For the Day Report: Sales - Memberships

The Sales - Memberships report provides you details of all the memberships sold at your center including the sale amount realized, guest who purchased the membership, employee who sold it, and the 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 - Memberships. 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.
Member Earlier Displays Yes or No to indicate if the guest is purchasing the membership for the first time.
No indicates that the guest is not an existing member and has purchased the membership for the first time.
Yes indicates that the guest had purchased a membership before.

Sold By 

The employee who sold the membership.
Membership The name of the membership. For example, Luxury Massages.
Clicking the membership name opens the membership details.
Promotion The promotion name (if the membership was sold as part of a promotion).
Note: If the front office gives 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 membership.
Discount The discount amount given manually or due to a promotion or campaign.

Tax

 The tax on the Price after factoring in discounts and redemptions.
Prepaid Card Redemption The amount paid for the membership using prepaid card.
Cashback Redemption  The amount paid for the membership using a cash back coupon.
Price Paid The amount paid by the guest for the membership.
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 invoice.
Closed By The name of the employee who closed the invoice.
Membership Sale Type Indicates if the Membership is one of the following:
  • Recurring: Membership for which periodic fees is collected.
  • New: A newly purchased membership.
  • Freeze Fee: Membership for which freeze fee is collected.

 

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