Invoicing Reports
- 05 Feb 2024
- 2 Minutes to read
Invoicing Reports
- Updated on 05 Feb 2024
- 2 Minutes to read
Article Summary
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Want your reports to include the last day of the period you select? Set your report's end date to the following day!
Time periods start and end at 12AM in Nexudus. This means the end date you select for your report is never included unless you move the end date to the following day.
For example, selecting August 1st to August 31st automatically excludes any data from the 31st in your report.
To include data from August 1st to August 31st, you need to run the report from August 1st to September 1st.
You can easily filter your invoicing reports based on whether the items were invoiced through NexKiosk, the Nexudus platform or both.
Simply click on the relevant option to see the following data:
- All - includes invoicing for sales recorded through the Admin Panel, the Members Portal, or NexKiosk.
- NexKiosk - only includes invoicing for sales recorded through NexKiosk.
- System/Admin - includes invoicing for sales recorded through the Admin Panel and the Members Portal.
Invoice Details
This report includes data about the invoices created during a specific date range, showing total and tax amounts, expiry dates, and so on.You can see the 1 and -1 values in the quantity column (Qty). -1 means that the previous invoice was cancelled or refunded.
Invoice per Page
This report includes one invoice per page within the date range selected. This report can be exported in Excel (XLS) or PDF format or printed directly.
Invoiced Members by Month
This report includes the number of members invoiced per month within the date range selected. This includes invoices created for members, price plans, and credit notes. The total number of members invoiced is not always the same as the report above, which corresponds to members in price plans.
Invoiced Price Plans
This report includes the total amount invoiced for each of the plans you offer customers.
Invoices
This report includes data on the invoices created, the invoice date, expiry date, total, taxes, and so on, for the date range selected. Records shown in grey correspond to invoices that were cancelled or refunded.
Invoices by Account
This report includes invoices issued for each financial account in Nexudus if you have them defined in your settings.
Invoices by Expense
This report includes itemized details for each invoice, including price plans, resource usage, time passes, products or other charges.
Invoices By Month
This report includes the total invoiced per month within the date range selected in the form of bar charts.
Invoices Tax
This report includes the taxable amount on invoices within the date range selected.
Invoices' Bank Account
This report includes the bank account details of those members who provided said data on your Nexudus Spaces account.
Members in a Plan by Month
This report includes a bar chart of the number of members in price plans by price plan and month for the date range selected.
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