The Sales Overview gives you a quick summary of your store's performance. You can use this tool to track daily activity, manage shift reporting, and view historical sales data. This guide explains how to check your sales and understand how they relate to your Settlements.
Review sales and run end-of-day closure
- On your Card Machine, tap the menu icon in the top-left corner.
- Open Sales Overview.
- Enter your Manager PIN.
- Use the quick filters at the top of the screen to select the device and the hours you want to save.
- Tap Done.
- Choose Save and close, or turn on Print if you want a printed copy.
You can see your saved summaries at the bottom of the screen in Previous sessions, where you can review or print them at any time.
Automatic Sales Summary
If you enable automatic daily summaries, the card machine saves a summary every 24 hours at your Default Starting Time. You can change this time or turn auto-save off in Settings. Each card machine keeps its own history. You also have a full breakdown of the overview by channel and brand.
You can also view your sales in the Teya App and the Business Portal.
- Open the Teya App and tap Sales in the bottom navigation bar.
- Use the date filters on the Sales page to switch between periods such as today, yesterday, this week, this month, or a custom date range. You also have a full breakdown of the overview by channel and brand.
- Open the Business Portal and log in with your credentials.
- In the left sidebar, select Overview under Sales.
- Use the date filters on the Sales page to switch between periods such as today, yesterday, this week, this month, or a custom date range. You also have a full breakdown of the overview by channel and brand.
Features of the Sales Overview dashboard
The dashboard provides a full analytics breakdown with Overview and History tabs. Depending on the platform and features available to your account, you may see the following:
Gross sales: Shows sales by card, cash and meal card. Gross sales can include refunds, chargebacks and tips.
Sales comparison: Compares sales with a previous period and can show activity by hour.
Tips: Shows your total tips, average tip and the percentage of transactions that included a tip.
Refunds: Shows refund amounts and transaction counts for the selected period.
Chargebacks: Shows chargeback information for the selected period.
Sales breakdown: Shows sales by channel, card brand and meal card.
Last sales: Shows recent transactions and their payment or settlement status. Statuses may include approved, declined, pending, refunded or on hold.
Busiest hours: Shows the number of transactions received during each hour of the selected period
Understanding differences between sales figures and settlements
Your sales total shows the value of your sales during a selected period. Your Settlement amount shows the funds that will be settled to your bank account after deductions are applied. Because of these deductions, the two amounts are often different.
What can affect the Settlement amount?
Your settlement report shows exactly how your payout was calculated. It may include deductions or adjustments for:
- Sales
- Refunds
- Transaction fees
- Chargebacks
- Other account-related deductions
- Payments held for a routine account review
Important: When checking your bank account, always compare the deposit with the Net Settlement Amount in your settlement report, rather than your sales total. You can see these details by opening the relevant settlement in the Teya App, Business Portal, or on your Card Machine.
Partially paid settlements
If a settlement is marked Partially paid, part of the settlement has already been paid and the remaining amount will be paid separately. This can happen when one or more payments require a routine review. The review can take up to 48 business hours, and you do not need to take any action.
How does my Card Machine track sales?
The Sales Overview, the Teya App, the Business Portal, and settlement reports group sales into the same local period, from midnight to midnight. This is the time window used to calculate and report your sales.
The time shown on your Card Machine does not determine when you are paid. If your Card Machine uses a different starting time, its Sales Overview totals may not match your other reports, but this does not change your settlement cycle.
Remember: Funds will be settled according to your settlement cycle, not automatically at midnight or the following day.
How to update your starting time to midnight
To ensure your Card Machine totals match your other reports, you can update its starting time.
- Tap the menu icon in the top-left corner of the screen.
- Open Sales Overview and enter your Manager PIN.
- Tap the settings icon in the top-right corner.
- Tap Default starting time.
- Set the starting time to midnight.
- Tap Done.
After you update the setting, your Card Machine will track sales from midnight to midnight.