Booking Report
What You Can Track in the Booking Report
This report helps you:
View all customer bookings on one screen
Check what services, products, or packages were billed
See who handled the booking (manager, employee)
Verify payment method, wallet usage, and discounts
Track tax, total sales, and outstanding amounts
It’s helpful for reviewing daily billing activity, exporting for accounting, or auditing specific customer transactions.
How to Access the Booking Report
To open the Booking Report:
Go to the Reports section from your Zylu menu.
Select Booking from the report list
You can filter the data by date range, employee, manager, or other filters depending on what you're analyzing.
How to Download the Report
Tap the download icon at the bottom right of the screen
Choose to export the file as a CSV or PDF
CSV is best if you want to open it in Excel or Google Sheets for detailed analysis. PDF is ideal for sharing summaries with your team.
Explanation of Each Column
Here’s a breakdown of the common columns you'll see in the Booking Report:
Booking # / Invoice No.: Unique identifier for each booking and the corresponding invoice number
Date and Time: When the booking was made
Customer: Name of the customer
Manager: Staff assigned to manage this booking
Employee: Service provider(s) who performed the services
Service / Package / Product / Membership: Items billed in this booking
Wallet Paid Amount: Amount paid using the customer's wallet
Wallet Redemption: If any wallet balance was redeemed as part of payment
Payment Source: How the customer paid — cash, card, UPI, pay later, etc.
Pre-discount Sales: Original total price before any discounts
Gross Sales: Total billed amount before tax
Discount: Total discount applied to the booking
Net Sales: Amount after discounts, before tax
Tax: Total tax amount applied
Total Sales: Final amount payable by the customer (Net Sales + Tax)
Outstanding Amount: Any amount left unpaid at the time of billing
Booking Type: How the booking was made — walk-in, online, etc.
Action: View or download the invoice or take further actions on the booking
Booking Report – Calculation Guide
Each booking in Zylu generates multiple financial values — from pre-discount prices to final totals. Here's a breakdown of what each term means and how it's calculated.
1. Pre-discount Sales
The total price of all items in the booking before any discount is applied.
Formula:
Pre-discount Sales = Sum of item prices (services, products, packages, memberships)
This is the original MRP value.
2. Discount
The total discount applied to the booking. This includes any manual discounts, membership discounts, or promotional discounts.
Formula:
Discount = Pre-discount Sales - Net Sales (before tax)
3. Net Sales
This is the amount after applying discounts, but before tax.
Formula:
Net Sales = Pre-discount Sales - Discount
4. Tax
The tax amount applied on top of net sales (based on your tax settings in Zylu, like GST).
Formula:
Tax = (Net Sales × Applicable Tax Rate)
For example, if Net Sales = ₹1,000 and GST = 18%,
Tax = ₹1,000 × 0.18 = ₹180
5. Total Sales
The final bill amount the customer needs to pay, including tax.
Formula:
Total Sales = Net Sales + Tax
6. Wallet Redemption
The amount the customer used from their wallet balance to pay for the booking.
7. Wallet Paid Amount
The total paid using wallet (if wallet balance was used at all).
Note: In many cases, Wallet Paid Amount = Wallet Redemption.
8. Payment Source
The mode of payment used for the remaining amount after wallet usage (Cash, Card, UPI, Pay Later, Online, etc.).
In some cases, bookings may have split payments (e.g., part wallet, part card).
9. Outstanding Amount
The unpaid balance remaining from the booking. This is the amount the customer still owes.
Formula:
Outstanding = Total Sales - Total Amount Paid
If the customer pays only part of the total, this field will show the pending amount.
10. Tips
If tips were added in the booking, they’ll appear in the Tips Report separately, but may be visible in the invoice summary.
Example Calculation
| Field | Value |
|---|---|
| Pre-discount Sales | ₹2,000 |
| Discount | ₹200 |
| Net Sales | ₹1,800 |
| Tax (18%) | ₹324 |
| Total Sales | ₹2,124 |
| Wallet Paid | ₹500 |
| Remaining Paid via Card | ₹1,500 |
| Outstanding Amount | ₹124 |
Frequently Asked Question
Q. What is the Booking Report used for?
A. The Booking Report gives you a detailed view of every booking. It helps you track billed services, products, packages, memberships, payments, discounts, tax, and outstanding amounts. It is commonly used for sales tracking and billing audits.
Q. Where can I access the Booking Report?
A. Go to the Reports section from your Zylu dashboard and select Booking. All bookings within your selected filters will be shown here.
Q. Can I download the Booking Report?
A. Yes. You can download it as a CSV or PDF by clicking the download icon at the bottom right of the screen.
Q. What does Pre-discount Sales mean?
A. It is the total value of all items in a booking before any discounts are applied. This includes services, products, memberships, and packages at their full price.
Q. How is Discount calculated?
A. Discount is the difference between Pre-discount Sales and Net Sales. It includes all manual and automatic discounts applied during billing.
Q. What is Net Sales?
A. Net Sales is the amount after applying discounts but before adding tax.
Q. How is Tax calculated?
A. Tax is calculated on the Net Sales amount based on your configured tax percentage. For example, if Net Sales is 1000 and tax is 18 percent, the tax amount is 180.
Q. What is Total Sales?
A. Total Sales is the final amount after tax. It is calculated by adding tax to the Net Sales.
Q. What is the difference between Wallet Paid and Wallet Redemption?
A. Wallet Redemption is the amount used from the customer's wallet. Wallet Paid refers to how much of the total bill was paid using wallet balance. In most cases, both values are the same.
Q. How can I see which payment method was used?
A. The Payment Source column shows how the customer paid. This can include cash, card, UPI, wallet, online, or pay later.
Q. What is Outstanding Amount?
A. It is the unpaid portion of the Total Sales. If a customer pays only part of the bill, the remaining balance is marked as outstanding.
Q. How do I filter the Booking Report?
A. Use the filters at the top of the report screen to narrow the data by date, employee, manager, or booking type.
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