Run detailed reports. Issue refunds. View current and past transactions and print and email customer receipts with the Transaction List Report.
To learn more about this feature, follow the steps below.
Related Article: Transaction List Report - Web Version
-
Tap the Date field to select a Date Range.
If all you want to filter is for dates, the report displays as soon as you set the dates.
-
For additional filter options, tap the filter icon:
.
Filter options are:
-
Service Provider
-
Customer
-
Deposit in Merchant: select a merchant account for your report
-
Transaction Type: select a type of transaction, like gift certificates, services, etc.
-
Checked Out By: select a specific employee who checked out a transaction
-
CC Transaction Mode: select how the transaction was charged via credit card
-
Discount: select discounts applied to a transaction
-
Barcode, Brand, Product, Product Type: search for a specific product
-
Toggle switches to Show refunded items only and Include Past Employees
-
-
You can see the total amount that was earned during the date range you selected and view the transactions during that period.
-
To refund a transaction or get a copy of the receipt, find the transaction on the list. Select it. Then swipe left on the screen.
-
To view more detail about individual transactions, tap the right arrow on the transaction block.
Comments
3 comments
How do you see future service amounts for an individual? Not the entire salon.
On the app. Not web page
Hi Lynn. To see future service sales, you can access this from the Dashboard report. I would recommend running a Trends report or a Sales Breakdown report once you access the Dashboard. There's a filter where you can filter it by a specific service provider or employee.
Please sign in to leave a comment.