The finance report report summarises sales across all your stores. You can use this report to:
Discover the number and value of sales, including your profit for a selected date range
Reconcile your revenue vs payments
By default, the finance report shows all sales transactions in real-time across all registers and stores (in-store and online) for the last 30 days. Tap All stores to filter by a specific store.
The finance report is also filterable by date. Select either a pre-defined or custom date range to automatically filter the finance report. Tap 
Print to print, or save the report as a PDF from the print dialogue. Only the current filtered view will be printed.
Tap the 3 dots from the top right to export the Payments or Sales from the selected period to csv.
The finance report is broken down into five sections: Profit and loss, Liabilities, Payment Types, VAT Summary, and Reconciliation Summary.
Profit and Loss
The Profit and Loss section provides a high-level overview of your sales performance.
Revenue – The total value of all sales before the cost of goods is deducted.
Cost of Goods Sold – The total cost of the items sold during the selected period.
Net Revenue – Revenue after adjustments such as discounts and returns.
Gross Margin – The percentage of revenue retained after the cost of goods sold.
Gross Profit – The profit remaining after deducting the cost of goods sold from revenue.
Liabilities
The Liabilities section displays balances relating to outstanding customer liabilities.
Gift Cards
Sales – The value of gift cards sold.
Redemptions – The value of gift cards redeemed.
Gift Card Liability – The remaining value of gift cards that are still outstanding.
Store Credit
Credit Issued – The total store credit issued.
Credit Redeemed – The value of store credit used.
Total Store Credit – The remaining store credit liability.
On-Account - For businesses that use customer accounts or layby.
Opening Balance – Outstanding balance at the start of the selected period.
Payments Received – Payments made against customer accounts.
Credit Issued – New on-account sales created during the period.
Closing Balance – Outstanding balance at the end of the selected period.
Payment Types
The Payment Types section summarises how customers paid for their purchases.
Payments are grouped by payment method, such as cash, card, bank transfer, gift card, store credit, and any custom payment types configured in your system. Refunds are shown separately by payment method, with a total payments figure displayed at the bottom of the section.
This breakdown can be useful when reconciling tills or comparing payment totals with your payment provider.
VAT Summary
The VAT Summary shows the taxable value of sales for each VAT rate used during the selected period.
For each VAT rate, the report displays:
Type – The VAT category.
VAT % – The VAT rate applied.
Net – The value of sales before VAT.
VAT – The amount of VAT collected.
This section can be used to support VAT reporting and reconciliation.
Reconciliation Summary
The Reconciliation Summary compares your recorded revenue against the payments received to help identify any discrepancies.
The report includes:
Total Payments Received – Total payments collected during the selected period.
On-Account Sales – Sales added to customer accounts but not yet paid.
Payments on Prior Invoices – Payments received for invoices created outside the selected period.
Prior Invoice Reversals / Reductions – Adjustments made to invoices from previous periods.
Gift Card Sales (Not Redeemed) – Gift card sales excluded from recognised revenue until redeemed.
Adjusted Revenue Total – Revenue after the above adjustments have been applied.
Variance vs Revenue – The difference between adjusted revenue and recorded revenue.
If a variance exists, a warning may be displayed to indicate that payments and revenue do not match. Common causes include incomplete returns, exchanges, payment method changes, or invoice adjustments. Reviewing these transactions can help identify and resolve the discrepancy.