This report gives you a summary of all bills & receipts for the selected time period. You can choose multiple filters to get various combinations of details.
Hover on Reports Tab and Click on ‘Bills and Receipt’ Report.
How to Filter Report to view Bills and Receipt details
Select Bill or Receipt to view a report of Bills and receipt accordingly.
Select All Bills, Membership Bills, Cancelled Membership Bills, POS bills, Cancelled POS Bills, Cancelled Bills, All bills except Cancelled Bills.
Select Search by Date, by Create Date or By Period.
Select Bill Created by, from its drop-down.
Select Bill Owner, from its drop-down.
Select Workout time, from its drop-down.
Select Location, from its drop-down.
Select Organization, from its drop-down.
Select Session owner, from its drop-down.
Select Memberships, from drop-down
Select Gender from its drop-down.
Select Transaction from its drop-down.
Select date from the Bill Date from – date picker from which the bill or receipt details are to be viewed.
Select date from the Bill Date To – date picker till which the bill or receipt details are to be viewed.
If filtered by period, Select the year from the drop-down and select the period from the period section
Enter External Bill number if any in its text field.
Click on Search to view the report.
Or click on Export to export the filtered report in excel.
Bill and Receipt Report – Details (Following details of the Bill will be mentioned in the report)
Bill Serial Number
Bill ID
Bill Creation Date
Bill Date
Member ID
Member Name
Amount
Current Balance Amount.
Product Details
Package Details
Campaign Details
Created by Details
Bill Owner
Total Balance for the filtered records.
Total Amount of the filtered records.
Total Number of customers for the filtered records.
List of product types and their respective amounts.
Click on the Pagination to view records on the next page.