La página Finanzas es su vista única de las entradas y salidas de dinero para cualquier rango de fechas. Es donde compruebas si ayer estuvo bien y donde haces la conciliación con tu banco.
- 1
Open Finances
From the sidebar, click Finances. The page loads with today's date range by default.
- 2
Read the top three cards
Net Sales (gross minus tax minus discounts minus refunds), Gross Profit (Net Sales minus product cost), and Gross Margin (Gross Profit ÷ Net Sales as a percentage). These are the three numbers your accountant cares about most.
- 3
Pick a date range
Use the date range picker to switch periods. The page recomputes everything below in place.
- 4
Drill into Cash Flow
The Cash Flow section breaks revenue down by payment method (Cash, Card Terminal, Zelle, PayPal, Cash App, Affirm, manual card, custom methods). Click a row to see the orders behind it.
- 5
Drill into Refunds
Same layout as Cash Flow but negative — every refund grouped by method. Useful for finding where the bulk of your refunds went out.
- 6
Check Sales by Type and Sales by Location
The two bottom cards split revenue by product type (physical, weight-based, serialized, repairs, etc.) and by location. Useful for spotting which lines or shops are pulling the most weight.
Was this helpful?