Collections by Invoices report (v1)
Center managers can use this report to view the amount collected from item sales including redemptions.
To view the tax segregation, select Show tax components and click Refresh.
To view details by the type of card, select Show CC Types and click Refresh.
To view the tax portion of total collections, select Show taxes based on collection and click Refresh.
Column | Description |
Invoice No | Invoice on which the payment was collected |
Guest Code | Unique code that identifies the guest |
Guest Name | Guest name on the invoice |
Receipt No | Receipt generated after collecting full paymet and closing the invoice For open invoices, this column is blank. |
Invoice Date | Date on which the invoice was generated |
Payment Date | Date on which the payment was collected |
Service Total | Service purchase price without tax and discounts |
Product Total | Price paid for the purchased product |
Membership Total | Price paid for the purchased membership |
Package Total | Price paid for the purchased package |
Gift Card Total | Price paid for the gift card or prepaid card |
Total Sale | Final invoice amount |
Total Tax | Tax on the invoice |
Promotion | Promotion name; if the item was sold as part of a promotion If the front-desk staff gave a manual discount on an invoice, you will see Manual Discount in this column. |
Package Redemption | Package redeemed for the item |
Discount | Total amount given as a discount (manual discount or campaign) on the invoice |
Membership Redemption | Amount paid for the item using membership credits |
Loyalty Points Redemption | Amount paid for the item using loyalty points |
Gift Card Redemption | Amount paid for the item using a gift card |
Cashback | Amount paid for the item using a cashback coupon |
Total Deductions | Total amount offered as discount or redemptions on the invoice |
To-be Paid | Total amount to be collected from the guest |
Rounding Adjustments | Amount (in decimals) rounded off to help a guest pay the exact amount |
Shipping Charge | Charge levied for shipping a product to the guest This is applicable for online retail purchases. |
Cash | Amount paid for the item using cash |
Card | Amount paid for the item using a card |
Check | Amount paid for the item using a check |
Membership | Amount (in equivalent membership credits) deducted from the price paid for the item without taxes and discounts |
Gift Card | Amount from the gift card deducted from the price paid for the item without taxes and discounts |
Loyalty Points | Amount (in equivalent loyalty points) deducted from the price paid for the item without taxes and discounts |
Custom | Amount paid for the item using custom payment |
Custom Payment Commission | Commission amount to be paid to the custom payment provider |
Total Paid | Total amount collected using cash, card, check, and custom payments |
Due | Amount your center must collect from the guest if partial payment or no payment was made |
Comments | Helpful suggestions or comments about the guest or transaction added by the front-desk staff |
Tips | Amount paid by guests towards tips |
SSG | Amount paid by the guests towards support staff gratuity |
Center | Center in which the collection was made |
Referral Source | Referral source selected by the front office during the guest profile creation |
Referred By | Name of the referrer if the Referral Source is Guest |
Referrer Code | Unique code that identifies the referring guest |