Sales reports show data based on the sales date — the appointment date, or the sale date for retail, packages, and memberships.
Exception: The Daily Sales Report and Daily Sales Invoice Report are based on the checkout date, not the appointment date.
📌 Boarding & Daycare: Sales are split across each night of the stay. If a pet stays July 10–18 and you filter for July 12, only the prorated amount for July 12 appears.
📌 Grooming: Sales are based on the appointment date.
Sales Summary Report
The Sales Summary Report gives you a totals view of gross sales, net sales, collections, and key financial figures grouped by the dimension you choose.
Use it to analyze overall business performance, compare periods, or break down revenue by staff, care type, or category.
Metric | Definition | Formula |
Total Expected | The full invoice amount including service price, add-ons, service charges, tips, taxes, and fees, after discounts. | Net sales + tips + taxes + fees |
Total Unpaid | The outstanding balance across all invoices with a remaining amount greater than $0. | Total expected − total collected |
Total Gross Sales | Service price before any discounts. Includes all invoice item types — services, add-ons, products, packages. | Total service price on invoice |
Total Net Sales | Service price after discounts. Does not include tips, taxes, or fees. | Total service price − total discount |
Total Collected | The actual amount received from all invoices (fully or partially paid), after refunds. | Net sales + collected tips + collected taxes + collected fees |
Total Collected Fees | Processing fees collected from clients (MoeGo Pay fee by client). | Based on the processing fee rate in MoeGo Pay settings |
Total Collected Tips | Total tips received from paid invoices. |
|
Total Collected Taxes | Total taxes received from paid invoices. |
|
Total Tips | Total tip amount listed across all invoices (expected, not just collected). |
|
Total Taxes | Total tax amount listed across all invoices. |
|
Total Deposit | Total deposits collected in the selected period. |
|
Total Discount | Total discount applied across all invoices. |
|
Total Refund | Total amount refunded across all invoices. |
|
Sales Invoice Report
The Sales Invoice Report lists every individual invoice.
Use it to drill into specific transactions, check payment status per booking, or filter by staff, service, or care type.
Metric | Definition |
Invoice ID / Client ID | Unique ID for the invoice or client. Click to view full invoice or client profile details. |
Total Expected | The full invoice amount including net sales, tips, taxes, and fees. For Boarding: split per night; any attached grooming service appears as a separate line on the grooming date. |
Total Unpaid | Remaining unpaid balance on the invoice. |
Total Collected | The total paid amount on the invoice: net sales + collected tips + collected taxes + collected fees. |
Gross Sales | Service price before discounts. For Boarding: displays the unit price (total service price ÷ number of nights). |
Net Sales | Service price after discounts. For Boarding: displays the discounted unit price. |
Service / Add-on / Service Charge / Product / Package Gross Sales | Price for each specific item type before discount. |
Service / Add-on / Service Charge / Product / Package Net Sales | Price for each specific item type after discount. |
Collected Fees | Processing fee collected from the client on this invoice. |
Collected Tips | Tips received on this invoice. |
Collected Taxes | Taxes received on this invoice. |
Tips | Total tip listed on the invoice. For Boarding: tips ÷ number of nights. |
Taxes | Total tax listed on the invoice. For Boarding: taxes ÷ number of nights. |
Deposit | Deposit amount on the invoice. |
Discount | Discount applied to the invoice. |
Refund | Amount refunded on the invoice. |
Daily Sales Report
The Daily Sales Report shows total sales for a period based on the checkout date — not the appointment start date.
Use it to review what was actually invoiced and closed on a specific day.
Example: If you select Oct 28–28, a boarding appointment that started Oct 28 but checks out later will not appear. Only appointments checked out on Oct 28 are included.
Metrics are the same as the Sales Summary Report. The key difference is the date basis: checkout date instead of sales date.
Daily Sales Invoice Report
The Daily Sales Invoice Report lists each individual invoice within the selected period, also based on checkout date.
Metrics follow the same structure as the Sales Invoice Report, except the Sale Date column is replaced with Checkout Date.
