Follow these steps to generate the report:
- In Zenoti, ensure that you have selected the center for which you want to generate the report.
- On the main menu, click Reports.
- In the search box, type Collections by invoices.
The Collection Report page appears.
- In Invoice Type box, select the type of invoices you want to search for: All invoices, Open, or Closed.
- In the Custom Payments box, select the required custom payment. For example, Shopify.
- In the Select Time Period box, select the required time period. For example, 6 months.
- Specify other filters as required.
- Click Refresh.
The report of your collections based on the selected custom payment type is displayed.
- To export the report, at the upper-right corner of the report, click either the Excel or .CSV icon.