Cross-Center Settlement report (v2)
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.
Business owners can use this report to view the details of the amount that their center must collect from other centers or pay to other centers as a result of the redemption of liabilities: packages, prepaid cards, and gift cards.
Receivables (Amount to collect): The total amount your center should collect from other centers.
Example: A guest purchased a $500 gift card from center B and redeemed it on a service worth $200 at center A (current center), then the current center must collect $200 from center B.
Payables (Amount to pay): The total amount your center should pay to other centers.
Example: A guest purchased a $200 gift card from center A (current center) and redeems it on a service worth $100 at center B, then the current center must pay $100 to center B.
At the organization or center level, click the Reports icon.
On the Reports page, search for and select the Business Payments: Cross Center Settlement report.
If the report has many columns, scroll horizontally to the right or left to view all columns.
To view specific data on the report, select the desired filters. For more information, refer to report features on Zenoti.
Click Refresh.
If you generate the report for over a year, click the Email button.
You can generate the report using the following filter:
Filter | Description |
|---|---|
Zone/Location group | Allows you to search for both zones and location groups if location groups are configured for at least one zone. Location groups will only be shown if the Enable Location groups setting is enabled. If the Zone/Location group filter is not visible, it means it is not enabled for your account. Reach out to a person at Zenoti to enable this feature. |
Column | Description |
Center Name | Center in which the transaction was performed |
Package (Receivable) | Total amount this center must collect from other centers for providing benefits against packages that were sold in other centers |
Package (Payable) | Total amount this center must pay to other centers for providing benefits against packages that were sold in this center |
Membership (Receivable) | Total amount this center must collect from other centers for providing benefits against memberships that were sold in other centers |
Membership (Payable) | Total amount this center must pay to other centers for providing benefits against memberships that were sold in this center |
Gift Card (Receivable) | Total amount this center must collect from other centers for providing benefits against gift cards that were sold in other centers |
Gift Card (Payable) | Total amount this center must pay to other centers for providing benefits against gift cards that were sold in this center |
Prepaid Card (Receivable) | Total amount this center must collect from other centers for providing benefits against prepaid cards that were sold in other centers |
Prepaid Card (Payable) | Total amount this center must pay to other centers for providing benefits against prepaid cards that were sold in this center |
Loyalty Points (Receivable) | Total amount this center must pay to other centers for providing benefits against loyalty points that were redeemed at this center |
Loyalty Points (Payable) | Total amount this center must pay to other centers for providing benefits against loyalty points that were accrued at this center |