You can view purchases that have been made for a client on the Web Portal and in the App.
In the Web Portal go to CRM > Contacts > select the Edit arrow for the intended Contact > select Accounts icon > select Purchase.
You can create a new Purchase by selecting the New button in the top right, and then select Purchase.
In the App, go to CRM > select the Contact > select the calculator symbol > select Expenses > select Unpaid, Overdue or Paid.
You can create a new Purchase, by selecting the + symbol in the bottom right.
