Point of Sale - Payment - Reports

Introduction

Looking for insight into your daily performance? This guide can help you get a comprehensive view of your reports!

Get the most out of your point of sale by viewing detailed reports and insights. Keep track of sales, trends, and customer preferences. With our insights, you can make the most informed decisions.





Step 1: From your new order screen tap the drop-down arrow (a) or slide the setting bar down (b):



Step 2: Tap on Reports. This will open the Sales Summary Report option.



Step 3: Set the Report Period:



Start Date: Click on the start date field and select the desired start date for your report.
End Date: Click on the end date field and select the end date for your report.
Start Time: Click on the start time field and set the starting time for the report period.
End Time: Click on the end time field and set the ending time for the report period.


Step 4: View Key Sales Metrics:
Once the date and time fields are set, the interface will display key sales metrics:



Number of Orders: Total number of orders during the selected period.
Number of Refunds: Total number of refunds processed.
Net Sales: Total net sales amount after refunds.
Discounts: Total discounts applied.
Tips: Total tips collected.
Tax: Total tax collected.
Total: Overall total amount including net sales, discounts, tips, and tax.


Step 5: Sales Summary by Payment Type:
Below the key sales metrics, the report provides a breakdown of transactions by payment type:



Payment Type: Different types of payment methods are used.
Number of Transactions: Total transactions processed with each payment type.
Total Amount: Total amount collected via each payment method.


Step 6: Print Report:
To print the report, click on the Print icon located at the top right of the report section.




Conclusion

Generating a Sales Summary Report is vital for understanding your business’s financial performance over a specified period. By following these steps, you can easily set date and time parameters, view key sales metrics, and print the report for further analysis.

Maintaining regular sales summary reports helps in identifying trends, managing revenue, and making informed business decisions. Regular reviews of these reports ensure you're always up-to-date with your business’s financial health.

Updated on: 10/06/2024