Organization Collections report (v1)
Business owners can use this report to view center-wise payments made using cash, card, check, and custom payments.
Note
This report considers payments of both open and closed invoices.
The payment amount is including tax.
At the organization level, click the Reports icon.
On the Reports page, search for and select the Collections 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.
To view the non-financial custom payments, select the Include non-financial custom payments check box and click Refresh again.
Column | Description |
|---|---|
Zone | Zone to which the center belongs |
Center | Center where payment is received |
Cash | Amount collected in cash |
Card | Amount collected using a card |
Check | Amount collected on check |
Custom | Amount collected using a custom payment |
Total | Total amount collected in the center |
Reconcile with other reports
Column in Organization Collections report | Column in the other report |
|---|---|
Cash | Cash column in the Collections by Invoices report |
Card | Card column in the Collections by Invoices report |
Check | Check column in the Collections by Invoices report |
Custom | Custom column in the Collections by Invoices report |
Total | Total Collection column in the Collections by item report |