1. Navigate to https://app.aestheticrecord.com/sales/invoices

2. You can utilize the Sales Export to view the detailed breakdown of each individual invoice to be used for payouts, reporting, etc.

3. On the web, begin by selecting the "Sales" tab across the top.

4. You can select the date range you want to export.

5. Then, on the right, select the drop down and export to Excel or CSV.

6. In Excel, or Google Sheets, you can then see all the data exported.

7. At the top right, select the full sheet.

8. Then, select the Filter icon so you can filter the columns. You can also freeze the top row so you have the titles across the top while you scroll.

9. From column R to the left, this data represents the invoice as a WHOLE. From column S to the right, this data represents the ITEM on the invoice.

10. You can filter the columns based on Employee who performed/sold the services, the items, categories, etc to narrow down your view.

Tip: Tip! The "Item" and "Category" data pulls from your inventory tab. So, you want to be sure your categories and items are descriptive so they are easy to filter at this point!

One recommendation: place "Retail:" in front of any retail category to quickly select or remove when filtering.

11. For payroll purposes, you can filter per employee and what is included in their payout. For example, you can find the sum of the sub total (column W), then subtract out wallet credits, tax, etc. as applicable.

Tip: Tip! Example Formulas:

Net Sales = Item Sub Total (W) - Wallet Debits (X) - Refunds (O) - Tips (K) - Tax (AA) - Processing Fee (P) - Discounts (Y) THEN multiply by the percentage they receive.

Total Procedure Sales = Item Sub Total (W) - Discounts (Y) - Tips (K) - Tax (AA) - Wallet Credits (AD) THEN multiply by the percentage they receive.

Tip: Tip! Want to pay when employees SELL a package? Remove Wallet Debits.

Want to pay when employees perform a pre-purchased service? Remove Wallet Credits.