Reports: How do I cash up at the end of the day?

For the most comprehensive Revenue data, we recommend using the Reports function via your Web App, which you can access on your iOS device by tapping on Manage > Open Web app > Menu icon > Reports


The best way for your business to cash up at the end of each day depends on which figures you'd like to include. Please see the iOS Reporting help guide for a full explanation of the report sections in the iOS App. 


The Reservations section contains all the data relating to the Reservations. These revenue figures include the amounts noted on Reservations only and do not include actual Sales figures or Payments. This report does not include anything that is not noted on the reservation. E.g. if extra Products or Services are added to the Sale and not to the Reservation, they will not be included in the Reservations Report. 


If you'd like to include the value of all the Products sold, plus Reservations for today, then the Sales section is the best option. The Sales Report includes all revenue in sales that are dated today. Sales can be dated any date, for this cashing up method to work please ensure that all Sales are dated the date of the Reservation. This report may include payments that were not actually received today. E.g. this report includes deposits received on previous days for today's Reservations. 


If you'd like to include only the Payments you actually received today, which may include deposits for future Reservations, plus Payments for today's Reservations and Products sold, then the Payments Report in the Web App must be used. The Payments Report reports payment transactions at the exact time that they were taken, like a statement. It's primarily used to reconcile payment terminals and bank / PayPal accounts.

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