POS Sales Report
Point of sale sales, tax, refunds, products, categories and payment methods for a date range.
The POS Sales Report covers everything rung up on the Point of Sale: what sold, what was collected, what tax was charged, and what was refunded.
Navigate to Reports > Financials > Point of Sale in the sidebar.
Dates
- Sales are dated by when an order was fully paid. An order paid on June 3 counts on June 3, even if it was started earlier.
- Refunds are dated by when the money went back, whichever day the order was sold. A June refund on a May sale shows under June's refunds, and the May sale stays in May.
- Days follow your location's time zone, so a sale at 9pm counts on that day.
Orders that are still being paid (Pending) and Voided orders are not sales. Orders that were refunded after they were paid still count as sales on the day they were paid; their refunds show separately.
What's on the page
| Section | Description |
|---|---|
| Net Sales | Item totals less order discounts. The card also shows gross (before discounts) and the discount total. |
| Orders | Orders paid in the window, items sold, and average order value (including tax). |
| Tax Collected | Sales tax plus any additional tax charged, and the tax inside refunds in the window. |
| Refunds | Refunds that went through in the window, and what you kept: total collected less refunds. |
| Sales Over Time | Net sales and refunds by day, week or month. |
| By Product | Each product (and each size or colour separately), units sold, units returned, and gross sales. Items sold without a catalog product show under Custom items. |
| By Category | Units and gross sales per product category, with each category's share. |
| Payment Methods | Payments taken per method (card in person, card keyed or saved, cash, and so on) and refunds paid back through each. |
| Refunds | Every refund in the window with its order, method, reason and tax. Refunds made in the Stripe dashboard are marked (in Stripe). |
Refunded tax
When a refund returns items, its tax is that items' share of the tax charged on the order. When a refund is just an amount with no items, its tax is estimated as the order's tax proportion and marked with an asterisk.
Download CSV
Click Download CSV to export any table: sales by period, by product, by category, payment methods, or refunds.
What this report doesn't include
- Booking revenue (see Revenue Reports).
- The Accounting Summary does not include POS sales yet; use this report's totals alongside it.