This article is for:
Once a sale has been raised in Timely, it can be viewed from a number of places in your account. In this article, you will learn how to view a sale from the sales and report tabs.
How to view a sale from the sales tab
You can also access a list of all of your sales in one place, the Sales tab. This is perfect if you want to see the total sales for a specific date range, or make sure that all of your sales for today are accounted for. To do this:
1
Head to the sales tab in the main menu and select view invoices from the options. This will default to showing you today's sales. You can then use the date selectors provided to view the sales for another period.
2
Click on the view link next to each sale to view this full details.
How to view a sale from the reports tab
There are a number of reports which include sales information. These can be access from the reports tab in the main menu: Some great reports for viewing sales are:
- The invoice detail report.
- The unpaid invoices report.
- The appointment schedule will show you a list of all appointments for a given date.