
Add select by Payment Date to Sales Summary Report (DETAIL)
"Fee Date" is kind of misnomer. It is merely the date the date & time that the reservation and/or fee was initiated/saved in the Court Reserve application database. The Payment Date is very important for those of us concerned about revenue recognition, cashbox management and reconciling transactions with payment platforms such as Stripe.
Of course the report can be sorted by payment date (that is what we're doing now), but in order to pick up all the payments in a give month - for a reconciliation - we have to go way back in history (sometimes 3 months or more) to pick up all the payment data for reservations that were made by clients regular bookings, scheduled months in advance.
Appointment date selection is also insufficient because some folks pay for appointments weeks/months in advance.
In other words, being able to select by payment date gives us a truer picture of actual cash flow from sales, particularly credit card sales. And it would make it a lot easier.
Thanks,
dk
Customer support service by UserEcho
Hey David,
I will reach out by email shortly.
Best,
Josh