Overview
The Sales Summary shows the total dollar amount of payments and refunds, as grouped by sales type and payment type. This summary also shows credit card processing fees.
IMPORTANT: This summary only shows orders that were closed on the date(s) in view; this date may be different than the actual service or transaction date.
Sales Category includes:
Metric | Definition |
Gift Cards | new gift card sales |
Account Credit | new account credit sales |
Services | service sales without voucher redemptions |
Membership Plans* | new and recurring membership plan sales |
Packages* | new package sales |
Services Redeemed with Vouchers | service sales from voucher redemptions |
Products | product sales |
Tax | total tax paid across all sales |
Tips | total gratuity paid across all sales |
*Metrics included in the Membership & Package builder Beta test.
'Payment Method' includes:
Metric | Definition |
Card | orders paid by credit and debit card |
Cash | orders paid in cash |
Voucher | payment method redeemed for the cost of a service |
Account Credit | orders paid with existing account credit |
Gift Card | orders paid with an existing gift card |
'Other' | orders marked as paid by 'other' |
'Payment Processing' includes:
Metric | Definition |
Card | orders paid by credit and debit card |
Card Fees | total credit card and debit card processing fees deducted |
TIP: As with all summaries, the sort arrow icon next to the section title can be clicked to rearrange the display of rows within the particular section.
Example Sales Summary
NOTE: This was formerly a classic report.