The realization of Sales, Collections, and Revenue in Zenoti Reports are dependent on various factors, for example, the state of the invoice (open or closed), date of the service, etc.

The following examples show various scenarios of guests purchasing items (services, products, etc.,), the closing of invoice on various dates, and how the Sales, Revenue, and Collections are reported in Zenoti reports.

Scenario 1

Product Purchase Date: 10th

Invoice Close Date: 10th

In this case, the Sales, Collections, and Revenue are reported in Zenoti Reports as follows:

Scenario 2

Service Booking Date: 10th

Service Availed Date: 11th

Payment and Invoice Close Date: 12th

In this case, the Sales, Collections, and Revenue are reported in Zenoti Reports as follows:

Notice that the Sale is reported on 11th though the booking was made on 10th. This is because the Sale in Zenoti Reports is reported on the day on which the actual service took place (in this case 11th) and not the date on which the invoice is closed. 

Scenario 3

Product Purchase Date: 10th

Payment and Invoice Close Date: 11th

In this case, the Sales, Collections, and Revenue are reported in Zenoti Reports as follows:

Notice that the Sale is reported in Zenoti Reports on 10th (the day the product was sold) and the collections and revenue are reflected on 11th. 

Scenario 4

Membership Purchase Date: 10th

Payment and Invoice Close Date: 10th

Service Redeemed from Membership Date: 11th 

In this case, the Sales, Collections, and Revenue are reported in Zenoti Reports as follows:

Notice that on 10th, Sales and Collections are reported for the purchase of the membership but Revenue is not. Revenue is reported on 11th (the day the service is redeemed). 

Scenario 5

Gift Card Purchase Date: 10th

Invoice Close Date for Gift Card Purchase: 10th

Service Purchased using Gift Card Date: 11th

Invoice Close Date for Service Redeemed using Gift Card: 11th

In this case, the Sales, Collections, and Revenue are reported in Zenoti Reports as follows:

Notice that on 10th, Sales and Collections are reported for the purchase of the Gift Card but Revenue is not.
On the 11th, when a service is redeemed using the Gift Card, Sales and Collections are not reported, but Revenue is reported.

See Also

Did this answer your question?