Navigating the Sales Screen
The Sales screen lists all closed and open sales. The date listed for each sale is used for reporting purposes. The Sales screen also allows you to complete a checkout without an appointment and adjust closed sales by selecting the sale and using the "..." menu.
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.
