Under this tab of Invoices, you will find an overview of all your received payments, open payments, payments, with or without a generated invoice, etc., allowing you to always keep track of your financial operations - Directly within your GolfSuite.
...
You have 2 sub-tabs available:
Invoice Report
Payment Report
You can Filter By with the following options, narrowing down your selection:
...
Filter By | Explanation |
|---|---|
From and To | The date range you may freely define |
Seller | Narrow down you selection to a specific seller |
Business Unit | To narrow down your Business Unit if there are multiple |
Invoice Tag | Only shows invoices with the defined tag. |
POS | Select between either:
|
Cancelled Invoices | Select between either:
|
Inverted Invoices | Select between either:
|
...
The former is the standard. This enables you to group by Product category, which will look like this:
You may click on “Product category” to open all the categories, enabling a more detailed view:
...
| Info |
|---|
Only if an invoice has been created, it will be shown here. eE.g. If you manually add funds for an Electronic Wallet, or you have your POS configured to not create an invoice when adding funds to an Electronic Wallet, this will not be shown here. |
...
← You may print any list by clicking on the blue Print button. As always, depending on youselectionyour selection, you can print out the information which suits a file with your current needsconfigurations applied.
← Click on this button if you change any option under “Filter By”, to update your overview accordingly.
Under the 2nd sub-tab, Payment report, you will find a detailed overview of received payments. You have 3 options to Group By:
...
Chronological
Articlecategory
Articlecategory and Paymenttype
You you have the following options available under Filter By to narrow down your search:
...
This is the default method to Group by. Following information is displayed:
Date
Invoice (+Customer Name)
Seller
User
Payment Method
Sum
...
If you click on any green Articlecategory, you will be shown a detailed overview of received payments for all categories:
...
As before, you can click on an a green Article Category for a more detailed view. At the end, the Total is shown for each payment method.
...