting, reconciliation, and financial oversight.

Step 4: How to make a self-paid sale

To record a self-paid sale in Pabau, click the "Create" button at the top of the screen and select Sale from the dropdown menu. Choose the client, add the relevant product or service, and then select "Self Pay" as the payment method to complete the transaction. 

Step 5: Find the sale in the report

After completing the sale, return to the Sales History Report. The self-paid transaction should now appear at the top of the list, showing the most recent invoice.

You can use the client’s name, the invoice number, or the date to quickly locate the sale in the report.

While the Sales History Report is especially helpful for tracking Self Pay transactions, it also includes all other sales made in the system, regardless of the payment method used.

Whether you’re reviewing card payments, cash sales, vouchers, or deposits, this report gives you a complete view of your clinic’s financial activity. If you ever need to locate a payment that doesn’t appear directly on a client card, this is the best place to find it.

Bulk Editing Sale Items

If sales were recorded against the wrong team member - a locum working under someone else’s login, or a correction after a commission review - you can reassign several line items at once.

Step 6: Select the sale items You Want to Change

1. Tick the checkbox at the start of each row you want to include. To take every row on the current page, use the checkbox in the table header.
2. A toolbar appears above the table showing N Selected with a pencil icon.

Rows ticked — the toolbar shows the count and the Bulk Edit pencil

Step 7: Choose What to Change

Click the pencil icon to open the Bulk Edit panel on the right. Each field you can change is listed with a dropdown:

• Keep current value — leave the field untouched. This is the default for every field.
• Edit current value — set the same new value on every selected record.
• Clear value — empty the field on every selected record.

Every field starts on Keep current value, and the button names how many records will change

For sale items, the panel offers:

• Item employee — the staff member the sale is attributed to.

Each field offers Keep current value, Clear value and Edit current value

Step 8: Apply the Changes

1. Click Edit 12 Items at the foot of the panel — the button names the exact number of records it will change.
2. The table refreshes and a confirmation message names how many records were updated.

Where This Value Comes From

Item employee ← your active staff members, set up under Setup → Team. The pencil only appears for staff members whose permissions include access to the Sales History page.