Business owners need to understand how their businesses are performing and make informed decisions about their growth. To achieve this, they need to keep track of their sales by generating comprehensive sales reports with the help of their PayCliq POS system.

Your POS system can help you easily generate reports that allow you to track transactions, analyse trends, and manage your inventory efficiently. In this step-by-step guide, we will show you how to create sales reports from your POS system so you can stay on top of your sales data and make smarter business decisions.

Use the steps provided below to generate sales reports from your POS system. 

Step 1

Log into your business account from PayCliq’s web or mobile app.

Open the Paycliq application

Step 2: 

Click on ‘Sales Record’ to generate the report you want.

Step 3: 

Select the report type. PayCliq offers a range of reports, including daily sales, product/category breakdowns, employee sales, and custom reports.

Step 4:

In the top right corner, select the time range and filters. Customise the report by setting filters such as date range.

Step 5:

Once you have customized the report and clicked ” Generate,” you can generate and export it in your preferred format (PDF or Excel). 

PayCliq’s real-time sales reporting keeps you updated on your sales anytime and anywhere. 

Another feature of the POS system is generating an End-of-Day (EOD) receipt. Below are simple steps to generate an EOD report;

• Open the PayCliq app
• Click on ‘More’
• Select ‘End-of-Day’ and generate a report containing all daily transactions. 
• To print the EOD receipt for previous days, click the filter icon in the top right corner of the screen and select your preferred date.

Our Take

Generating sales reports can benefit your business. Some of the benefits include valuable insights into total sales, high-selling products, customer trends and peak business hours. You can also filter data by date or category to track key performance metrics. These insights help you optimise inventory, adjust pricing strategies, and assess employee performance. Your business can significantly improve its business management and operational efficiency once you make good use of the sales reports generated.