Viewing shop sales and exporting them

There are two places to see how your shop is doing: the Sales tab for item-by-item detail, and the Payments page for totals.

The Sales tab

Go to Products & Stock → Sales (you'll need the Stock & Products access area).

Choose a date range with the buttons — Today's till (selected when the tab opens), Today, This month, Last month, Last 90 days or All time — or pick exact From and To dates.

Above the list, the till totals show cash and card sales, refunds, and what should be in the till for the dates you've chosen. For checking the till at the end of the day, including when your trading day doesn't start at midnight, see Reconciling the till with Today's till.

The sales table shows the date and time, items, client (if one was chosen), total, whether it was Cash or Card, and who sold it.

Underneath, a Refunds table lists any refunds in the same period, including:

• which sale was refunded, and the reason,
• who refunded it and who authorised it,
• any items that were not restocked, and
• whether a card sale was refunded in cash (shown as was card).

Export to a spreadsheet

Click Export CSV to download the sales and refunds for the selected dates. Each item sold is on its own row, with the product, SKU, quantity, prices, payment type, client and staff member. Refunds show as negative amounts, so the totals add up correctly. Dates and times are in your studio's time zone, and a Trading day column shows which day's till each row counts towards — the same as the date unless your trading day starts later than midnight.

For takings alongside the rest of your income, use the Payments page below. Reporting → Revenue also shows your shop total alongside the rest of your income — see Your revenue report explained.

Shop takings on the Payments page

Staff with the Payments & Billing access area can see shop money on the Payments page alongside membership payments:

• A Shop sales summary shows your shop takings for the period.
• Use the All revenue / Memberships & other / Shop sales filter to show just shop transactions.
• Refunds appear in the separate Refunded total, so Total revenue and Shop sales show gross takings before refunds.

In the Payments list, cash shop sales and refunds show with the method Manual, and card sales show as Card.