WEBVTT

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Hi, there. Welcome. Irina here. with you.

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In this video, let us talk about the Sales menu,

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why it's there on your Zenda account, and how it can help you. to manage your billing and finances.

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I- I'm talking about this menu, here on the left-hand

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side. And we will talk about

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each folder that's available in this menu and what it' can do

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for you. Let's start with the New

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Sale option. And when we click here, we actually can create a new invoice. The only difference from other type

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of invoices is that' it won't be linked to an

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appointment. So please use this menu to record a sale when you. are

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selling a service or a product that doesn't need to be linked with a client appointment.

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And what we'll do here, we will select

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the

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recipient of this,

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um,

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service, so, for example, Erika

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here. Uh, then you can select

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who sold this service. Just select one of the practitioners in your practice.

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Then,

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if this service or product that you are selling is covered by insurance, select that. Otherwise, you

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can remove the insurance from this

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invoice. And then you will be able to select who will be the payee for this invoice,

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either the client themselves, like

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Erika,

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or one of your third parties.

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And then, the location where this service or product were

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sold, and then we'll click Create

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an Invoice, and a New Invoice. page will open. You will see that it's not linked to an appointment.

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And now you will be able to

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add an item, and you will be able to select from your services,

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your session packs, and your products.

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I will select one of the products, and I'm able to collect and record the payment

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right here on this page

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as well. Uh, select the payment method from, uh, the list of available payment

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methods

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and

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save that. There you

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go. You made an invoice, you recorded the payment, and you can print it

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out and give it to, uh, the person who is, uh, purchasing this or email.

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And now, let us talk about the new Payment option available here on the Sales menu. From experience, this

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option is, uh, usually used when you need to reconcile your

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bank feed, you have a list

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of bank transfers, for example, and you need to make a record in your Zenda account of those bank transfers

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and allocate those payments

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to the existing invoices in Zenda. But there may be other options where you would use that.

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So, the steps would be the same when you need to record the payment

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and then can link it to an available

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invoice. So we- we'll start with selecting the

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payee who this payment

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is from, so let me select, um, this client.

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And we will be immediately taken to the Payments page on this payee

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profile. Uh, so what I'll do, I'll just, uh, select the payment

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method, which was a direct

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deposit,

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uh, of $90.

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I can also select which cl- uh, location,

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um, w- I am recording this

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payment in and leave any notes if necessary,

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and then save the changes.

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And now,

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I see below the list of unpaid invoices where I can allocate

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this

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payment, so I will select the payment

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this was, um, paid

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for and just save

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the changes. That's it. This is how you can, uh, record a new payment

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through the Sales menu.

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The next feature that's available through the Sales menu is the list of invoices you

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created. So we'll click

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Sales,

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Invoices.

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This works... This has the functionality of a report, so you can use

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the filters available at the

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top to narrow down the list of invoices you want to generate,

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so you can run the list of, um, invoices just per one client or all clients.

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Uh,

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use those date filters. By default, the start

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date will be one month

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before the date you are working on this page. So whenever you click on the Invoices page

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here, you'll see the list of invoices generated in the past months, but you can change that as

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well. Uh, then you can run a list of invoices per practitioner or, uh, a number of practitioners, for

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example, if they work

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in the same profession, in the same category of, uh, your practice.

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Uh,

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and also, you can, uh, narrow this down

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for

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paid invoices only or unpaid invoices only or see all invoices. And

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also, you can run the list, uh, of invoices issued to a third party or a number of third parties.

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So, all these filters are available to you so that you get the best outcome and only

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see those invoices that you

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need to. Uh, also,

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please use this Choose

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Columns, uh, filter

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to add and remove columns to the

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list of invoices so that you only see the necessary information.

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And once you've selected the columns you want to see, save that la- layout for future uses.

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Um,

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you can

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use those filters

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here, for example, grouping

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a col- uh, uh, a report by a column. So if you drag

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the name of the column here to

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the top

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left, you will see the breakdown of all invoices per client, and you will be able to see which invoices

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have been issued to this client

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and so on. You can group this by any column that's available

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as you can see that.

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Uh, and you can also,

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uh, use

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this,

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um,

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sandwich bar filter where

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you can filter the rows

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by what, uh, they contain.

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Once you're happy with the list of invoices and you want to have, uh, a record of it, you can

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print that invoice or, uh, download it as a PDF here or download

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it as a CSV file or as an Excel

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file and use it elsewhere, for example, for uploading into

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your accounting system

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or sending this to your accountant,

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whatever you need to do with that list of, uh, invoices.

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And the next option here, let's go to the Payments,

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uh, part of the

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Sales menu. So here, what you'll see immediately is the payments that have

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been received in the past,

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um, week.

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You can also use those filters to get a different range of dates for the payments list.

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You can filter those by practitioners,

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uh, and

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also, you can include the pre-payments,

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so to see the, uh, payments that haven't been allocated to your invoices

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yet or only see the list of,

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um, uh, payments that have been allocated to the invoices.

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Uh, and

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similarly, you can group

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this report by every column if necessary

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and filter using this, uh, sandwich bar filter

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here, uh, as well as you can print

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or dow- uh, or export this report as a

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PDF or download them as a CSV file or an Excel

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file. So this is an overview of what the Sales menu can do for you and help you to manage

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your account billing and finances

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information.