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
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