Full details on sales reports.
It is possible to export a sales report in the "List of payments" tab. You can use the filters present in FLiiP before proceeding with the export according to the data you wish to consult. By clicking on "export report" an excel file will be downloaded.
To find the list of your sales:
There are 6 filters at the top of the payment list.
Gear filter
a. By billing date = The date the invoice was issued
b. By payment date received= The date the payment was receivedPeriod - To select a specific period. Make sure to click "apply" when the period has been selected.
Employee
Type of transaction (manual payment, recurring payment, membership modification, etc.)
Transaction status (success, error, pending, etc.)
Payment method (Card, direct debit, cash, etc.)
Once the filters have been selected, click on "Export report" button located at the top right of the page. Note that you can also export the report as is, and then filter it as you wish directly in Excel.
It is also possible to navigate between active payments, future payments and unpaid services with the button available at the top right.
Active payments = Payments that are in process, in error, or successful.
Future payments = All payments planned for the future.
Unpaid services= Payments that are unpaid.
