Understanding the Items Tab on the Client Card (New Client Card)

While the Invoices tab shows the client’s billing at the invoice level, the Items tab breaks it down to the individual items sold — useful when you need to check whether a client has purchased a specific service, product, or package, without opening each invoice.

Step 1: Navigate to the Items Tab

Log in to your Pabau account and open the client card of the client whose purchase history you want to review.

At the top of the client card, click on the Financials tab, then select the Items sub-tab. The number next to the tab shows the total number of items sold to that client.

Step 2: Understanding the Items Overview

The Items tab lists everything sold to the client, with the most recent items at the top. The list shows 50 items per page — use the page numbers at the bottom to move through a longer purchase history. Here’s a breakdown of the key elements on the page:

Type Filters and Search

Use the filter chips at the top of the list to display only items of a specific type:

• All – Displays every item sold to the client.
• Service – Displays only services, such as treatments and consultations.
• Package – Displays only packages.
• Product – Displays only retail products.
• Membership – Displays only memberships.
• Gift Card – Displays only gift cards.

To find a specific item, use the search bar in the top-right corner to search by any keyword. Type at least three characters to start the search.

What Each Column Means

• Invoice # – The date of the sale and the invoice number the item belongs to.
• Item Name – The name of the service, product, or other item sold.
• Type – The item type, such as Service or Product.
• Employee – The team member who provided the service or made the sale.
• Issued By – The team member who issued the invoice.
• Quantity – The number of units sold.
• Total – The total charged for the item.

Totals Summary

In the bottom-right corner of the page, you can see a running summary showing the total number of items and the total sales value for the client. The summary updates based on the type filter you have selected, so you can see totals per item type as well.

Tips for Getting the Most Out of the Items Tab

• Filter by “Product” to support retail conversations – See at a glance which products the client has bought before recommending a repurchase.
• Search by item name to confirm a past purchase – If a client asks whether they already bought a specific product or service, search for it here instead of scanning invoices.
• Use the totals to gauge client value – The total sales figure gives you a quick view of the client’s overall spend with your clinic.

By using these filters and columns, you can trace any item a client has purchased and answer purchase-related questions in seconds.