Total Revenue Report reports the value of the services that have taken place in the selected time period whether payments were made or not; whereas, the payment report just reports the payments that were taken in that time period.
Often people ask why their payment and revenue reports don’t match up and often, it’s because they take a payment for a booking before it even happens.
You have 2 options for how the data is pulled:
Accrual – record revenue based on the invoice’s final day of service
Shows the bookings based on the invoice date, which is based on the last service date. For example, a booking that starts in August and ends in September has a revenue date of September and will only be counted if September is included in your date range.
Date Created – record revenue when the invoice was first created
Shows the total based on the date that the invoice was created. For example, a booking that was created in August but takes place in September will have an invoice date in August and, therefore will only be counted if August is included in your date range.
The detailed revenue breakdown per invoice is available for date ranges of 90 days or less.
You can also view yearly comparisons of the same date range.
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