SwipeSimple’s Daily Transaction Report email is a summary of your total sales, refunds, and net total, with transaction-level details for each day. You can review every Daily Transaction Report on the SwipeSimple web dashboard as well. To start receiving Daily Transaction Report emails, simply enable this function in your Account Settings.
To get Daily Transaction Report emails, go to Account Settings on your SwipeSimple dashboard, and then Reports. Enter the email(s) that you'd like the reports to be sent to in the Report Recipients field. (Be aware you can only send these reports to email addresses that are associated with a SwipeSimple user.)
The email will show a summary of your total sales, refunds, net total, and card & cash details. You'll receive one email per day.
The report can also be accessed via your account dashboard at any time. The full Daily Transaction Report will show your Summary, Card, and Cash Details. You can send this report to other users via email or export it as a .csv by clicking on Send or Export on the top right. (Be aware you can only send these reports to email addresses that are associated with a SwipeSimple user.)
If you have any other questions, please call us at 408-295-8360.
Please sign in to leave a comment.