Daily summary
Every sale and cash movement for the day, in one list
The Daily Summary is your day's record. Every sale rung up in the register, every walk-in, and every cash pay-in or pay-out lands here, so you always have one place to check what happened before you close out.
In this article
- What this shows you
- What each column means
- Daily totals
- What you can do from here
- Narrow it down
What this shows you
The Daily Summary opens on today by default. Each row is one transaction — a register sale, a walk-in, or a cash pay-in/pay-out — newest first. Tap a row to open its receipt, refund it, or reassign it to a different team member.
What each column means
- Created is the date and time the transaction happened.
- Professional is the team member who rang it up.
- Customer is who the sale was for, if a client was attached.
- Description is what was sold or the reason for the cash movement.
- Card Info is how it was paid — card, cash, gift card or split — with the last 4 digits for card payments.
- Total Charge is the amount, net of any refund. Pay-outs show as a negative amount.
Daily totals
Tap Daily Totals to see the day rolled up: total sales, split by cash/card/gift card, total pay-ins, total pay-outs, total refunds, and net cash. This is the number you check against your drawer when you close out your day.
What you can do from here
- Open a receipt for any sale.
- Refund a sale.
- Reassign a sale to the right team member.
Narrow it down
- Filter by date range to look back at an earlier day or a longer period.
- Use Export to CSV to keep a full record or share it with your accountant.
Updated 14 days ago
Did this page help you?