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All CollectionsezPulseMetrics
Package Sales incl Tax
Package Sales incl Tax
Simplified Support avatar
Written by Simplified Support
Updated over a year ago

This is to compute all Package sales on an accrual basis. It includes payments by all types including tax and reckons the date of service instead of payment date.

Validate in Zenoti

Zenoti -> Reports NEW(v2 report) -> Financial Reports -> Sales - Accrual report -> Select all values in Item Type, Sale Type and Payment Type dropdown -> select centers as displayed in ezPulse app

  • Unhide Invoice Closed Date and Status column

  • Export the report in excel, open the file remove top 5 rows and last row

  • Select the table and Go to Insert Tab -> Pivot table

  • Add Item Type in Filters and Sum Sales(Inc. Tax) column in values

  • Select Package in Item Type Filter, the value shown is the sale value

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