Stay on top of finances with the Product Sales Report

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Depending on how far the customer got through your checkout, the report captures who attempted the checkout and their key contact details. It even shows you what they were attempting to purchase and who for.

See who didn’t complete their shop checkout

You can then prompt customers to go back south korea rcs data through the checkout to successfully complete it. Why not send them an email inviting them to re-attempt the checkout or offer to help them via SMS or email?

As with most other reports in the system, the option to add or invite the customers to products or groups is directly available from the report.

While our Product Sales Report has been a customer favourite since 2022, recent enhancements have integrated more financial elements like settled amounts and comes with a more user-friendly and intuitive interface.

The report’s extensive customisation allows you to build a financial report to suit all your reporting needs.

You can filter the report to just display the sales and settlements by product, schedule, time frame or location. Additional customisations then allow you to add and remove different data columns to the report to see exactly what you need to see.

Save time hunting through spreadsheets or combining several financial reports and use the product sales report to view everything in one place with just a few clicks.

Stay on top of finances with the Product Sales Report

Collect outstanding payments with ease, with our new ‘Collect payment’ function
Collecting payments for outstanding invoices, where the customer has an active direct debit mandate, was made doable with the release of our ‘collect payment’ feature in October. Gone are the days of needing to prompt customers to log back into their Joinin account and pay their outstanding invoices.

Simply select the outstanding invoice(s) and collect payment which will initiate the payment, and the status of the invoice will automatically update to ‘pending’.