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Where to find it: Go to Analytics and pick Daily Sales & Collections from the dashboard menu. The companion Sales Line Items dashboard is a separate entry in the same menu.
The Daily Sales & Collections dashboard is the report to run at the end of every clinic day. It shows what was sold, what was collected in cash and card, what redeemed against gift cards or memberships or credit, and what got refunded — all on a single page. Use the date picker at the top to pick the day and, if you have multiple clinics, the location filter to focus on one.

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Reading the sections

Each section is a compact table of amounts. Amounts are shown split by tax where it matters (Exc. Tax and Inc. Tax) so you can reconcile against your payment processor and against your accountant’s cash-basis or accrual-basis expectations.

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Sales Line Items

The Sales Line Items dashboard lists every line item that rolls into Daily Sales & Collections — one row per charge item with Sale Date, Invoice, Patient, Location, Item, Type, Qty, and Sales (Exc. Tax). Open it from the dashboard menu. Narrow the list with the built-in filters:
  • Location — one clinic or all locations
  • Item Type — services, products, memberships, packages, etc.
  • Sale Type — Sale, Refund, or all
  • Patient — free-text search
Use this dashboard when a number in Daily Sales & Collections looks off and you want to see the specific charges behind it, or when your accountant asks which patients contributed to a bucket.

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Which dashboard for which question?

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Tips

Reconcile deposits with Collections. The Location Collections section is the closest number to what actually hit your bank on the day — before processor fees. When your bank deposit doesn’t match, come here first and compare card-by-merchant.
Cross-Location Redemption catches revenue leakage. If one location sells a lot of packages but another location redeems them, this section shows the shift so a manager can allocate revenue correctly.