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:
Gift Cards - New gift card sales
Account Credit - New account credit sales
Services - Service sales without voucher redemptions
Services Redeemed with Vouchers - Service sales specifically from voucher redemptions
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
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:
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.