Stay on top of finances with the Product Sales 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 belarus rcs data 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.
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’.
This feature saves you time and effort chasing parents!
Collect outstanding payments with ease, with our new ‘Collect payment’ function
Alongside this release, came other bulk actions from the Invoices page such as cancelling multiple invoices at the same time from across different months. Similarly, need to credit several invoices? Simply select the multiple invoices and bulk raise the credit.