How to review sales at the end of the day

Before closing the trading day, it is sensible to review the Sales page. This helps catch missing sales, duplicate sales, wrong accounts, and wrong amounts before the Dashboard cash-up is checked.

Daily sales review checklist

• Open Sales from the bottom navigation.
• Check the Today tracker card.
• Compare today’s sales with your real receipts, M-PESA messages, till records, notebook, or bank/card records.
• Use account filters to check Cash, M-PESA, and Bank/Card separately.
• Use category filters if you need to check a specific sales type.
• Search for customer names, invoice numbers, or notes if needed.
• Open invoice payment sales using View invoice.
• Check unusually large sales.
• Check whether any sale was entered twice.
• Check whether any sale is missing.

After reviewing sales

• Go to Home and complete daily reconciliation.
• Enter start and end balances if needed.
• Investigate discrepancies before finishing the day.
• Use Reports if you want a fuller summary.

Useful tip

• Sales review is easier when sales are recorded during the day instead of all at once at closing time.