Reports glossary

These terms appear in several reports. Each report's own article explains its columns in full.

Sales terms

  • Gross sales - the value of services and products sold, before discounts.
  • Service sales - gross sales from services, including their add-ons.
  • Retail sales - gross sales from products.
  • Discounts - discounts taken off the sale.
  • Net sales - gross sales minus discounts.
  • Tax - sales tax charged on the sale.
  • Tips - tips left for the team member.
  • Total collected - what the client paid, including tax and tips.
  • Total refunded - what was refunded to the client.
  • Net total collected - total collected minus total refunded.

People

  • Provider - the team member who performed the service or sold the item.
  • Sold By - the team member who sold a gift card, or Online when the client bought it on your booking site.
  • Purchaser - the client who paid for a gift card. Walk-in means no client was added to the sale.
  • Owner - the client who holds a gift card and can spend it.

Other terms

  • Sale # - the number of the sale, as shown in Sales > Sales History.
  • Add-on - an extra added to a service. See Create service add-ons.
  • Credit value - what one item in a package is worth after the package discount.
  • Outstanding liability - the total still on your gift cards, which you owe to their holders.