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Service Sales Report

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6 comments

  • Whitney Bysterveldt

    I just noticed a discrepancy with service sales reports and invoices. Perhaps I am misunderstanding but I noticed a difference between the amount in the 2 reports of over $600. Upon investigation I found that the Service Sales report did not include the invoices/sales that were made manually. Almost all my clients I do an automatic invoice creation from the booking but I have one day a month that clients are not booked in the system. Rather, they show up without doing online booking and I create a soap note and invoice from the note that isn't automated from the online booking. Those client sales do not show up under service sales report and completely ruin how I do my bookkeeping. All my sales are listed under the Invoicing report but I need to have the item listed under those reports to complete my bookkeeping. Why do the service sales report exclude these manually made invoices?

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  • Ryan

    Hi Whitney, sorry for the trouble on this.  The Sales Service Report reports on invoice items which are linked to both a service and a treatment date.  I'll create a ticket for you so we can look at your situation specifically. -Ryan

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  • Ryan

    Denise, that sounds strange.  I'll open a ticket to see if we can reproduce the issue and resolve anything that may need to be corrected.

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  • Heather Keaney

    I can not open this in  Microsoft excel. Does this not open in an excel file?

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  • Denise Edwards

    Again the filtering of practitioners is not working.  Seems to be hit and miss.  

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  • Ryan

    I have created a ticket to respond to your questions

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