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Service invoices with product

Number of closed service invoices which include a product sale.

Validate in Zenoti

Zenoti > Reports NEW (v2 report) > Financial Reports > Sales - Accrual report > Select all values in Item Type, Sale Type, and Payment Type dropdown > Select centers as displayed in the ezPulse app.

  1. Unhide the Invoice Closed Date and Status column.

  2. Export the report in Excel, open the file remove the top 5 rows and the last row.

  3. Select the table and Go to Insert Tab > Pivot table

  4. Add Status in Filter and select Status as Closed.

  5. Select item type in Columns, select Invoice No in Rows, and Select Count of Item Type in Values.

  6. Now add a formula in a new column =IF(ISBLANK(GETPIVOTDATA("Item Type",$A$3,"Item Type","Service","Invoice No",A5)), 0, IF(ISBLANK(GETPIVOTDATA("Item Type",$A$3,"Item Type","Product","Invoice No",A5)), 0, 1))

  7. Drag the formulae till the end of the table.

  8. After this apply Sum on the rows of newly created column, the value shown there is the metric value.

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