Sales, payments, and order history reports

These are the reports most merchants open daily. Sales Summary shows net sales with returns and discounts; Payment Summary breaks tenders down by method with refunds and cash drawer over/short; Order History is a searchable list of completed orders with totals, tender type, and status. Product Mix ranks items by units, revenue, and margin.

Before you start

Decide the date range and whether you're looking at one location or all.
Know which question you're answering — totals (Sales Summary), tenders (Payment Summary), or a specific order (Order History).

Steps

Open Sales Summary — See net sales, returns, discounts, and transaction totals by day, week, or month.
Open Payment Summary — Review tender totals by method, refunds by tender, card brands, and drawer over/short.
Search Order History — Find a completed order by number, time, or amount and drill into its detail.
Rank with Product Mix — Identify top sellers and slow movers by units, revenue, and margin.

Common mistakes

Reading Online Orders totals as separate from sales — completed online sales also appear in Sales Summary and the financial reports.
Treating Order History as a refund tool; refund from the order detail or POS Previous Orders.

Troubleshooting

Payment Summary shows an over/short you didn't expect.

Reconcile against the Cash Drawer Shifts report for the register's open/close counts.

A sale is in Order History but not in Sales Summary.

Confirm its status is a finalized, reportable status and the date range matches its completion day.

When to contact support

Two reports disagree on the same day's totals after matching filters.