Daily transaction recap

Transaction Recap summarises sales and refunds for a period. Use it to close the day, match deposits by payment method, or compare cashiers and outlets.

Build a recap

1. Go to Transaction → Transaction → Transaction Recap.
2. Under Period, pick the start and end date and time. You can also change the time zone.
3. Under Group by, choose one of:
   • Payment type
   • Payment account
   • Cashier / sales
   • Time bucket (hourly)
   • Day
   • Outlet
   • Sales channel
4. Under Outlet, pick one outlet or All outlets.

Read the recap

• The summary cards include Total sold, Total refunded, Net amount (sold minus refunded), Transactions, Items sold, Avg ticket, Gross profit, Discounts given, Best hour/Best day and Refund rate. Each card is compared with the previous period.
• Sales pattern shows a heat map of sales by weekday and hour, by transaction count or by sales amount.
• The table below breaks down Sold, Refunded, Net, transaction and item counts, and Avg ticket for each group, compared with the previous period.

Note

When grouped by Payment type or Payment account, a transaction paid with several methods is counted under each one. The amounts are the actual payments per method; the summary cards still count each transaction once.

Export or print

1. Click Export.
2. Choose Excel (.xlsx), CSV or Print.