Overview
The Sales Summary report shows the total dollar amount of payments and refunds, as grouped by sales type and payment type. This report also shows credit card processing fees.
IMPORTANT: This report 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:
Gift Cards - New gift card sales
Account Credit - New account credit sales
Services - Service sales
Products - Product sales
Tax - Total tax paid across all sales
Tips - Total gratuity paid across all sales
'Payment Method' includes:
Card - Orders paid by credit and debit card
Cash - Orders paid in cash
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:
Card - Orders paid by credit and debit card
Card Fees - Total credit card and debit card processing fees deducted
TIP: As with all reports, 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 Report
