Generate a financial summary of your current register
In this tutorial you will learn how to generate a financial summary of your current register, composed of the Sales amount, Amounts received and Register Balance and the definition of each information.
The Register management is available only on PREMIUM plan. Learn more about Nex subscription plans.
Shall we generate a financial summary of your current register?
1. In the Register menu, in the Current Register tab, click on the See Total button.
2. A window will open with reports on your current box, the first tab corresponds to the Financial Summary.
About the Sales
Local Sales: Corresponds to the sum of all sales made from the Nex Desktop, on the computer.
Online Sales: Corresponds to the sum of all sales made through Nex Sales App.
Sales by Catalog: Corresponds to the sum of all sales made by the Online Catalog.
All Sales: Corresponds to the sum of all paid sales, including catalog sales, desktop sales, debit (pending) and returned sales, not including canceled sales.
Returns: Corresponds to the sum of all returned sales.
Sales added to debt: Corresponds to the sum of all debt sales, which generated a debt to the customer.
Customers Credits used: Total credit used by customers to pay for purchases.
Discounts: It is the total of all discounts granted in sales.
Cancelations: Corresponds to the sum of all sales canceled by customers.
About the Amounts received
Sales: Corresponds to the sum of all paid sales, including sales that were subsequently canceled.
Debt Payments: Corresponds to the sum of all debts paid by customers in the selected period or register.
Change added to customer credit: Corresponds to the sum of all the changes/returns that were not delivered to the client, but were assigned as a credit in their checking accounts.
Total Received: It is the sum of all the received values that were indicated.
About the Register balance
Opening Balance: Initial balance reported at the time of opening the register.
Amounts Received: Sum of all received values.
Amounts Returned: Sum of all sales returned.
+ Money Added: Total values entered in the register.
- Withdrawn: Total values withdrawn from the register.
Closing balance: Corresponds to the sum of the initial balance, plus all the values received and deposits of cash, less all the values returned and withdrawn from the cash register.