Would you like to have an overview of your sold products and filter them according to certain criteria?
Under Accounting > Sales you can find a complete overview of your sales.
The following video gives you an overview of our sales page.
In the upper area you will find the various filter options.
Via the search bar (orange arrow) you can search for the following criteria
- Name and/or surname ---> Max Mustermann (green box)
- Invoice number ---> RE18072 (blue box)
- Order number ---> A20180715 (red box)
- Order ---> T-shirt (yellow box)
Please note that the date display always shows the last 30 days by default.
Important: The displayed results only refer to these 30 days. If a participant is not visible to you, this is because the sale was made before those 30 days. In order to see all sales, you can simply remove the data in the display completely.
Payment status filters:
Filter by payment status
Paid: Filters all paid sales (green). If you click on a paid payment, you will also see the corresponding transaction.
Due: Filters all payments that are due immediately (red with the respective due date).
Open: Filters all payments that are due in the future (grey) (only relevant for contracts).
Payment method filters:
Filter by different payment methods
You can read how to mark a payment as paid here.
You have the possibility to export your sales as an Excel as well as a PDF file.
If the download does not start automatically, please make sure that you allow "pop-ups" for this page (important!).