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Sales Accrual and Cash Reports
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Understanding Sales Cash and Sales Accrual Reports in Zenoti
Step 1: Access the Finance Reports Category
Step 2: Open the Sales Accrual Report
Step 3: Set the Date Range Filter
Step 4: Select Centers to Include
Step 5: Filter by Items
Step 6: Configure the Payment Type Filter
Step 7: Choose the Sale Type
Step 8: Filter by Provider or Team Member
Step 9: Set the Invoice Status
Step 10: Run the Report
Step 11: Customize Visible Columns
