For the Day Report: Sales - Services

The Sales - Services report provides you details of all the services performed at your center including the sale amount realized, guest who availed the service, the therapist who performed the service, and payment details on a particular day.

 

Table of Contents

 

Navigation

Follow these steps to run the report:

  1. Make sure you have selected the center for which you want to run the report. 

  2. On the Main menu, click the Reports tab.

  3. On the Reports Dashboard, click Daily Reports > For the Day (from filter).

  4. From the list of reports, click Sales - Services. The report opens in a new tab.

  5. Make your selections in the Filter Criteria and click Refresh.
    The report opens.

  6. To export the report, on the top right side of the report, click the Excel ()  or .CSV icons (). 

Filter Criteria

Criteria Description
Date The current date is displayed by default.
To view sales information related to any other date, use the arrows or calendar to select the desired date.


Column Descriptions

Column Description
Invoice No The invoice number. Clicking the invoice number opens the invoice details.

Guest Code

The unique identifier associated with the guest name.

Guest 

The name of the guest who purchased the service. Clicking a guest's name opens the guest profile.
Receipt No The receipt number generated when the invoice was closed.
Note: If the invoice is open, no receipt number is generated.
Therapist The therapist who performed the service.
Category The category the service belongs to. For example, Massage.
Sub Category The sub category the service belongs to. For example, Full Body.

Service 
 

The name of the service. For example, Deep tissue massage.
Clicking the service name opens the service details.

Quantity 

The number of services performed as part of the invoice.

Promotion 

The promotion name (if the service was performed as part of a promotion).
Note: If the front office gave a manual discount on an invoice, this field shows "Manual Discount" as the entry and not a promotion name.

Price 

The list price of the service.

Adjusted Price 

The price after factoring in redemptions (membership credits ).

Discount 

The discount amount given manually or due to membership or campaign.
Tax

The tax on the Price after factoring in discounts and redemptions.

Membership Redemption

The amount paid for the service using membership credits.
Membership Service Redemption The value of the membership service credits redeemed for the service.

Loyalty Points Redemption

The amount paid for the service using loyalty points.
Prepaid Card Redemption The amount paid for service using prepaid card.
Cashback Redemption  The amount paid for the service using a cash back coupon.

Price Paid 

The amount paid by the guest for the service.

Member

Displays Yes or No to indicate if the guest has an active membership or not.

First Visit 

Displays Yes or No to indicate if this is the guest's first visit to the center.

Payment Type 

Displays the Payment type as Cash, Card (Visa, Mastercard), etc.
Status Shows the status of the invoice as Open or Closed.
Created By The name of the employee who created the appointment.
Closed By The name of the employee who closed the invoice.

 

 

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