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Transaction Summaries

On the Summaries page, users can conveniently monitor their transactions in a single view. This serves as crucial data for merchants or users to keep track of the balance in their business. Additionally, they can gain an overview of their business performance.

Step 1: Navigate to the Finance menu and click “Summaries”

Step 2: Select the transaction start and end date that you wish to summarise.

Step 3: Now you have the ability to monitor the summaries of your transactions, providing you with valuable insights. Discover important details, such as the busiest period with the highest number of transactions or the overall health of your business.

Formula:

  • Balance: Sale – Refund
  • Average Amount : Balance/Total Transaction

Step 4: To download the charts, simply click on the three-bar icon located at the top right corner of each chart. From there, choose your preferred file format for the download.

Updated on August 22, 2023

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