Articles on: Documents Management

How to check the client-wise product report?

If you want to the list of clients who have purchased a particular product from you, you can do that with the Line Item Reports.

Let's see how,

Firstly, navigate to Sidebar > Accounting > Accounting Reports > Line Item Report:


Here’s how your line item report would look like:


Let’s say you want to see which clients bought your line item “Books”.

For that, go to the respective line item row, and click on the Invoices column to view all the documents in which “Books” were mentioned.


You will be able to see the List of clients who bought this item under the “Client Name” column as highlighted above.

That’s it!

In case you still have questions, reach out to us at care@refrens.com or drop a message on our live chat for quicker assistance!

Updated on: 24/04/2025

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