Read the Period Summary
What each figure in the summary means, where it comes from, and the settings that change it.
The Period Summary is the single screen a stylist and an owner will both look at, and the one they are most likely to disagree about. It is worth understanding line by line.
Where it livesCopy a link to this section
Earnings in the left navigation on the web, and the Earnings area of the app. Choose the pay period; a stylist sees their own, a manager or owner can see everyone's.
Who can see what is a permission on the Summary category, and Perceny separates "can see earnings" from "can see today's takings". They are different questions, and it is reasonable to answer them differently.
The figuresCopy a link to this section
Takings: what came in for the work in this period.
Commission: what the stylist earned on it, at their rate, adjusted by any per-service custom commission and by supply-price reduction where it applies.
Tips: collected separately from commission. Whether they have already been paid out depends on Transfer Tips to Stylists and on the instant cash-tip settings.
Deductions and payments: money already paid to the stylist in this period, recorded under Payments.
Kept cash: under Stylist Keeps Cash, the cash the stylist took at the chair. It comes with a breakdown showing which tickets, because it is the figure that surprises people.
Balance: what is owed, in whichever direction. Stylist Pays Salon (Summary and Statistics) relabels a negative balance as "Pay The Salon", which reads far better than a minus sign when stylists routinely owe the shop.
The settings that change what you seeCopy a link to this section
- Exclude Booth Rental Earnings: rent in or out of the earnings calculation.
- Hide Stylist Kept Cash Breakdown: removes the kept-cash dropdown.
- Stylist Pays Salon: the relabelling above.
- Refresh Previous Tickets Commission: whether a mid-period rate change moved tickets already closed.
- Are Tips Subject to Fees?: whether card fees came out of tips.
Reading it when the number looks wrongCopy a link to this section
Work through it in this order:
- Are there open tickets? Unfinished work is not in the number. Search Tickets for open tickets in the period.
- Is kept cash involved? Open the breakdown. A commission near zero for someone who clearly worked usually means their commission is being recovered against cash they already took.
- Was there a refund? A refund lands in the period of the original ticket, not the period you processed it in.
- Did the rate change mid-period? Check Refresh Previous Tickets Commission and see Change a commission rate mid-period.
- Is a supply price reducing it? With supply-price reduction on, the effective rate is below the agreed rate. Show Full Commission Rate decides which one is displayed. See Supply price and commission.
- Are tips already paid out? Tips transferred or paid instantly are not sitting in the balance.
- Is the period boundary what you think it is? Pay period and first pay date are on Business Settings → Information.
Before you pay outCopy a link to this section
Read Run a pay period; it is the checklist version of the above, in the order that avoids rework.