Understanding Sales Reports

Income Report Column Breakdown

1. Date = Transaction date
2. Sales = Sub-Total - Discount
   • Sub-Total = Service and/or Product price (as listed on receipt)
3. Tips = Tips
4. Expenses = Refunds + Credit Card Processing Fees + New Client Fees + Membership Fees
5. Net Income = Sales + Tips - Expenses + Adjustments
6. Sales Tax = Sales Tax
7. Money Collected = Net Income + Sales Tax
   • Alternatively, Money Collected = (Sales + Tips - Expenses + Adjustments) + Sales Tax.

Notes:

• This report excludes dollars paid for by Business Gift Certificates and Store Credit. Thus, a split payment of $25 cash + $25 GC will have a Sales = $25.
• Adjustments can be positive or negative.
• MassageBook collects $.85 of each Convenience Fee. That amount is considered an Expense and included in the Credit Card Processing Fee of the transaction.

Income by Payment Type Report Column Breakdown 

1. Date = Transaction date
2. Client = Client associated with payment
3. Service = Service and/or Product associated with transaction
   • Services will include checked out appointments or Pre-sold Service Credits sold through the Cash Register.
   • Products will display with the Product name entered on the receipt.
   • Custom Gift Certificate purchases will be labeled as ‘Gift Certificate’.
   • Service Gift Certificates will display with the name of the associated service.
4. Discount = Discount
5. Tips = Tips
6. Tax = Tax
7. Sub-Totals = Service and/or Product price (as listed on the receipt)
8. Total = Sub-Total - Discount + Tip + Tax - Refund + Adjustment
9. Payment Method = Payment method

Notes:

• This report includes dollars paid for by Gift Certificates, MassageBook Gift Cards, and Store Credit. Thus, a split payment of $25 cash + $25 GC will have a Sales = $50.
• This report does not account for Expenses attributed to credit card fees, membership fees, or new client fees. 
• This report does account for Refunds.
• Adjustments can be positive or negative.

Sales by Staff Report Column Breakdown

1. Purchase Date = Transaction date
2. Appointment Date = Appointment date (blank if no appointment)
3. Client = Client associated with the transaction
4. Service = Services, Gift Certificates, and Products (as listed on the receipt)
5. Duration = Duration of all Services included
6. Payment Method = Payment Method
7. Sub-Total = Service price + Convenience Fee - Discount
8. Tips = Tip
9. Total = Sub-Total + Tips + Adjustments - Expenses - Taxes

Notes:

• The date range filters by Appointment Date. The results are sorted by Appointment Date. 

• This report does not include dollars paid for with Business Gift Certificates or Store Credit. Thus, a split payment of $25 Cash + $25 Gift Certificate will have a Sub-Total = $25.

• Items included in the Expenses adjustment are Refunds, Credit Card Processing Fees, New Client Fees, and Membership Fees.

• This report does include Membership enrollments or renewals. Those transactions are assigned to the Business Owner. 

• Any Cash Register transactions that are not associated with an appointment are assigned to the Business Owner. For example, this would include a Product or Series sold individually through the Cash Register.

Sales by Service Report Column Breakdown

1. Date = Transaction date
2. Category of service = Type of service / Primary technique or modality (as currently listed in Setup > Service Menu)
3. Service name = Service name (as listed on the receipt)
4. Service cost = Service price (as listed on the receipt)

Notes:

• This report lists the Totals as the amount of the service as listed on the receipt. The Total does not reflect Money Collected.
• This report does not include Series sales or Membership enrollments or renewals.