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Packages Payment 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.

Center managers and front-desk staff can use this report to view detailed information on the packages for which payment is to be collected. Payments directly collected against a package are not considered in this report.

  1. At the organization or center level, click the Reports icon.

  2. On the Reports page, search for and select the Package payment report.

  3. If the report has many columns, scroll horizontally to the right or left to view all columns.

  4. To view specific data on the report, select the desired filters. For more information, refer to report features on Zenoti.

  5. Click Refresh.

Column description

Column

Description

Invoice No.

Number of the invoice as part of which the package was sold

Sale Center

Center in which the package was sold

Package Code

Code of the package that was sold

Package Name

Name of the package that was sold

Cust Guest Name

Name of the guest who purchased the package

Sale Date

Date on which the package was sold

Due Date

Date on which the payment for the package was to be collected

Collection Date

Date on which the payment for the package was collected

Amount

Amount collected for the package payment

Attempts

Number of times the guest has made a scheduled payment for the package

Next Attempt Date

Next scheduled payment date for the package

Collection Status

Payment status of the scheduled payment for the package

Note

To collect payment for failed transactions using credit cards and online checks, select the records and click Bulk Charge.

Payment Type

Mode of payment used by the guest to make the package payment

Collection Center

Center in which the package payment was collected