Configure GST/PST (Canadian Clients Only)
Note this particular setting is not on the Payments Page, but all other sections of this article are.
Navigate to Settings > Location Settings
Select Locations
Enter a GST and/or PST rate in the corresponding fields
Configure Products
Navigate to Payments > Products
Select New Product
Enter product details including Name, Code, Price, and optionally a description
Choose the desired settings
Select Save
Assign Product to Service Type(s)
In the Products page, under the "Applies to service types" column, select "None. Tap to select" for a product
Check-off Applies to next to the service type the product is applicable to
Check-off Is required to make the product mandatory for that service type
Select Close
View Sales Data
Navigate to Payments > Sales
Optimize your data view by using any of the following functions:
Enter text in the search bar to search
Drag to reorder columns
Select column headers to sort columns
Hover over a column header then select the hamburger menu to filter columns
The spreadsheet shows all tickets that included a product sale and may be filtered, sorted, and searched
Export Sales Data
Select the export button at the top right of the page
Optimize the parameters of the export in the Report Settings and Filters window that appears
Select the Export button to download the data as a Microsoft Excel spreadsheet to your browser's default download folder
