Package Status Report

Overview

The package status report gives a snapshot of details around packages such as the names of guests who purchased packages, the names of the packages and the package categories, the invoice status, the package status, and details about recurring scheduled payments that are due. 

Zenoti allows you to sell custom and series packages such that guests make an initial payment and pay the balance based on a recurring schedule. Read: Selling a Series Package (Partial Payment - with Schedule) 

This article covers the following sections:

When to Use This Report?

You may want to run this report to check the:

  • The invoice status or the package status of packages or package categories. 
  • The amount paid and the amount due towards a package. 
  • The amount due towards a particular package.
  • The number of scheduled payments pending for a package where guests chose to pay on a recurring basis (based on a schedule). 
  • The last scheduled date for a pending payment where guests chose to pay on a recurring basis based on a schedule. 

Navigation

Follow these steps to run the report:

  1. Ensure that you are at 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 Marketing > Packages (from the filter). 
  4. From the list of reports, click Status. The report opens in a new tab.
  5. Make your selections in the filter criteria and click Refresh
  6. To export the report, click the Excel or .CSV icons.
     

Filter Criteria

Criteria Options Description
Category

All
Names of specific package categories

 

Select the name of any specific package category such as hair care or body care to filter your report. Else, view results for all categories of packages. 
Invoice Status

All
Open 

Closed

Select the invoice status you want to view the report for. For example, if you choose Open, the report considers package-related invoices with the Open status, that is, invoices where part of the payment is due. If you choose Closed status, the report considers invoices that are closed, that is invoices where full payment is received. 

The default status is All. 

Package Status

Active

Frozen

Expired

Canceled/Refund

A package may have any one of the following statuses:

  • Active: A package is in the Active state when a guest is currently using the services in the package and some sessions are pending. 
  • Frozen: A package is in the Frozen state when guests are unable to use the benefits of their package due to reasons such as long travel or illness. In such cases, the front desk may freeze the package temporarily till the guest can begin to avail the benefits of the package once again.
  • Expired: Packages past their validity time period are said to be in the expired status. 
  • Cancel/Refund: At times, guests may cancel the packages they purchased earlier. In such cases, the front desk refunds the balance amount. The package is now in the Cancel/Refund status. 
Package Name Lists the names of the packages that you have in your center. Select the name of the package for which you want to view the report.
Show schedule payment dates  

Select this checkbox if you want to view details of packages that have pending schedule payments. 

Important: If you select this checkbox, you can view additional columns in the report. See column descriptions section for details.  
 

 

Column Descriptions

Column Description
Package Name Displays the name of the package.
Guest Displays the name of the guest.
Start Date

Displays the start date of the package. 

End Date

Displays the end date of the package. 

Example: If the package is valid for 6 months and the start date is 1 Feb, then the end date will be 1 July. 

Purchase Price Displays the price at which guests purchased the package.
Credit Amount

Displays the amount paid by guests towards the purchase of a package. 

Balance Displays the total amount that is due towards payment of the package. 
# of Scheduled Payments

Displays the total number of scheduled payments for the package. This is relevant in the case where guests choose to pay for the package on a recurring basis based on a schedule. 

Example: The guest may opt to make 5 scheduled payments. In this case, this column shows 5. 

Important: This column appears only if you select the checkbox Show scheduled payment dates.

# of Scheduled Payments Completed

Displays the number of scheduled payments that guests have already paid. This is relevant in the case where guests choose to pay for the package on a recurring basis based on a schedule. 

Example: If the guest has already made 2 payments out of 5 scheduled payments, this column shows 2. 

Important: This column appears only if you select the checkbox Show scheduled payment dates.

Due Amount

Displays the total amount that is due towards payment for the package. This is relevant in the case where guests choose to pay for the package on a recurring basis based on a schedule. 

Important: This column appears only if you select the checkbox Show scheduled payment dates.

First Scheduled Payment Date

Displays the date on which the guest is due to pay the first scheduled recurring payment for the package.  This is relevant in the case where guests choose to pay for the package on a recurring basis based on a schedule. 

Example: A guest purchases a series package and makes an initial payment at the center on 15 Feb. The guest wants to pay the balance amount on a recurring scheduled basis as follows:

  • 15 March
  • 15 April
  • 15 May
  • 15 June
  • 15 July 

Whenever you run this report, the First Scheduled Payment Date will remain 15 March.

Important: This column appears only if you select the checkbox Show scheduled payment dates.

Next Scheduled Payment Date

Displays the date on which the guest is due to pay the next scheduled recurring payment for the package. This is relevant in the case where guests choose to pay for the package on a recurring basis based on a schedule. 

Example: A guest purchases a series package and makes an initial payment at the center on 15 Feb. The guest wants to pay the balance amount on a recurring scheduled basis as follows:

  • 15 March
  • 15 April
  • 15 May
  • 15 June
  • 15 July 

The Next Scheduled Payment Date changes depending on when you run this report. For instance, if you run the report on 20th May, the Next Scheduled Payment Date will be 15th June. If you run the report on 28th June, the Next Scheduled Payment Date will be 15th July.  
Also, if you generate the report on any date after the guest pays the entire amount, the Next Scheduled Payment Date column will be blank (because no more payment is due from the guest). 

Important: This column appears only if you select the checkbox Show scheduled payment dates.

Last Scheduled Payment Date

Displays the date on which the guest is due to pay the last scheduled recurring payment for the package. This is relevant in the case where guests choose to pay for the package on a recurring basis based on a schedule. 

Example: A guest purchases a series package and makes an initial payment at the center on 15 Feb. The guest wants to pay the balance amount on a recurring scheduled basis as follows:

  • 15 March
  • 15 April
  • 15 May
  • 15 June
  • 15 July 

Whenever you run this report, the Last Scheduled Payment Date will remain 15 July.

Important: This column appears only if you select the checkbox Show scheduled payment dates.

Status

Displays the status of the package as Active, Frozen, Expired, or Canceled/Refund.

 

 

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