Finance report
Revenue, payment methods, transactions, monthly and detailed breakdowns
Finance report
The Finance report is a detailed analysis of money flow. Want to know gross revenue, VAT, tips, which payment method earned what? You're in the right place.
Where to find it
Reports → Finance tab. 4 sub-tabs.
1. Overview
KPI cards
- Gross Revenue – all sales total
- Discounts & Refunds – deductions
- Net Revenue – Gross – discount – refund
- Tips – tips total
Revenue by Type
Revenue breakdown by type, % of total:
- Services
- Products
- Packages
- Vouchers
Payment Methods
Payment method breakdown:
- Card, Cash, Online, Transfer, etc.
- % of total
Detailed table
Rows: Gross, Services, Products, Discounts, Refunds, Taxes, Net Revenue.
2. Summary (monthly)
Monthly table:
- Month, Gross, Discounts, Tax, Tips, Net
Totals row at the bottom. Sortable, exportable (CSV/Excel).
3. Payments (payment-method level)
More detailed payment analysis:
- Method, Category, Transaction count, Amount, %
With pie/donut visualization.
4. Transactions (transaction log)
Full transaction list (paginated):
- Sale #, Date, Customer, Method, Amount, Tip, Status, Type
Any individual transaction is searchable and reviewable.
When to use it
Scenario 1, monthly file for accountant Finance → Summary → "Last month" → Export → Excel. Send. Done.
Scenario 2, dispute over a payment Customer says they paid but you can't find it. Finance → Transactions → search by customer name. Found, or proves the gap.
Scenario 3, analyzing payment method trends Finance → Payments. Card share went from 60% to 75% over 6 months → consider more terminal capacity.
Scenario 4, preparing VAT return Finance → Overview → Detailed table. Gross and Tax rows show what you collected as VAT.
Scenario 5, "why is profit low" Finance → Overview. Discounts & Refunds high? Discounts are eating revenue. Check refunds separately (Transactions → Refunded filter).
Difference from the Finances module
Reports → Finance and the Finances module serve different purposes:
- Reports → Finance: transaction-level analysis (what you sold, how they paid)
- Finances module: bookkeeping-level (revenue, expenses, tax set-aside, accountant export)
Reports → Finance is the salon's "cash register view," Finances module is the "business view."
Tips
- Net Revenue is the real number, don't focus on Gross. Refunds and discounts come out of gross.
- Tips aren't salon revenue, they're staff income. Separate category.
- Transactions tab is great for dispute resolution, searchable by name, date, amount.
- Check filters before exporting, exporting "last month" only includes that period.
- Payment Methods donut shapes register strategy: low card share may signal weak terminal or payment UX.
- Refunds deserve attention, lots of them = service quality issue. Schedule a retrospective.