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.
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.| Section | What it shows |
|---|---|
| Sales | Revenue by item type. Services rows split into Sale, Refund, and Cancellation or No-Show Fees. Products split into Sale and Refund. Membership Fee splits into Sales/Fee, Refund, Recurring Sales/Fees, Freeze Fee, and Setup Fee so you can see whether today’s membership money was new enrollments, recurring renewals, or fees. The section ends with a Total Sales line. |
| Location Collections | Everything the clinic collected — Cash, Card Online (broken down by merchant), Check, and any Custom payment methods you have configured, minus refunds. |
| Sales Tax | Total tax collected on taxable sales for the day. |
| Liability | New liability the clinic took on today — money the patient paid for something they haven’t yet consumed. Rows for Memberships, Packages, Prepaid Cards, Gift Cards, and Loyalty Points. |
| Location Redemption | Value redeemed at this location against memberships, packages, prepaid cards, gift cards, loyalty points, and cashback. The Sales Realized column shows how much of that redemption counted as revenue on the day. |
| Cross-Location Redemption | Redemptions where the sale was made at one location but the benefit was consumed at another — useful when you’re deciding how to allocate revenue to locations. |
| Discounts | Total discounts applied on the day. |
| Other Fees | Non-revenue fees collected during the day, e.g., Shipping Charge. |
| Totals | The bottom-line summary — Total To Collect and Total Collected, plus Advance / Unearned Sales. |
| Miscellaneous Details (Gratuity) | Tips collected on the day, split into non-medical, support-staff, and total. |
| Register Closure | Opening balance, cash movement (added, transferred), and closing figures. |
| Collection Deposits | How the day’s collections mapped onto your bank deposits. |
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
Which dashboard for which question?
| The question | Use |
|---|---|
| What did we sell today, in one page? | Daily Sales & Collections |
| Which specific charges made up today’s Product Sales number? | Sales Line Items |
| What did we earn this month? | Product Sales Breakdown |
| What still sits in deferred revenue and unredeemed packages? | Accounting Overview |
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.