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, the guest who availed the service, the therapist who performed the service, and payment details on a particular day.
Table of Contents
Follow these steps to run the report:
- Make sure you have selected the center for which you want to run the report.
- On the Main menu, click the Reports tab.
- On the Reports Dashboard, click Daily Reports > For the Day (from the filter).
- From the list of reports, click Sales – Services. The report opens in a new tab.
- Make your selections in the Filter Criteria and click Refresh.
The report opens.
- To export the report, on the top right side of the report, click the Excel () or .CSV icons ().
|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.
|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 subcategory 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 a 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.|