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Video Information

Reference #: SPTV 3-103
Created: 00.00.00
Last Revised: 00.00.00

Invoice and Sales Reports

This video covers some of the reporting options in the software, including invoice and payment lists, accounts receivable reports, and sales analysis reports.

Please note: Because we are continually updating our library of training videos as new versions of our software are released, this video will likely show an older or newer version of StudioPlus Spectra/myStratus than you have installed. Don't worry! The video will still give you a great overview of this feature.

 

Outline: Invoice and Sales Reports

1. Invoice and payment list reports
   1. Select a date range or filter to print a list of invoices/payments
2. Accounts receivable aging reports
   1. Summary summarizes by client
   2. Detail lists each invoice individually
3. Analysis report
   1. Profit analysis
      1. Client group
      2. Session type
      3. Photographer
      4. Lead source
   2. Product sales analysis
      1. Individual price list
      2. Product line
      3. Category
      4. Groups

Additional Information

» Next video - "Dashboard Part 1 - Overview and Setup"
» Spectra Training Checklist
» Online Help topic(s) - Invoice Lists, Payment Lists, Analysis Reports