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Day/Promo Package Sales Financial v1 report

The Sales - Day/Promo Package report provides you details of all the day or promotional packages sold at the current center including the sale amount realized, the guest who purchased the package, and payment details.

Note

You can view the Sales – Package report to know the details of the series, offer, and custom packages sold at the current center.

Select the center for which you want to run the report.
On the main menu, click the Reports tab.
In the left-hand side menu, click Finance.
From the filter, select Sales.
From the list of reports, click Sales – Day/Promo Pacakge.
The report opens in a new tab.
To view the report, select the required filter criteria and click Refresh.
Note
To export to the report, click the Excel (
) or CSV (
) icons.

Filters

Criteria	Options	Description
Report Name	List of reports for sales	Select Sales - Day/Promo Package as the type of report.
Business Unit	List of business units	Select the desired business unit. Note Select All if you want to view the sales of all day/promo packages across all business units.
Sale Date	Today Last 7 days Last 14 days 1 Month 2 months 3 months 6 months Custom	Select the date on which the sale was made. Select Custom to select a date range. Note For custom dates, you can view data for a maximum date range of 6 months at a time. For example, if you wish to see data from January to August, first view data from January to June and then view data from July to August.
Invoice Status	All Closed Open	Select the status of the invoice. When a sale instance is initiated, an invoice is created for it with open status. After the payment is made, the invoice moves to closed status. Note An open invoice is not considered in the employee payroll. Select All to view sales details for all invoices.
Search	Package Name, Tag	Search for a specific day/promo package by its name or a group of day/promo packages with the same tag. For example, Bridal Package can be the name and Wedding can be the tag for memberships for brides and grooms. Hint: Leave this field blank to view the sales of all the day/promo packages at the current center.

Column descriptions

Column	Description
Invoice No. Note This label can be different based on your organization set up.	The number generated by Zenoti when the sale entry. is created. Note Click the invoice number to view the invoice details.
Package Name	The name of the package. For example, Skin Rejuvenation. Note Click the package name to view the package details.
Receipt No. Note This label can be different based on your organization set up.	The receipt number generated after the invoice is closed. Note For open invoices, the receipt number is 0. This is because a receipt number is generated only after full payment is received.
Booked Date	The date on which the package was booked.
Serviced On	The day on which the service(s) was performed.
Guest	The name of the guest who purchased the package.
Guest Center	The center with which the guest profile is currently associated.
Promotion	The name of the promotion in case of discount or name of liability in case of redemption. This column can have one of the following values: Manual: Discount provided on the invoice Price Adjusted: Price adjusted on the invoice Campaign or Discount Name: Name of the campaign or discount applied on the invoice
Price	The list price of the package.
Discount	The discount amount provided on the package sale price. Note Redemptions are not considered as discounts.
Loyalty Points Redemption	The amount paid for the package using loyalty points, if redemption configuration is set to the final sale price (Sale Price - Discount) excluding tax.
Prepaid Card Redemption	The amount paid for the package using a prepaid card or gift card (if the liability sale is taxed).
Redemption	The amount paid for the package using the membership credits (if the liability sale was taxed).
Net Price	The expected amount to be paid by the guest excluding tax. It is calculated as: Net Price = Package Sale Price - (Discount + Redemptions)
Tax	The amount of tax payable by the guest. It is calculated on the Net Price or Package Sale Price based on the tax definition.
Price Paid	The total amount paid by the guest for the package. It is calculated as: Price Paid = Net Price + Tax
Sale Value	The price at which the item was sold and it is either due or collected through Cash, Card, Check, or Custom-Financial. Note In case of redemptions, this column is zero. However, if your business has enabled the Include Redemption in Sales org level setting, you will see the redemption value as the sale value.
Payment Type	The mode of payment. This column can be: Cash CC Online CC Offline Check Custom For liabilities, this column can be: Membership Name in case of credit payments Gift Card Number Prepaid Card Number Loyalty Points Note If liability sale was not taxed, the redemption will show as payment type, otherwise it will be shown in the Redemption column.
Created By	The name of the employee who created the invoice.
Existing Member	Indicates if the guest is purchasing the membership for the first time with a Yes or No. Yes indicates that the guest had purchased a membership before, which might not be active. No indicates that the guest has purchased the membership for the first time.
Status	The current status of the invoice. It can be either Open or Closed. Note If an invoice is open, it is not considered in the employee payroll.
Closed On	The date on which the invoice was closed. If the invoice is reopened and closed, this column is updated with the new date. Note You can check the complete invoice log on the invoice page.
Guest Code	The unique identifier associated with the guest. It is generated by Zenoti, as configured by your business.
First Visit	Indicates if this visit was the guest’s first visit with a Yes or a No.
Member	Indicates if the guest has an active membership with a Yes or No.
Closed By	The name of the employee who closed the invoice. If the invoice is reopened and closed by another employee, this column is updated with the employee name who closed the invoice last. Note You can check the complete invoice log on the invoice page.
Business Unit	The business unit to which the package belongs.

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