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Use financial reports

Review sales, refunds, VAT, and captured payments for the selected period.

Open and filter

  1. Open Reports > Financial summary.

  2. Choose the required date range or quick period.

  3. Use search, filters, grouping, and sorting to narrow the results.

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Review and use the results

  1. Review refunds, net sales, VAT, total sales, captured payments, and the sales list.

  2. Select a sales-list row to open its invoice. Export the Sales report, Transaction report PDF, or Transaction report XLSX when reconciliation requires a file.

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