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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.

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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