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 lives
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 figures
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 see
- 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 wrong
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 out
Read Run a pay period — it is the checklist version of the above, in the order that avoids rework.