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Knowledge Base |
Reports - Bookings No Invoice
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This article will guide you through running the Bookings No Invoice Report. This report helps to locate all bookings without an invoice and allows you to assign a client's existing credits or take payment / create an invoice so you can take payment through the Point Of Sale (POS). This report is a crucial tool if your club does book clients without them having purchased session credits in advance.
Requirements - A Master Admin login or a staff type with the following permissions:
To generate this report click on Reports > Credits / Bookings > Bookings No Invoice. You have the following options to help you generate a report.
To create an invoice locate the desired booking and click the button + Create Invoice. A dialog box will appear to allow you to enter an amount and click the Create button which will add the invoice to the customer's account. You will receive a confirmation message that the invoice was successfully added. If you would like to take payment on this newly created invoice, go into the POS. Select the customer to add the desired invoices. To complete payment click on the CHECKOUT button to select a payment method and complete the sale.
To take payment click the button Take Payment.
The button will direct you to the POS where you can select the customer. Once you have added all of the desired invoices, click on the CHECKOUT button to select a payment method and complete the sale.
Requirements - A Master Admin login or a staff type with the following permissions:
- Reporting - Can access reports (must be enabled to see any reports)
- Reporting - Can Access Credits/Bookings: Single Bookings No Invoice
Generating Report
To generate this report click on Reports > Credits / Bookings > Bookings No Invoice. You have the following options to help you generate a report.
- All Services / Classes - From the first drop-down select whether you want to view all services and classes or a specific class or services.
- Toggle whether you want to Ignore bookings where the standard price is $0 (cost the customer nothing to book).
- Select whether or not you want to see Only logged bookings or All bookings.
- From the final drop-down whether you want the report sorted By Booking Date or Customer Name.
- Click the button List Bookings Without An Invoice to generate a report.
Creating An Invoice From The Report
To create an invoice locate the desired booking and click the button + Create Invoice. A dialog box will appear to allow you to enter an amount and click the Create button which will add the invoice to the customer's account. You will receive a confirmation message that the invoice was successfully added. If you would like to take payment on this newly created invoice, go into the POS. Select the customer to add the desired invoices. To complete payment click on the CHECKOUT button to select a payment method and complete the sale.
Taking A Payment From The Report
To take payment click the button Take Payment.
The button will direct you to the POS where you can select the customer. Once you have added all of the desired invoices, click on the CHECKOUT button to select a payment method and complete the sale.
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