Sales – Invoice Logs Report
The Sales – Invoice Logs report tracks every action made on an invoice such as the item that was sold, memberships, packages, campaigns, or discounts applied or removed, details of commissions and tips that were added, updated, or removed.
Table of Contents
To run the report, follow these steps:
- Select the center.
- On the main menu, click the Reports tab.
- In the left-hand side menu, click Finance.
- From the filter, select Sales.
- From the list of reports, click Sales – Invoice Logs.
The report opens in a new tab.
- Select the required filter criteria and click Refresh.
– To export the report, click the Excel () or CSV () icons.
– To view the report in fullscreen mode, click the Fullscreen () icon.
|Report Name||List of reports for sales||Lists all sales reports.|
|Modified Date||– Today
– Last 7 days
– Last 14 days
– 1 month
– 2 months
– 3 months
– 6 months
|Lets you filter the report based on a date or date range during which the invoice was modified.
Select Custom to select a date range.
|Modified By||List of employees||Lists all the employees in the current center.
Hint: Select All to view the actions performed by all employees in the current center.
|Source||– All Sources
|Lists the sources from where the appointment was booked.
– All Sources: Select this to view the logs for invoices generated from all sources
|Action||List of actions that are captured for invoices||Lists all the invoice actions that are captured in the log.
Hint: Select All to view the report for all invoice actions that are captured in the logs.
You can view the list of actions at the end of this article.
|Date/Time||The date and timestamp when the action is taken on the invoice.|
Note: This label can be different based on your organization set up.
|The number generated by Zenoti when an appointment or point of sale instance is initiated for the item.
Note: Click the number to view the invoice details.
|Action||The action performed on the invoice.
For example, if the front-desk staff has updated the item price, this column will show Update item-price as the action performed on the invoice.
|Item||The name of the item that was updated.|
|Original Value||The previous value of the field before the selected action was performed on the invoice.
For example, if front-desk staff adjusted the sale price of a Hair Shampoo bottle from 100 to 50, this column will show 100 as the original value of the shampoo bottle.
|New Value||The updated value of the field after the selected action is taken on the invoice.
For example, if front-desk staff adjusted the sale price of a Hair Shampoo bottle from 100 to 50, this column will show 50 as the new value of the shampoo bottle.
|Modified By||The name of the employee who performed the action on the invoice.
Note: For online sales, this column is blank.
|Invoice Source||The source from which the invoice is generated. It is one of the following:
– All Sources
Following is the list of actions that are captured in the invoice log:
- Update item – price
- Update item – quantity
- Remove item
- Apply Manual Discount
- Apply package
- Apply Membership
- Apply coupon
- Apply campaign
- Update discount
- Update membership
- Unapply package
- Unapply membership
- Unapply coupon
- Unapply campaign
- Remove payment
- Refund payment
- Update payment type
- Void payment – credit/debit
- Void invoice
- Update item – sale by
- Add commission
- Update commission
- Remove commission
- Add invoice comments
- Update invoice comments
- Split tips
- Update SSG
- Update tips
- Refund item
- Select refund mode
- Update sale date
- Update service date
- Update close date
- Update therapist
- Update sold by
- Update payment date
- Reopen invoice
- Refund item – SSG
- Print transaction details
- Print receipt
- Email receipt
- Close invoice
- Close invoice and print receipt
- Close invoice and email receipt
- Edit invoice
- Refund invoice
- Reopen group invoice
- Remove from group & reopen
- Add guest email
- Close refund invoice and email receipt
- Pay outstanding amount
- Apply giftcard
- Unapply giftcard
- Update giftcard
- Service Price Refresh
- Undo package benefit transfer