The Sales Report is your comprehensive financial report, showing a complete breakdown of all revenue, payments, and taxes for a selected period. It covers services, products, vouchers, memberships, packages, tips, and all payment methods, making it the primary report for reconciling your daily, weekly, or monthly takings.
How to Access
Navigate to Reporting from the main menu, then select Sales Report from the report list.
Filters
| Filter | Description |
|---|---|
| From / To | Set the date range for the report. |
Report Sections
The Sales Report is divided into several sections:
Revenue Breakdown
| Row | Description |
|---|---|
| Services | Total revenue from all services performed. |
| Products | Total revenue from retail product sales. |
| Vouchers Sold | Revenue from gift vouchers sold during the period. |
| Vouchers Redeemed | Value of gift vouchers redeemed during the period. |
| Memberships | Revenue from membership fees collected. |
| Packages | Revenue from packages sold. |
| Tips | Total tips received. |
| Discounts | Total value of discounts applied (shown as a negative). |
Payment Methods
A breakdown of how payments were received:
| Payment Method | Description |
|---|---|
| Cash | Physical cash payments received. |
| EFTPOS | EFTPOS terminal payments. |
| Credit Card | Credit card payments. |
| Voucher | Gift voucher used as payment. |
| Account | Charged to the client's account balance. |
| Other | Any custom payment methods you have configured. |
Tax Summary
Shows the GST/tax component of your revenue, broken down by services and products.
Available Actions
| Item | Description |
|---|---|
| Export as CSV | Download the report as a spreadsheet for accounting. |
| Print the report. |
How to Use
- Navigate to Reporting and select Sales Report.
- Set the From and To dates.
- Click Go to generate the report.
- Review the revenue breakdown, payment methods, and tax summary.
- Export as CSV if you need to send figures to your accountant or import into accounting software.
Reconciling Your Day
At the end of each day, run the Sales Report for today's date. Compare the Cash and EFTPOS totals against your physical cash drawer and terminal receipts. If the figures do not match, check the Activity Report for any voided or deleted transactions that may explain the difference.
Understanding Vouchers
Vouchers appear in two places in this report:
| Item | Description |
|---|---|
| Vouchers Sold (in Revenue) | The money received when a voucher was purchased. |
| Vouchers Redeemed (in Revenue) | The value applied when a voucher was used as payment. This is not new revenue; it is the fulfilment of a previous sale. |
To avoid double-counting, focus on the total revenue figure which accounts for both correctly.
Example Scenario
Your accountant needs last month's financial summary. Run the Sales Report for the entire month. The report shows total revenue broken down by services and products, a full breakdown of payment methods, and the GST component. Export as CSV and email it to your accountant.
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