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Home
>Sales & Checkout
>Sales & Checkout Basics

Navigating the Sales Screen

The Sales screen lists all closed and open sales, and it allows you to complete a checkout without an appointment.

The date listed for each sale is used for reporting purposes. You can use the "..." menu to change this date if needed. You can also use the "..." menu to add sale notes, reopen the sale, send the client a receipt, and more.

Exporting the sales list

If you are an Admin user, you can export the sales list as a CSV file by selecting Options > Download.

Note: The export option is only available in the desktop app and is not available in the mobile app.

Filtering the sales list

To filter the sales list, select the Options menu. Adjust the filters as needed and select Apply.

To reset the default filters, select Options > Reset to default filters.

Viewing and exporting the payments list

To view payment details, select Options > View Payments.

Note: You can also view payment details by going to Settings > Payments & Checkout > Payment Accounts > View payments.

If you are an Admin user, you can export the payments list as a CSV file by selecting Options > View Payments and selecting Download from the Options menu.

Note: The export option is only available in the desktop app and is not available in the mobile app.

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