Maybe you or your accountant/bookkeeper want to get a statement of how much your business has outstanding to customers in the form of issued gift cards, store credits, or unused deposits.
How to do it:
Go to Statistics
Click on Export at the top right corner.
Select the export Gift Cards...
Pick the period you want the export to include data from.
Download the export as an XLSX file (Excel file)
Open the file with Excel (Windows) or Numbers (Mac).
Here you’ll then get a full overview of the gift cards, store credits, and deposits that have been issued in your chosen period.
The column "amount" shows the amount that was originally issued.
The column "amountspend" shows the amount that has been spent/used.
The column "balance" shows how much may be left over.
Note: At the bottom of the file, you'll also find a total summary of 'Balance' showing the total outstanding.
Søgeord: Depositum - Forudbetaling - Delbetaling - Tilgodehavende