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Revenue and invoices

In this section, you can view the projected revenue, collections from new and existing members, revenue details (collections and redemptions), and modified and open sales for today or during a date range.

Note

For revenue summary

Collections amount includes discounts and excludes tax
Both open and closed invoices are considered
Payments done using cash, card, check, and custom payments are only considered
Revenue from liabilities is realized on the redemption date, not on the sale date

For invoices summary

Collections amount includes discounts and excludes tax
Only closed invoices are considered, unless Zenoti is configured to consider even open invoices
Revenue from liabilities is realized on the sale date

Column description

Column	Description
Projected Monthly Revenue	Projected revenue for the month based on the collections till today or on the report start date
Total Collected	Total amount (with tax) collected from new and existing guests
Total Revenue	Total revenue generated from collections and redemptions
Invoices Modified	# Old Invoices Modified: Number of old open invoices for which payment is added today or on the report start date Old Balance Paid: Amount received today as payments for old open invoices Unpaid Balance for Month: Total amount yet to be collected for the sales made this month Note After payment is made on old open invoices, it's not necessary for the invoices to be closed only if the invoices were created before today and were open when the payment was made.
Open Invoice Details	# Open Invoice: Number of open invoices as on today or the report start date Total Invoices Value: Total sales value generated from open invoices Total Amount Paid: Amount paid by the guests on open invoices Total Due Amount: Amount to be received from open invoices
Total Manual Discount	Total discount manually added to all invoices today

Reconcile revenue and invoices summary with other reports

Column	Other report	Reconciliation steps
Projected Monthly Revenue	Center Revenue	Export the report to Excel. Divide Month Revenue by the selected date. You will arrive an average daily revenue. Multiply the average daily revenue by the number of days in the month.
Total Collected	Collections section of the Daily Financial Summary report
Total Revenue	Center Revenue
Invoices Modified	Collections by Invoices	Export the report to Excel. For the number of old invoices that are modified, filter the Invoice Date column.
Open Invoice Details	Invoices	Export the report to Excel. To consider only open invoices, filter the Sales Reports - Invoices to consider only open invoices. For total sales value, add the Net Price and Total Tax columns. For total due amount, look for the number in the Due column.
Total Manual Discount	Invoices	Export the Sales Reports - Invoices to Excel. Filter the Promotion column by Manual Discount. For the total manual discount given today, add the values in the Total Discount column.

In this section:

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