Bookem already allows you to export invoices, line items, and payments as spreadsheets. If you want more flexible reporting, head to reports. (Please note that reports are only visible to team members who have Admin rights)
Follow these steps:
1. In the main menu, go to Reports
2. You'll land on the overview page that displays a summary of financial and booking statistics.
3. To view or create a report, navigate to the 'Accounts' tab
4. You can either use one of the suggested reports, or create your own by clicking '+Create blank report'
5. Set your date range, filters and groupings
6. Next, customise your view and select tax inclusive or exclusive
Click the eye icon to toggle which fields appear as column headings
Toggle to show tax inclusive or exclusive pricing
7. Click on Save report, give the report a name and save.
In 2024, Bookem launched a feature that automatically adds 'Associated Resources', e.g. 'Team Member' or 'Doctor', to invoices with bookings. Older line items may lack assigned team members, impacting reports, but this can be easily corrected. You can make retrospective corrections for invoices with no automatically associated team members
Note: This only works automatically if you're invoicing from a booking in your Bookem Calendar
Follow these steps:
1. Go to Account > Line items
2. Click on the line item missing an associated resource
3. Click on the booking on the invoice that opens up by clicking the pop out icon on the right
4. Now you can see which team member is associated with the booking
5. Close the booking and add the team member on the invoice field
Pro tip: If the team member field isn't visible on your invoice, just click the eye icon to toggle it to on
6. Click 'Save & close'