đ§Ș Beta: This guide is for boarding and daycare businesses using Financial Reports with Smarter Invoice. Financial Reports are currently in beta. Contact MoeGo Support to request access.
Package reports are part of Financial Reports. They help you track what customers have used from prepaid packages and what remains.
Use this guide to choose between activity during a period and a package balance at a selected date.
Choose the right package report
Report | Use it for | What one row represents | Date basis |
Package redemption report | Review package uses during a period | An individual redemption event | Redeem date |
Package balance report | Review remaining package quantity and amount | A purchased package and its balance | Selected as-of date |
The Package redemption report was previously called Package redeem report.
Review package redemptions
Open Package redemption report: Find it in the Finance tab of your reports.
Select the redemption date range: Choose the period when customers used their packages.
Narrow the results: Use Client name, Business name, or Package name to focus your review.
Review the redemption rows: Check Redeem quantity, Redeem amount, and Invoice ID to understand the package use and identify the associated invoice.
One customer can appear on several rows when they use a package across several visits. Those rows describe separate uses, not repeated package purchases.
Review remaining packages
Open Package balance report and select the as-of date for your review. Check the customer's package, redeemed quantity, remaining quantity, remaining amount, and expiration date.
For example, a customer buys a 10-visit daycare package and has used three visits by month-end. The balance review is about the seven visits remaining at that date. A redemption report for the final week of the month would show only the uses in that week, not all three historical uses.
A package balance is also different from the amount of new package sales in the period. A package purchased in an earlier month may still have value remaining today.
Find the service used with a package
Package redemption report does not include the former Service name column. To find the service associated with a redemption:
Copy the Invoice ID: Find the redemption row in Package redemption report and copy its Invoice ID.
Open Sales detail report: Find it in the Sales tab.
Filter by Invoice ID: Use the invoice ID you copied from the redemption.
Review the Package redeemed column: Look for rows with Yes, then review the item information.
Package redeemed is a column, not a filter.
Sales detail uses checkout dates, while Package redemption uses redemption dates. Check those dates when comparing the two reports. See how sales reports work for the difference between invoice and item rows.
Limitations
Remaining quantity and remaining amount are different measures. Do not treat the number of visits as a currency amount.
Review Expiration date alongside the remaining balance when investigating a customer's package.
If a balance or redemption is unclear, check the related package and invoice records before making an adjustment, or contact MoeGo Support.