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 will only show orders that were closed on the date(s) in view; this date may be different than the actual service or transaction date.
'Sales Category' will include:
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' will include:
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' will include:
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
