Navigating the Sales Screen

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

To view payment details, select Options > View Payments.

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

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

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

Filtering the sales screen

To filter the sales screen, select the Options menu, adjust the filters as needed, and select Apply.

To reset the sales screen to the default filters, select Reset to default filters from the Options menu.

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