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The membership sales report

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The Sales Report is the money report — what was billed in a period, what was collected, and what is still owed.

The columns

ColumnWhat it counts
BilledCharges raised against members in the period.
Credits & AdjustmentsCredits and corrections applied.
Net BilledBilled less those adjustments.
PaidCard and manually entered payments, net of refunds.
Outstanding A/RWhat is still owed.

A B/F chip marks a balance brought forward from before the period, so the rows still add up.

The tabs

Total Results for the whole organisation, Tribe Results by location, Rep Results by the person responsible, Member Results line by line, and Sales By Item by package. Members with no rep appear as an Unassigned row rather than being dropped, so the totals still reconcile.

Invoiced or Collected

The basis is set in Membership Settings under Sales Report Basis. Invoiced counts revenue when a member is billed. Collected counts it when they pay.

CHOOSE THIS DELIBERATELY IF YOU CHARGE ROYALTIES
If a franchise fee is a percentage of revenue, the basis decides what gets charged and when. Use Collected where royalties are calculated on banked revenue. Changing it later changes every historical figure the report produces.