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SellerHub β Purchasing Portal
INVESTMENT TRACKER
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Admin: full access β’ Purchaser: sirf purchase entries
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Filters
β applies to Purchases & Investment History below
Filter by Client
All Clients
Filter by Month
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New Purchase Entry
βοΈ Editing entry β
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Date
Client
Product Name
Quantity
Cost per Unit
Note (optional)
Total:
0.00
Save Entry & Email Client
Purchases
Add Client
Name
Email
Currency
Add Client
Record Investment
Client
Date
Amount
Currency
Record & Email Client
Clients & Balances
Investment History
(filtered β see Filters card above)
Add Investment
Date
Amount
Currency
Note (optional)
Submit Investment
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Select Month
π Download PDF Statement
Purchases
Investments
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