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Analyze Clients With Tag Based On Sales, Income and Amount Owed

Overview

This tutorial explains how to analyze the sales income and outstanding payments of clients based on their tags

Open The Desired Tag Analysis Window

  1. Click on Point of Sale component
  2. Click on the Reports tab
  3. Click on one of the following buttons
    1. Invoices by Client Tag
      1. This table provides a breakdown of the invoices based on client tag
    2. Payments by Client Tag
      1. This table provides a breakdown of the payments based on the client tag
    3. Invoices by Invoice Tag Button
      1. This table provides a breakdown of the invoices based on the tag assigned to the invoice

How to Use the Tag Windows

  1. Select the desired tags to analyze under the Select Tags To Analyze panel
  2. Click the desired display option under the Display Options menu option
    1. Display Total Sales Per Tag menu item
      1. This option displays the total invoice amount based on the clients that are tagged
    2. Display Total Income Per Tag menu item
      1. This option displays the total payments on an invoice based on the clients that are tagged
    3. Display Total Owed Per Tag menu item
      1. This option displays the total balance due on the invoices based on the clients that are tagged.
  3. Click the Analysis Options menu option
    1. Click the Exclude Tags That Do Not Have Data menu item if you want to all of the tags and not just the tags that have data associated with them
  4. Click the Analyze Tags button

How to Use the Tag Windows

  1. Click the Export Options menu option
  2. Click the Export to CSV File menu item