Reports: Sales and Payment Processing

SUMMARY

You can view your recent sales and, if you use MINDBODY merchant account processing, you can also view your credit and debit transactions.

Keep in mind that these reports are location-specific. If you need to see data for a different location, just use the location filter to choose a specific location. To see your online sales, choose Online Store as the location.

CONTENT

Sales Report

To view a record of your sales transactions, tap Sales in the main menu. Only staff members with permission to view Sales / Sales by Category / Sales by Services reports will see this icon.

You’ll see the total sales for each day in a cash and accrual combined basis. You'll also be able to see details about each completed sale, including the client’s name, the sale date, the items purchased, the staff member who completed the sale, and the total ticket cost. Returns will show up in red.

Tap any sales transaction to see additional details, including the Sale ID, exact time of the sale, the tax charged, and the payment method used.

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Payment Processing Report

If you use integrated merchant account processing, you can tap Payment Processing.

This will show you a record of your recent integrated merchant account transactions conducted within your business. Please note that sales made through your Online Store will not appear in the Payment Processing report section of the app.

These transactions are organized by day and by card type. The credit and debit sales total for the day displays at the top of each section. Below this total, you’ll see the day’s sales organized by card type. Each card-type section shows the total number of transactions for the day, the statuses of these transactions (e.g., Settled, Pending, or both), and the total sales for that card type.

Tap any card-type section to see individual transaction details. In this detail view, transactions are organized by status—Pending or Settled—and by client. Use this view when you want to see a client’s name, check whether a card was keyed in or swiped, or view the sale date and the total amount of a purchase.

Things to know

  • Totals on this report are calculated on a cash and accrual combined basis.
  • Tips are included in the total.
  • Transactions in Pending status will always show up on the current date.
  • Only the owner and staff members with permission to view the Sales / Sales by Category / Sales by Services reports can access it. 

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ADDITIONAL RESOURCES

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