You can view the details of an order by clicking its order number.įor each sale or return, the finance report shows: Description of sales finance report terms
If an order contains multiple products, then each product shows in the report as a separate sale or return, as do shipping charges. The report shows each sale and return that your store made during the selected timeframe, organized by date.
The Sales finance report includes the values that you'll most likely need when doing your bookkeeping, such as net sales. Only Net sales with cost recorded are included in your Cost of goods sold report, and count toward your Gross profit. Together these add up to your total Net sales for the selected date range. Net sales with cost recorded shows net sales where cost was recorded at the time of the sale. In this section, Net sales without cost recorded shows net sales where cost wasn't recorded at the time of the sale. The Gross Profit section shows an overview of your net sales, costs, and profit. Tips shows the total value of tips received. Gift cards outstanding balance shows the total outstanding balance of gift cards that were sold or issued. In this section, Gift card sales shows the total sales of gift cards, which is the face value of sold gift cards minus any discounts that were applied at the time of the sale. The Liabilities section shows an overview of your gift card sales and tips for the selected date range. It also has a link to a separate payments report for each payment method that your customers have used. The Payments section shows an overview of your payments finance reports. It also has links to each of the other sales finance reports:Įach of these other sales finance reports focuses on a specific metric from the Sales report. The Sales section shows an overview of your sales finance reports. However, you can still view historical data for the removed channel by selecting All channels. If you remove a channel, then it won't appear in the channel list. Optional: Select a channel and choose a date range. In the Finances section, click Finances summary.
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In this section, the Payments line shows the number of monetary transactions across all payment providers (Shopify Payments, manual payments, gift cards, and so on), including both payments and refunds.
The detailed Sales finance report breaks down the orders into transactions such as sales, returns, and shipping amounts. In this section, the Total sales line shows the number of orders for the period. The Finances section of the Reports page shows a few key values and has links to the Finances summary page and the detailed reports. If you're looking for information about your Shopify account bills and fees, then you can view your account history in the Bills section of the Billing page in your Shopify admin. You can reopen or refresh the report to show newer data. When you open a finance report, the data is up-to-date, give or take about 1 minute. From the Finances summary page, you can access detailed reports. You can view key financial information about your business in the finance reports.įrom the Finances section of the Reports page, you can open the Finances summary page.
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