We need a single view within each contact record that displays the patient’s complete transaction and purchase history, including:

Treatments and services purchased

Products purchased

Invoice line items

Payment dates and amounts

Refunds

Outstanding balances

Currently, this information is separated across Transactions, Orders and Invoices. This makes it difficult to assist a returning patient who wants to review everything they have purchased over time.

Please add a searchable, chronological purchase-history view within each contact record, with filters for products, services, dates and payment status.