Sales log report to contain appointment date
I would like to collate information on net sales (after discounts) per staff member for an accounting period based on appointment dates, regardless of invoices date of creation.
It would make it greatly helpful if you could add the appointment date to the sales log report. As some of my staff haven't checked out items til way after the period of accounting, discounts applied are not showing for this period, and therefore the gross appointment value is the only figure which I can retrieve for that period now. If the appointment date was added to the sales log report, then once they have checked everything out for the accounting period, I would be able to export the file and filter out post/prior appointments in excel and retrieve the exact net appointment value for the accounting period I am looking for??? There seems to be no way of finding this information out at the moment, and I am trying to collate the information for accounting purposes so feel it would be useful to others using the system.
Thank Nat
10 comments
Hey All,
Have you tried the "Appointment Summary" report?
This report is solely based on Appointment Value and Appointment Date. This report can be filtered by Staff member, by date range and can be exported.
All Sales reports are based on Invoices raised, invoice value and invoice dates.
We highly recommend staff members get into the routine of checking out appointments as soon as they have been created so that your reports are aligned nicely :)
Hope this helps!
Or create a sales report that can be filtered by appointment date and stylists, detailing gross appointment values, gross sales, discounts and net sales totals.
This would be greatly useful as all my stylists are self employed and do not check out clients til much later on in their own free time. When they have completed all their appointments for the month, if I could then produce a report which could be filtered by stylist, appointment date to and from, detailing gross appointment value, discount totals, net sale value, and total sales information. They could then use this information for their own personal tax purposes, and I am sure this would be useful to other salons using Fresha for managers to monitor staff etc?
Amazing Idea!
Yes this would be great for doing my tax return!!
This would be very useful for collating information for tax returns purposes!! :D
Yes it would be very useful for self assessment
The appointment summary doesn’t contain the information I require, as stated before that report contains gross appointment value. That is not the correct figure you require for tax purposes. There is no way of finding it out if you haven’t checked all the appointments Straight away.
Hey Natalie,
The Appointment Summary is based on appointment date and post discount value.
Best practise would be simply to encourage the team to check out appointments after they have been completed so your reports track as you want them to track and so you can use the Sales Log Report correctly, rather than works arounds.
@tony @imran if you want to track Taxes, you can ask Natalie to set this up under "Setup">"Taxes
Here's an article to help: Add Taxes
The fastest solution that you can action on now that will give you the results you want now would be to set up your taxes and check out appointments as soon as they have been completed :)
It would be very helpful to be able to view invoices based on appointment date as opposed to the date its is closed out.