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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.

  • Unhide the Invoice Closed Date and Status column.

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

  • Select the table and Go to Insert Tab > Pivot table

  • Add Status in Filter and select Status as Closed.

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

  • 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))

  • Drag the formulae till the end of the table.

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

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