![]() The price of the purchased gift card or prepaid card including taxes. The price of the purchased membership including taxes. The price of the purchased product(s) including taxes. The price of the purchased service and day packages including taxes. Note: You will see this column only if classes is enabled for your business. The price of the session including taxes. Indicates if the guest has an active membership with a Yes or No. Indicates if this visit was the guest’s first visit with a Yes or a No. The full name of the guest who made the purchase. It is auto-generated by Zenoti, as configured by your business. In case of products, memberships, packages, gift cards, and prepaid card, it is the date on which the item was sold.Ī unique identifier associated with the guest. ![]() The date on which the service is performed. This is because a receipt number is generated only after full payment is received. Note: For open invoices, the receipt number is 0. Note: This label can be different based on yourĪ number auto-generated by Zenoti when the invoice is closed. Note: Click the number to view the invoice. The number generated for the appointment or point of sale entry. Note: This label can be different based on your organization set up. Note: This date can be different from the Sale date. The date on which the invoice is created. Select All to view invoices closed by all employees in the current center. Select a specific employee who closed the invoice. Select All to view sales done by all employees in the current center. Select a specific employee who made the sales. Important: This filter appears only when you select the Invoice Status as ‘Closed’. Select the type of date (service/sale or closed) based on which you want to view the invoices. ![]() ![]() Note: Select All to view sales of items with any invoice status. For example, if you wish to see data from January to August, first view data from January to June and then view data from July to August. Note: For custom dates, you can view data for a maximum date range of 6 months at a time. Select the date on which the sale is made or invoice is closed. Select Invoices as the name of the report. Note: Click the Excel () or CSV () icons to export the report.Make your selections in the filter criteria and click Refresh.On the Reports Dashboard, click the Finance category.On the main menu, click the Reports tab.Ensure that you have selected the center for which you want to run the report.You can view the report based on the sale date, invoice status, employee who sold it, and employee who closed the invoice. The sale details include the invoice, guest, referral, and payment details. The Sales – Invoices report provides you details of all the sales (services, products, memberships, packages, prepaid cards, and gift cards) made at the current center for a specific sale date (or date range). ![]()
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