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.
Note: Differences Between Sales Category and Payment Method
The Sales Category and Payment Method sections are calculated using different criteria, so their totals may not always align:
Sales Category: Based on order close date and will only show orders closed on the selected dates(s)
Payment Method: Based on payment date and will only show payments taken on the selected date(s)
As a result:
If a customer makes split payments, the two sections may not match
The Payment Method section will always match the Payments & Refunds report, since both use payment-date calculations
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 |
Fees | fees collected from clients by Boulevard Offset (*only available to customers with Offset enabled) |
'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.