The Care Plan report lists care plans sold, the items associated with them, and their status.
NOTE: Care plan data will appear in Daily Activity reports as well, under Misc and marked with a W.
Fields and option in the Care Plan report include:
Customer Name
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The customer name.
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Sale ID
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The transaction ID for the sale.
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Date Sold
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The date the item and care plan were sold.
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Who Sold
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The associate who conducted the transaction.
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Care Plan Name
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The name of the plan that was sold.
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Term
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The length of the plan.
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Status
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The status of the plan, i.e., whether the plan is still in effect.
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Retail
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The price paid for the plan.
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Cost
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The cost to the merchant for the plan.
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Be sure to match this data with your billing statement from your care plan provider.