Sales & Reporting

Review your sales history, dig into individual transactions, and export your records for accounting.

View sales history and stats

Track your store's performance with live stat tiles and a searchable list of every sale.

Open the Sales page to see four live stat tiles: Total Revenue, Transactions, SKUs Sold, and Avg Transaction. They are recalculated for whatever set of sales you are currently viewing.
Browse the sale cards, listed newest first, each showing the payment method, transaction ID, status and other badges, date, location, a note snippet, item count, and total.
Use global search to find a sale by transaction ID, product name, or tag name and jump straight to its details. Search returns up to 8 results.

Voided and refunded sales are left out of revenue totals but still counted in the Transactions tile.
Stat tiles always show your store's current currency. If some sales in view were recorded in a different currency, each one is converted at today's exchange rate before the totals are added up, so Total Revenue and Avg Transaction are estimates at current rates rather than exact ledger sums.
Amounts of one million or more are shown in a compact form such as $1.23M. Tap the tile to see the exact figure.
How far back your history goes depends on your plan: 365 days on Free, 3 years on Grow, and unlimited on Max.
When you are offline, only sales from the start of the previous month onward are available.

Narrow the list by date range, status, payment type, and more to find exactly the sales you need.

Pick a date range with a quick button for Today, This Month, or Latest Event, or open the Filter dialog for more options.
Choose a date-range base: Today (the default), Last Week (Monday to Sunday), This Month, Latest Event, a specific past event, or a custom range.
To filter by a past event, open the past-event picker. It lists every past event, most recent first, and loads more as you scroll.
Choose a status view: Exclude Archived, Show All, Archived, Refunded, or Voided. Exclude Archived is the default.
Optionally filter by payment type, pre-order status, and locations, and, with CRM access, by customers and transaction tags.
Apply your filters. The chosen range or event stays selected on that device across sessions.

To see sales older than the current month, use a custom range or pick a past event.
In the past-event picker you can search by event name, city, or country, in English or in your display language.
Your most recent event searches appear as one-tap shortcuts whenever the search box is empty.
If a saved past event is no longer available, for example after you switch stores or once the event is deleted or falls outside your plan's history window, the filter goes back to Today.
A custom start date can't go earlier than your plan's history cutoff. The dialog shows the earliest available date.
Filtering by customers or transaction tags requires CRM access.

Open any sale to see its full breakdown of items, charges, and totals.

Tap View on a sale card or a search result.
Review the details dialog: transaction ID, location, payment method, and each line item with its option, SKU code when enabled in settings, quantity and unit price, adjustments, and services.
Check the notes and the Subtotal, Tax, Fee, and Total.

Add or update a note on a completed sale.

Open the sale details and tap Edit Note in the footer.
Type your note, up to 300 characters.
Save. If you cancel with unsaved changes, you will be asked to confirm discarding them.

The note is the only thing you can change. Sale contents can never be edited after checkout.
Note editing is disabled while a sale is archived.

Mark a sale as voided to remove it from revenue, and restore it later if needed.

A voided sale is excluded from Total Revenue, SKUs Sold, and Avg Transaction, but still counts in the Transactions tile. It shows struck through with a Voided badge.
A refunded sale cannot be voided.
Voiding does not adjust stock. If items should be restocked, update them manually on the Products tab.

Flag a sale as refunded for your bookkeeping.

Marking a sale refunded is a bookkeeping flag only. It does not reverse any payment, so refund the customer through your payment provider or cash drawer, and it does not restock items, which you update manually on the Products tab.
A refunded sale is excluded from Total Revenue, SKUs Sold, and Avg Transaction, but still counts in the Transactions tile, and shows a Refunded badge.
A voided sale cannot be refunded.

Hide a sale from your default list without deleting it.

Open the sale details and tap Archive in the footer to hide the sale from the default list.
To find archived sales again, switch the status filter to Archived or Show All.
Open an archived sale and tap Unarchive to bring it back.

Track which pre-ordered items have been delivered.

Open the sale details dialog.
Check the box next to a pre-order line item to mark it Fulfilled, or uncheck it to revert to Ordered.
Filter the sales list by Ordered or Fulfilled to keep track of outstanding pre-orders.

The sale card shows an amber Pre-order badge while any line is unfulfilled, and a green Fulfilled badge once all items are delivered.
Marking items delivered does not change stock again. Stock was already adjusted at checkout.
Pre-order fulfillment is locked on voided and refunded sales.

Link customers and transaction tags to a sale.

Download a year of transactions as a CSV file for your accounting.

Go to Settings, open the Store tab, and find the Export Transactions card. This lives in Settings, not on the Sales page.
Pick a year. It defaults to the newest year with data.
Tap Export CSV. Your browser downloads a file named after your store and the year.

The CSV has one row per transaction, with headers in the owner's app language: ID, transaction, recorded, and updated times, timezone, location, payment method, items, subtotal, tax, fee, total, currency, event, customer and transaction tags, pre-order status, notes, voided, refunded and archived flags, and who created and updated it.
Transaction Time is when the sale took place, and Recorded At is when it entered the system. If the two differ, it was likely recorded with the Time Machine or checked out offline and synced later.
Only Store Owners can export, and only while online.
Selectable years are limited to your plan's history window: 365 days on Free, 3 years on Grow, and unlimited on Max.