Accounts and Coupons Reports

The Accounts tab shows clients’ prepaid balances. The Coupons tab shows how your coupons are used.

Overview

This guide covers both tabs.

Who Can Access

Accounts needs View Account Settings. Coupons needs View Coupons.

Accounts

• Cards: Total Current Balance, Accounts and Avg per Account.
• Account Balances lists clients with a balance, or who added money in the period.
• Current Balance is today’s balance. Deposits (Period) is what they added in your date range.

Coupons

• Cards: Total Revenue, Coupons and Avg per Coupon.
• Times Used counts every invoice with the coupon. Revenue Generated counts paid invoices only.
• Click Times Used to see which clients and services used the coupon.

Frequently Asked Questions