Sales list

The Sales page shows the salon's full financial activity. Who paid what, when, how, with what status.

Where to find it

Sidebar → Sales. Eight sub-tabs.

The eight sub-tabs

1. Daily summary

Today's financial overview: amount, booking count, payment method distribution, top services.

2. Appointments

Booking-based sales. Each booking on a row: customer, service, price, payment status.

3. Sales / Invoices

Every sale (booking + product + membership + package + voucher). Statuses:

• PAID
• PENDING (unpaid, debt)
• PARTIAL
• DRAFT
• REFUNDED
• ROOM_CHARGED (hotel)

4. Payments / Transactions

Financial transaction log. Each transaction: type (Sale, Refund, Partial Payment, etc.), amount, method, status.

5. Gift cards

Voucher sales and redemptions.

6. Memberships

Membership sales and renewals.

7. Packages

Package purchases.

8. Products

Retail product sales.

Filters and search

In each tab:

• Date range: today, week, month, custom
• Status filter: PAID, PENDING, etc.
• Customer search
• Staff filter
• Payment method filter

Actions on a sale

Click a list item:

• View details: line breakdown
• Refund: partial or full
• Download invoice (PDF)
• Resend invoice by email
• Add note: internal
• Status change: only in certain cases

Use case scenarios

Scenario 1: End-of-day summary

Closing time, Daily summary: 32 bookings, 245k Ft revenue, 67% card, 33% cash. Clear day overview.

Scenario 2: Find non-paying customers

Sales tab, PENDING filter. 4 customers haven't paid. Make a call list.

Scenario 3: A customer's payment history

Customer asks: "How much have I spent here?" Customer-search by name. All her sales listed.

Scenario 4: Refund a specific item

Customer complains about a 2-week-old massage. Sales → 2-week filter → customer name → that item → Refund.

Scenario 5: Gift voucher stats

December voucher sales? Gift cards tab, December filter, list, amount. Useful as a marketing benchmark.

Tips

• "Sales" tab is the main view: see everything mixed. Use sub-tabs for specific analysis.
• Run PENDING filter weekly: keeps debts from piling up.
• Use transaction log for audit: NAV or bookkeeper request, exportable.
• Resend invoice helps: customers often ask for tax records later. One click.
• Status meanings: PARTIAL means debt remains. DRAFT means not finalized. ROOM_CHARGED goes to hotel PMS.