For your analysis or accounting needs, you can export all your Sales Files:
Click on Reservations in the Main Menu (the same procedure is used in the "cash receipts" section to export your cash receipts).
By default, the page opens with all the files sorted from the most recent to the least recent over the last 3 months
But you can filter via the tabs Last 6 months, Other dates (personalised search), Daily arrivals and Weekly arrivals
You can also search for files :
by reservation date, by clicking on the Search button
by arrival or departure date, by file number, customer name and finally by offer booked
Once you have applied the filter(s), click on the Start search button.
The list of your files will be displayed according to the filters applied.
Once you have your list, you can export it to CSV by clicking on the Export to CSV link (located at the top right of the page).
You will find a number of items of information:
- The file number
- The invoice number (if one has been issued)
- the date the file was created
- Customer's first and last name
- the customer's e-mail address and telephone number
- Customer's country of origin
- The customer's identification number
- The offer reserved and the promotion and/or promotional code applied
- The quantity of the offer booked
- Arrival and departure dates
- The number of nights and persons (Adults and/or Children)
- The status of the booking: not sold out, sold out, cancelled
- The seller (module on which the booking was made)
- The total excluding VAT and the total including VAT
- Total collected
- Stripe fees (if the Stripe option is activated)
- Whether cancellation insurance has been taken out (yes or no)
- Names of participants
IMPORTANT: the export is limited to 2000 booking files. If the period targeted by the export represents a number of files greater than 2000, we invite you to split this export.
NB: if your file is loaded onto your hard disk, it will be usable in any spreadsheet program on the market.