 |
Knowledge Base |
Reports - Invoice Changes
|
This article will guide you in generating the Invoice Changes report. This report is a useful way of auditing any changes that have occurred to invoices during a specified date range.
Requirements - A Master Admin login or a staff type that has the following permissions:
To generate the Invoice Changes report, navigate to; Reports > Sales > Invoice Changes. You will first select a custom date range by using the calendars provided, or choose a preset date range from the options on the right. There will be a drop down to filter specific Invoice Changes. Next, click the Excel Export Only option if you are wanting to send directly to Excel, or click Run Report.
A drop down menu will allow you to filter out specific Invoice Changes:
Price Change - Price of the invoice was adjusted
Due Date Change - Due date for the invoice was adjusted
Price Change at POS - Price of the invoice was changed within the POS
Invoice Cancelled - Invoice has been cancelled
Package Changed - The sales package type was adjusted
No Draft Status Changed - Draft Status was adjusted
Paused (Frozen) - Invoice was paused after freezing
Pushed Out (Freeze) - Invoice due date was pushed out after freezing
Unfrozen - Freeze was removed
The online report will display the following information:
Store id - This is the ClubReady id # of your club.
Location - This is your club's location name.
Client - This is the first and last name of the member (or customer).
User Id - This is the ClubReady id# of the member (customer)
Membership Status - This will display the current status of the member. In our example, this member is cancelled.
Staff Member - This is the staff member that made the changes to the invoice(s).
Invoice Number - The invoice id # that has been altered.
Description - This is the invoice description.
Change Date - This is the date that the change was made to the listed invoice.
Value - This is the value or invoice amount not including tax.
Change Type - This will display the type of change that occurred to the invoice.
Old Value - This will display the previous date and or amount prior to the change.
New Value - This will display the new (adjusted) date and or amount for the invoice.
To export the data, select the floppy disk and choose your method of export: CSV (comma delimited), PDF, or Excel.
Related Articles:
Internal Report - Invoice Change Report
Adjust An Invoice
- Reporting - can access reports (required to see any reports)
- Reporting - can access sales: invoice changes
Generating the Report
A drop down menu will allow you to filter out specific Invoice Changes:
Price Change - Price of the invoice was adjusted
Due Date Change - Due date for the invoice was adjusted
Price Change at POS - Price of the invoice was changed within the POS
Invoice Cancelled - Invoice has been cancelled
Package Changed - The sales package type was adjusted
No Draft Status Changed - Draft Status was adjusted
Paused (Frozen) - Invoice was paused after freezing
Pushed Out (Freeze) - Invoice due date was pushed out after freezing
Unfrozen - Freeze was removed
Understanding your Report
The online report will display the following information:
Store id - This is the ClubReady id # of your club.
Location - This is your club's location name.
Client - This is the first and last name of the member (or customer).
User Id - This is the ClubReady id# of the member (customer)
Membership Status - This will display the current status of the member. In our example, this member is cancelled.
Staff Member - This is the staff member that made the changes to the invoice(s).
Invoice Number - The invoice id # that has been altered.
Description - This is the invoice description.
Change Date - This is the date that the change was made to the listed invoice.
Value - This is the value or invoice amount not including tax.
Change Type - This will display the type of change that occurred to the invoice.
Old Value - This will display the previous date and or amount prior to the change.
New Value - This will display the new (adjusted) date and or amount for the invoice.
To export the data, select the floppy disk and choose your method of export: CSV (comma delimited), PDF, or Excel.
Internal Report - Invoice Change Report
Adjust An Invoice
    |