Financial report — detailed income and expense breakdown

The Financial report (under Reports in the sidebar) provides a detailed, accounting-ready view of all financial activity in your salon. It is designed to be exported and shared with your bookkeeper or accountant.

Summary section

At the top, a summary card shows:

• Gross revenue — total of all sales before discounts
• Discounts given — total value of all promotions and promo codes applied
• Net revenue — gross minus discounts
• Refunds — total refunds issued in the period
• Net income — net revenue minus refunds

Transaction breakdown

Below the summary, every transaction in the period is listed in table form with:

• Date and time
• Customer name
• Services and products
• Staff member
• Payment method
• Gross amount, discount applied, net amount

Filtering

Filter the financial report by:

• Payment method — useful for end-of-month cash vs. card reconciliation
• Staff member — to isolate one employee's transactions for commission
• Service category — to see income from colour vs. cuts vs. treatments

Exporting

Click Export CSV to download the full filtered table. The CSV format is compatible with MYOB, Xero, and QuickBooks for import.

Tax reporting

If you have configured a tax rate in Settings → General, the financial report includes a Tax column showing the GST/VAT component of each transaction, making BAS and VAT returns straightforward.