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
Choose a store in the box above the list and it loads straight away. Use the Date column to narrow it to the days you want.
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…).
Multi Center Wallet Settlement
🔑 These two reports are always in the Wallet Reports menu, but they only fill in if the Multi Center Membership Wallet feature is on for your account.
When a customer buys a wallet at one store and uses it at another, the two stores may need to settle up. Two reports help:
| Report | What it shows |
|---|---|
| Day Wise Wallet Store Settlement | Day by day: the Redeem Store (where the wallet was used), the Purchase Store (where it was bought), the Number Of Receipts, Number Of Customers and Total Redeem Amount |
| Other Store Wallet Receipt Summary | For your chosen dates: each pair of purchase store and redeem store, with the total receipt amount and the number of receipts. Only wallets used at a store other than the one that sold them are counted |
Choose your dates and click Show settlement (Day Wise Wallet Store Settlement) or Show receipts (Other Store Wallet Receipt Summary). How your stores can use each other's wallets is set in Multi Center Wallet Settings.
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. Choose a Store, Date From and Date To, then click Show services or Show products. Read across a row to follow one item, or down a date to see that day. The layout is fixed, so the fields can't be dragged around. Returned bills are left out.
Referral Reports
| Report | What it shows |
|---|---|
| Referrals From Bills | Referrals captured at the billing counter whose coupon hasn't been used yet: the store, the customer who referred, the friend they referred, the bill, the coupon code and the referral date |
| Referrals From Customers | Referrals customers made themselves, outside a bill, whose coupon hasn't been used yet: the campaign, the customer, the friend and the coupon code |
| Referrals Redeemed | Referral coupons that were actually used, with the bill they were used on and the Referral Mode (Bill or Customer) |
Once a referral coupon is used, it leaves the first two lists and shows in Referrals Redeemed. The friends on the first two lists are people you could invite in.
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 Status (such as Active, Redeemed or Expired), 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 above the list, then:
- Click Download template and fill in one row per voucher. Save it as an .xlsx file.
- Choose the Store the vouchers are issued from.
- Drag the file onto the page (or click Choose file), then click Import vouchers.
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 and on the tablet form (see Customer Feedback), in one list: the bill, store, name, email, ratings for Ambience, Service and Behavior, whether they'd like promotional offers, whether they'd recommend you, comments, date, and the Feedback Source (SMS or Tablet) |
| Tab Feedback Report | An older tablet feedback list that only fills in where it was set up specially for your account: bill date, feedback date, customer, store, bill, and ratings for Cleanliness, Quality Of Service and Staff Behaviour |
| Employee Feedback Performance | A bar chart of the average feedback score for each staff member at one store. Choose a Store and dates, then click Show performance. Lower is better: 0 means excellent and 4 means bad |
Customers rate their visit with stars on the feedback form; the reports show each rating as Excellent, Good, Average, Poor or Bad. Filter a rating column for Poor or Bad to find customers to follow up with.
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
Choose a store in the box above the list (if it's already chosen, click Refresh). You'll see customers who are due to come back for a service or product in the next 31 days, 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, due in 2 days.
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.