Customer and Marketing Reports
See how your wallets, referrals, coupons, gift vouchers and feedback are doing — and which customers are due for their next visit.
Wallet Reports › Wallet Recharge Details
📺 Watch: Wallet Recharge Details
Every time a customer added money to their wallet: the store, date, customer, Old Balance, Amount paid, Load Value (what was added to the wallet), Updated Balance, and how they paid (cash, card, Paytm, cheque, NEFT, PhonePe, Google Pay…).
Aggregate Reports
📺 Watch: Aggregate Reports
Service Aggregate and Product Aggregate are summary tables (pivot tables) showing, for each service or product, how many were sold (Count) and how much they brought in (Amount), broken down by date or month. Drag the fields around to see the data the way you like.
Referral Reports
📺 Watch: Referral Reports
| Report | What it shows |
|---|---|
| Referrals From Bills | Referrals captured at the billing counter: the campaign, the customer who referred, the friend they referred, the bill and the coupon code |
| Referrals From Customers | Referrals customers made themselves, for example through their referral link |
| Referrals Redeemed | Referral coupons that were actually used |
Set up referral campaigns in Marketing › Customer Referral.
Coupon Reports
| Report | What it shows |
|---|---|
| Coupon Redeem Report | Every coupon used: store, bill, customer, coupon code, discount percentage and maximum, bill date, bill amount and total discount |
| Unused Coupon Report | Coupons given to customers that haven't been used yet, with the issue and expiry dates |
💡 Unused coupons about to expire? A quick reminder message often brings the customer back. See Sending SMS and WhatsApp.
Gift Voucher Reports › Gift Vouchers Issued List
Every gift voucher sold: the store, voucher number, amount, purchase date, expiry date, redeem date (if used), days remaining, the buyer's name and phone, the recipient's name and mobile number, and the staff member who issued it.
Importing gift vouchers
Sold vouchers outside Invoay — for example printed vouchers from before you started using it? Click Bulk Import, then:
- Select Store.
- Click Download Template and fill in one row per voucher.
- Upload the file and click Save Changes.
The vouchers are checked against your Gift Voucher Settings and then appear in this list.
Feedback Reports
🔑 Which reports you'll see:
- If bill-based feedback has been set up for your account, you'll see Bill Based Feedback.
- Otherwise you'll see SMS Feedback Report and Tab Feedback Report.
- If Employee Review Performance is on for your account, you'll also see Employee Feedback Performance.
| Report | What it shows |
|---|---|
| Bill Based Feedback | Feedback linked to each bill: the bill, store, bill date, customer, ratings (such as ambience, service and behaviour), whether they'd like promotional offers, whether they'd recommend you, comments, and the feedback date |
| SMS Feedback Report | Feedback customers gave through the link in their SMS: name, email, whether they'd like promotional offers, whether they'd recommend you, comments and date |
| Tab Feedback Report | Feedback given on the tablet form (see Customer Feedback): bill date, feedback date, customer, store, bill, and ratings for Cleanliness, Quality Of Service and Staff Behaviour |
| Employee Feedback Performance | A bar chart of feedback scores for each staff member over your chosen dates |
Package Due Report › One By One
Customers with a One By One package who are due for their next service: customer, phone, package, purchase date, service name, validity, Due Date and Due In Days. See Package Master for how One By One packages work.
Item Due
Customers who are due to come back for a service or product in roughly the next month, based on the Reminder In Days you set for each item in Item Master. For example, if a haircut has a 30-day reminder, a customer who had one 28 days ago shows up here.
You'll see the customer, phone, item type and name, the staff member, the bill date, the reminder period, the Due Date and Due In Days (soonest first).
💡 This is your ready-made call list — message these customers before they go elsewhere.