POS reports
POS reports
What this feature is for
POS reports at /pos/reports summarize activity for the active restaurant: sales and payment summaries built from finalized invoices and recorded payments, so you can read the day's takings at a glance.
Who can use it
Viewing POS reports is an Owner and Admin capability in V1. Staff run the operational flow but do not see reporting.
Availability and required module/permission
Reports require the POS module and the reports-view permission. Only Owners and Admins hold that permission in V1.
Prerequisites
You need an active POS module. Figures build from finalized invoices and recorded payments, so meaningful reports appear only once service has produced settled documents.
Common tasks
- Review sales: read sales and payment summaries for the active restaurant.
- Reconcile the day: compare recorded payments against finalized invoice totals.
Buttons and statuses
Reports are read-only. Every result is scoped to the active restaurant and never aggregates across restaurants.
Warnings and important constraints
Reports do not change any record. To correct a figure, act on the underlying invoice through a correction; reporting only reflects the sealed source data.
Troubleshooting guidance
If a total looks off, check that the expected invoices are finalized and their payments recorded; drafts and unsettled amounts are not counted as final takings.
Related articles
- POS invoices and unpaid follow-up