Article Summary: This tutorial explains how to filter your Reservit Accommodation dashboard by billing date to accurately analyze your key sales data. You will learn how to adjust your statistics to reflect invoice dates, allowing you to easily track accommodation, options, and total revenue across specific periods. By mastering this feature, you can streamline your financial reporting and gain clearer insights into your actual revenue flow.
The 4 key steps to filter your statistics by billing date:
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Access the Dashboard: Navigate to the "Statistics" menu and click on "Dashboard" to open your primary reporting interface.
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Select the Invoice Date Filter: Click directly on the "Invoice date" option to shift your dashboard's processing method away from creation or stay dates.
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Define the Date Range: Use the calendar tools to select the specific beginning and ending dates for your financial analysis. Future dates cannot be selected by invoice date.
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Review Revenue Indicators: Analyze your updated dashboard to view your accommodation, options, and overall revenue strictly based on when the invoices were generated. (Note: only issued invoices are counted, and credit notes are not deducted in this view).
Why follow this guide? Filtering your statistics by invoice date shows the revenue you invoiced over a period. As credit notes are not deducted, use the Global Report and the Revenue report (Statistics > Billing, Reservit PMS) for your accounting reconciliation. This quick adjustment saves you valuable time during financial reconciliations and helps prevent reporting errors when tracking your monthly sales.
Tip: The invoice date dashboard is available with Reservit PMS billing, for the following indicators:
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Accommodation turnover
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Options Revenue
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Total Revenue
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Revenue by Booking Channel
Alert! Only invoices issued during the period are counted. Credit notes are counted separately and are not deducted from the revenue values displayed, as the screen reminds you. You can find this information in Statistics > Billing > Global Report and Statistics > Billing > Revenue report (Reservit PMS).
1. Click "Statistics" then ''Dashboard''
2. Click "Invoice date"
3. Then, select the desired date range.
Warning: Dashboard figures are recalculated every night: bookings made today will appear tomorrow.
Learn more: Understanding the dates in your statistics - Why are my figures different from one screen to another?