For the Day Report: Sales - Pre-paid Cards

The Sales - Pre-paid Cards report provides you details of all the prepaid cards sold at your center including the sale amount realized, the guest who purchased the prepaid card, the 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 the filter).

  4. From the list of reports, click Sales - Pre-paid Cards. 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.
Sold By The employee who sold the prepaid card.
Prepaid Card # The unique identifier associated with the prepaid card.
The front office or guest can use this number to redeem a prepaid card, check the balance, or view other prepaid card details (example, prepaid card expiry date)
Promotion The promotion name (if the prepaid card 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.
Card Value The amount available on the prepaid card when it was first purchased.
Price The list price of the prepaid card.
Discount The discount amount given manually or due to a promotion or campaign.
Tax The tax levied on the prepaid card Price.
Price Paid The amount paid by the guest for the prepaid card.
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.

 

 

Have more questions? Submit a request

Comments