The Sales report shows everything you sold, off the sales your checkouts record, however it was paid. Find it under Reports in the sidebar (owners and managers).
Pick a range - today, the last 7 days, this month, last month, or any custom dates - and the report shows:
- Sales: every sale in the period. Visit bills, walk-in sales, charged missed-visit and late-cancellation fees, and kept deposits. Tips aren't part of it.
- GST: the GST inside those sales, less the GST on refunds. If you're registered, this is the GST figure your quarterly BAS asks for - run the report for the quarter and read it off.
- Tips: what customers added for your team, kept apart from sales because they're the team's money to pay out, not something you sold. They carry no GST.
- Refunded: refunds on sales in the period, counted on the day of the refund, including refunds kept as credit. Credit and gift cards you give for free count here too, so spending them later doesn't count twice.
- Net: sales minus refunds and anything given free.
Below the totals, the report breaks the period down by day, shows where the money came from (visits, walk-ins, fees, kept deposits) and how it was paid (online, cash, card, bank transfer).
Better or worse?
Each figure shows how it compares against the period of the same length just before it - this month so far compares against the same number of days last month, never a partial month against a full one. Green means it moved the way you'd want, red the other way. A brand-new account sees no comparison until there's a previous period to compare against.
For your accountant
Export CSV downloads the day-by-day table for whatever range is on screen, totals included. For BAS time, set the range to the quarter and export.
What counts, and when
A visit's sale counts on the day of the visit, even when you check it out later: press Mark all completed on Friday and Tuesday's visits still count on Tuesday. A visit checked out before its day counts on the day you check it out, and a walk-in on the day you ring it up. Refunds count on the day they were made, even if the sale was in an earlier period. A deposit refunded on a visit that never happened isn't a sale, so it isn't in this report; the Payments page shows the money going back. A sale undone with Undo this sale leaves the numbers entirely.
An invoiced sale counts on the day the invoice was raised, paid or not, as it does in most business software. The Sales tile says how much of it is not yet paid, How it was paid shows that part on its own line, and the Owing section shows what's outstanding on all your invoices right now, with the overdue part on its own. See Invoices.
The money itself counts on the Payments tab of the Payments page on the day it arrives: each day there shows its Net, and Net payments adds those days up.
Cash rounding and edited sales are always reflected exactly as the sale record stands - the report and your receipts can never disagree.