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Package Sales Financial report

The Sales - Package report provides you details of all the series, offer, and custom packages sold at the current center including the sale amount realized, the guest who purchased the package, the employee who sold it, and payment details.

Note

You can view the Sales - Day/Promo Package report to know the details of day/promo 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.
On the dashboard, click Finance > Sales.
From the list of reports, click Sales - Package.
The report opens in a new tab.
Select the filter criteria and click Refresh to see the report.

Filters

Criteria	Options	Description
Report Name	List of reports for sales	Select Sales - Package as the name of the report.
Business Unit	List of business units	Select the desired business unit. Note Select All if you want to view the sales of all services across all business units. Example: Hair Treatment, and Skin Care, Hand Care.
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 Open Closed	Select the status of the invoice. When a package is purchased, an invoice is created for it with the 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.
Sold By	List of all employees	Select a specific employee who made the sales. Hint: Select All to view sales done by all employees in the current center
Package Name, Tag		Search for a specific package by its name or a group of packages with the same tag. For example, Herbal Hair Treatment can be the package name and Herbal Hair Care can be the tag name for all the packages that are for hair care. Hint: Leave this field blank to view the sales of all the packages at your center.

Column descriptions

Column	Description
Invoice-No. Note This label can be different based on your organization set up.	A number generated by Zenoti when the package sale is initiated. 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.
Category	The category to which the package belongs. For example, in Zenoti your business may have a category such as Massage.
Receipt No. Note This label can be different based on your organization set up.	The receipt number generated when the invoice was closed. Note If the invoice is open, no receipt number is generated.
Sale Date	The date on which the package was sold.
Guest	The name of the guest who purchased the package.
Guest Center	The center with which the guest profile is currently associated.
Employee Code	The unique identifier of the employee who sold the package.
Sold By	The employee who sold the package.
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.
Prepaid Card Redemption	The amount paid for the package using the prepaid card or gift card (if the liability sale was taxed).
Net Price	The expected amount to be paid by the guest excluding the 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 amount paid by the guest for the package. It is calculated as follows: Price Paid = Net Price + Tax
Sale Value	The sale amount collected through Cash, Card, Check, and Custom-Financial payments. The sale amount is inclusive of discounts and does not consider tax. 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.
Status	The current status of 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. You can check the complete invoice log on the invoice page.
Guest Code	The unique identifier associated with the guest. It is auto-generated by Zenoti, as configured by your business.
First Visit	Indicates if this visit is 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.
Type	Indicates if the package is Series (includes offer packages) or Custom.
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. You can check the complete invoice log on the invoice page.
Refund Amount	The amount returned to the guest when the package was refunded.
Business Unit	The business unit to which the package belongs.

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