Recurring Services Summary

The Recurring Services Summary display item shows the number of services of a given type (catalog item) sold for the selected club and time frame along with the amount from the Purchase Today section of the recurring service. It also shows the amount Billed and subsequently Collected for all recurring services of this service type during the selected time frame.

This display item has the following columns:

Column

Description

Service

The name of the service (catalog item).

Agreement Count

The total new recurring service agreements created during the selected time frame.

Purchase Today

The total amount of the service sold at POS during the selected time frame.

Billed

The total dollar amount of all invoices dropped for this service during the selected time frame.

Collected

The total amount for this service collected by ABC through draft during the selected time frame.

An example of the Recurring Services Summary item is shown below.

item-RecurringServices.png

The following table shows the filters and settings available for the New Recurring Services item.

New Recurring Services Summary Item Options

Sidebar menu Category

Sales/Receivables

Club Selection

Multiple

Time

Yesterday

This week

Last week

Last 7 days

Month to date

Last month

Last month MTD

This month last year

This month last year MTD

More Links

Recurring Services (Members>Recurring Services)