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:
|
| Note |
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The Financial Report offers many options to narrow down your selection. A few things to point out beforehand:
If there are major differences between these 2 total values for a specific timeframe & your selection, please narrow down the timespan, day by day, until major differences between
become apparent. Then, head over to Invoices → Billing CRM. Check for invoices during a specific timeframe using a broad range of filters available at your disposal. Contact the Support-Team for consulting appointments if you require assistance. |
Invoice Report
You can choose one of 2 options to Group By:
Article category
Product
...
The former is the standard. This enables you to group by categories, which will look like this:
You may click on “Product category” to open all the categories, enabling a more detailed view:
...
You can use any filter combinations to suit your needs.
← You have the option to print the current table shown by clicking on this button.
It will also consider if categories are shown completely or not, e.g. an example how it looks:
...
| Info |
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Only if an invoice has been created, it will be shown here. E.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. |
Payment Report
← You may print any list by clicking on the blue Print-button. As always, depending on your selection, you can print a file with your current configurations being applied to the layout.
← 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
Article category
Article category and Payment type
You have the following options available under Filter By to narrow down your search:
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 |
Invoices From and To | The date range of created invoices |
POS | Select between either:
|
Invoice selection | Select between either:
|
Invoice Tag | Only shows invoices with the defined tag |
Payment method | Narrow down the payment method if needed |
Chronological
This is the default method to Group By. Following information is displayed:
Date
Invoice (+Customer Name)
Seller
User
Payment Method
Sum
Here, you are capable to keep track of your received payments, with a focus on the chronological order.
| Info |
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You have the option to show received payments without a corresponding invoice: |
| Info |
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This will change the amount of things you can filter, including Invoice Date and Invoice Tags, since these are not defined without a generated invoice. The case shown is an Electronic Wallet = Customer Account receiving funds, without creating an invoice. |
Article category
If you click on the name of any green Article category, you will be shown a detailed overview of received payments for all articles/category:
It shows you:
Date
Invoice
Seller
User
Payment Method
Sum
Aliquot Amount
Article category and Payment type
This options lists you all the Article categories by Payment type.
As before, you can click on an a green Article category for a more detailed view. At the end of the table, the Total is shown for each payment method:
It will show you:
Date
Invoice
Seller
User
Payment Method
Sum
Aliquot Amount
| Note |
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The Financial Report is a reflection of your invoices and its current state. To identify |