Category
Revenue
Revenue menu
Revenue Tracking You can check the total amount of schedules conducted by your institution. - Total payment Amount: Displays the sum of schedule amounts that have been processed as "Paid." - Unpaid Amount: Displays the sum of schedule amounts that are in the "Unpaid" or "Partially paid" status along with outstanding balances. - Discount Amount: The total amount that was "Discounted" during payments within the selected period. Reservation Status (4 Types) 1. Scheduled: Refers to the point in timeTender Menu
In the Tender menu, you can check and manage all tender histories added by your institution by period. It allows you to track your overall tender status at a glance, including amounts paid via coupons, vouchers, and direct deposits. 1. Checking and Searching Tender History - Default Screen View: By default, the screen displays tender history records added during the current month relative to today's date. - Custom Period Designation: Using the date selector feature, you can set your desired timeUnpaid Menu
In the Unpaid menu, you can check customers who have incurred outstanding balances during the selected period, and track exactly how long they have remained unpaid. This menu allows you to grasp the collection status of outstanding balances at a glance and add tenders immediately. 1. Checking and Searching Customers with Partially Paid Status - Default Screen View: By default, the screen displays a list of customers who incurred a Partially paid status during the current month relative to today'Export to Excel
- Export Data: Click the [Export to Excel] button at the top of the management screen. - Select Desired Items: You can freely select the items you want to include in the Excel file by checking the boxes, such as Date/Time, Name, Service, Payment Method, Discount, and Partially paid. - Download File: After selecting the items, press the [Download] button to generate an Excel file containing the selected data.