Sales by Invoices Report
Overview
This article includes the Sales by Invoice Report, which provides transaction details for the selected date range. It serves the same purpose as the Day Report and Detailed Day Report in other POS systems.
This article focuses on:
Sales by Invoices: Line-by-line invoice detail
This view allows users to analyze sales performance, payments, taxes, discounts, tips, and server activity for all users during the selected time period.
Prerequisites
Before using Sales Reports:
Orders and invoices must be closed and synced
The device must have an active connection or have been synced
Steps
Log in to Platter Back Office
From the left navigation bar, tap Reports
Choose Sales by Invoices
Select the desired date range
Use the search bar to filter by Invoice ID if needed
Tap Export to download the report
Sales by Invoices
This view provides full invoice detail grouped by invoice rather than by order.
Screen includes:
Order ID / Invoice ID
Order type
Time stamps
Pax
Subtotal
Discounts
Service charges
Tax
Tip
Total
Payment method
Customer name
Server name
This is equivalent to a Detailed Day Report, giving managers precise financial breakdowns.
Troubleshooting
If data is missing or appears incorrect in the Sales Report:
Ensure all orders and invoices are closed and synced
Verify the selected date range
Log out and log back in, or refresh the report to resolve delayed data loading