The Finances page is your single view of money in and money out for any date range. It's where you check whether yesterday looked good and where you reconcile against your bank.
- 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.
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