Follow these steps to generate the report:

  1. In Zenoti, ensure that you have selected the center for which you want to generate the report.

  2. On the main menu, click Reports.

  3. In the search box, type Collections by invoices.
    The Collection Report page appears.

  4. In Invoice Type box, select the type of invoices you want to search for: All invoices, Open, or Closed.

  5. In the Custom Payments box, select the required custom payment. For example, Shopify.

  6. In the Select Time Period box, select the required time period. For example, 6 months.

  7. Specify other filters as required.

  8. Click Refresh.
    The report of your collections based on the selected custom payment type is displayed.

  9. To export the report, at the upper-right corner of the report, click either the Excel or .CSV icon.

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