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Disclaimer: This article is only for the latest version of Zenoti Reports. Do not compare the data in this version with the data in the previous version.
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The Packages Payment report retrieves detailed information on the packages for which payment is to be collected. Use this report to track the following items:

  • Packages that have been sold and for which payment is to be collected.

  • Packages for which payment has been collected for a specific period.

  • Packages for which payment has been attempted, but it has not yet been collected.

  • Payment methods for the scheduled payments of packages.

This article contains the following sections:

Navigation

  1. In Zenoti, from the main menu, click the Reports tab.
    The Reports Dashboard page opens.

  2. Click Try the new version of Reports.

3. Search for and open the report.
The Packages Payment report opens on a new tab.

4. Depending on your requirement, select the desired filters.
Note: You can view the report only for those centers to which you have access.

5. Click Refresh.
The report is generated based on the selected filters.

Filter Criteria

Filter Name

Options

Description

Date Type

  • Due Date

  • Collection Date

Enables you to view the packages payment data for a specific type of date: whether payment for packages is either due or has been collected on that date.

Sale Center

  • All

  • List of centers

Enables you to view the report for all centers or for only the selected centers in which the package was sold.

Stock Costing Method

  • Perpetual Average Cost

Filters the packages payment data for a particular method of stock costing.

Dates

  • Yesterday

  • Today

  • Last 7 days

  • Last 14 days

  • This Month

  • 2 Months

  • 3 Months

  • 6 Months

  • 1 Year

  • Custom

Enables you to select the day or date range on which the package was sold.

Package Category

  • All

  • List of package categories

Filters the packages payment data for all types of package categories or for a selected set of package categories.

Collection Status

  • Collected

  • Failed

  • Pending

  • All

Enables you to select the type of consumption of the product. The list options are displayed depending on your selection for the Product Type list.

Note: For records with Failed status where guests paid using credit cards and online checks, you can select multiple records and click Bulk Charge to attempt to collect payment.

Category

  • All

  • List of categories

Enables you to filter all the packages payment data according to the collection status of the scheduled payment: Collected, Failed, Pending, or All.

Column Descriptions

Column Name

Description

Additional Information

Invoice No.

Number of the invoice as part of which the package was sold.

Sale Center

Center in which the package was sold.

Package Code

Code of the package that was sold.

Package Name

Name of the package that was sold.

Guest Name

Name of the guest who purchased the package.

Sale Date

Date on which the package was sold.

Due Date

Date on which the payment for the package was to be collected.

Collection Date

Date on which the payment for the package was collected.

Amount

Amount collected for the package payment.

Attempts

Number of times the guest has made a scheduled payment for the package.

Next Attempt Date

Next scheduled payment date for the package.

Collection Status

Payment status of the scheduled payment for the package:

  • Collected

  • Failed

  • Pending

Payment Type

Mode of payment used by the guest to make the package payment.

Collection Center

Center in which the package payment was collected.

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