[{"data":1,"prerenderedAt":933},["ShallowReactive",2],{"help:\u002Fhelp\u002Fgrowth\u002Ffind-and-read-a-report":3,"help-all-categories":331,"help-cat-articles:\u002Fhelp\u002Fgrowth\u002Ffind-and-read-a-report":451,"help-related:\u002Fhelp\u002Fgrowth\u002Ffind-and-read-a-report":452},{"id":4,"title":5,"audience":6,"body":7,"category":314,"description":315,"draft":316,"extension":317,"icon":318,"keywords":319,"meta":320,"navigation":321,"order":322,"path":323,"related":324,"seo":327,"stem":328,"updatedAt":329,"__hash__":330},"help\u002Fhelp\u002Fgrowth\u002Ffind-and-read-a-report.md","Find and read a report","clinic",{"type":8,"value":9,"toc":299},"minimark",[10,18,23,39,43,46,49,53,59,63,66,73,77,84,98,101,105,108,112,119,123,130,194,198,204,208,211,217,221],[11,12,13,17],"p",{},[14,15,16],"strong",{},"Growth → Reports"," is one hub for around seventy reports. The hub itself is the important part: once you know how it's organised, finding the right one takes seconds instead of scrolling.",[19,20,22],"h2",{"id":21},"two-tiers","Two tiers",[24,25,26,33],"ul",{},[27,28,29,32],"li",{},[14,30,31],{},"Dashboards"," — a designed overview of one area. Performance, sales, clients, operations. Start here when you don't yet know what you're looking for.",[27,34,35,38],{},[14,36,37],{},"Standard reports"," — a single focused table. Use these when you already know the question.",[19,40,42],{"id":41},"seven-categories","Seven categories",[11,44,45],{},"Sales · Operations · Appointments · Team · Clients · Inventory · Finance",[11,47,48],{},"Two filter rows under the search box narrow the grid — one by tier, one by category — and the search box matches names and descriptions. Nothing is buried in a submenu.",[19,50,52],{"id":51},"favourites","Favourites",[11,54,55,56,58],{},"Star a report and it lands under the ",[14,57,52],{}," filter. Most people end up with five or six they open every week — the daily takings, the no-show rate, the drawer variance — and never touch the rest.",[19,60,62],{"id":61},"date-range","Date range",[11,64,65],{},"Every report shares one range control, and your choice carries as you move between reports. That's deliberate: comparing two reports over different windows is how people reach wrong conclusions.",[11,67,68,69,72],{},"Relative presets like \"Last 30 days\" re-derive their dates each time you come back, so a bookmarked report is never stale. ",[14,70,71],{},"Custom"," pins a fixed window.",[19,74,76],{"id":75},"comparison","Comparison",[11,78,79,80,83],{},"Set ",[14,81,82],{},"Compare to"," and every figure gains its prior-period counterpart plus the change between them:",[24,85,86,92],{},[27,87,88,91],{},[14,89,90],{},"Previous period"," — the same length of time immediately before",[27,93,94,97],{},[14,95,96],{},"Previous year"," — the same window a year earlier",[11,99,100],{},"For a seasonal business, previous year is usually the honest comparison.",[19,102,104],{"id":103},"filters","Filters",[11,106,107],{},"Most reports filter by location, team member, and service or category. Filters live in the URL, so a filtered report can be bookmarked or pasted into a message and the recipient sees exactly what you saw.",[19,109,111],{"id":110},"drilling-in","Drilling in",[11,113,114,115,118],{},"Numbers link through to what's behind them. A sales figure opens the underlying transactions in ",[14,116,117],{},"POS → Sales"," with the same filters applied. A report is a starting point, not a dead end.",[19,120,122],{"id":121},"exporting","Exporting",[11,124,125,126,129],{},"The ",[14,127,128],{},"Options"," menu on any report:",[131,132,133,146],"table",{},[134,135,136],"thead",{},[137,138,139,143],"tr",{},[140,141,142],"th",{},"Action",[140,144,145],{},"What happens",[147,148,149,160,174,184],"tbody",{},[137,150,151,157],{},[152,153,154],"td",{},[14,155,156],{},"Export CSV",[152,158,159],{},"Downloads immediately in the browser",[137,161,162,167],{},[152,163,164],{},[14,165,166],{},"Export Excel",[152,168,169,170],{},"Generates an ",[171,172,173],"code",{},".xlsx",[137,175,176,181],{},[152,177,178],{},[14,179,180],{},"Export PDF",[152,182,183],{},"Generates a formatted PDF",[137,185,186,191],{},[152,187,188],{},[14,189,190],{},"Add to favourites",[152,192,193],{},"Pins it under the Favourites filter",[19,195,197],{"id":196},"build-your-own","Build your own",[11,199,200,203],{},[14,201,202],{},"Reports → Builder"," groups sales data by a dimension you choose — month, week, day, location, staff, service, category, item kind, or payment method — and returns count, revenue, discount, tax, tip and quantity for each group. It answers most \"can I see X by Y?\" questions without waiting for a new report to be built. A builder configuration can be duplicated and kept.",[19,205,207],{"id":206},"what-you-can-see","What you can see",[11,209,210],{},"Reporting is permission-gated, and staff-tier roles are scoped to their own data by default — a provider sees their own performance, not the whole floor's. Compensation and earnings are a separate permission again, so someone can see their own pay without seeing a colleague's.",[212,213,214],"warning",{},[11,215,216],{},"If two people compare the same report and disagree about the number, check three things before assuming a bug: the date range, the location filter, and each person's data scope.",[19,218,220],{"id":219},"which-report-answers-what","Which report answers what",[131,222,223,233],{},[134,224,225],{},[137,226,227,230],{},[140,228,229],{},"Question",[140,231,232],{},"Where to look",[147,234,235,243,251,259,267,275,283,291],{},[137,236,237,240],{},[152,238,239],{},"How did today go?",[152,241,242],{},"Performance dashboard",[137,244,245,248],{},[152,246,247],{},"What did we take, and how?",[152,249,250],{},"Sales summary · Payment transactions",[137,252,253,256],{},[152,254,255],{},"Is the till right?",[152,257,258],{},"Cash drawer over\u002Fshort",[137,260,261,264],{},[152,262,263],{},"Who isn't turning up?",[152,265,266],{},"Cancellations & no-shows · Cancellation & no-show fees",[137,268,269,272],{},[152,270,271],{},"What do we owe?",[152,273,274],{},"Liabilities · Gift card liability · Deferred revenue",[137,276,277,280],{},[152,278,279],{},"Are clients coming back?",[152,281,282],{},"Retention · Rebook conversion · New vs returning",[137,284,285,288],{},[152,286,287],{},"What should we reorder?",[152,289,290],{},"Stock on hand · Reorder",[137,292,293,296],{},[152,294,295],{},"What do we owe the team?",[152,297,298],{},"Payroll & commission · Wages · Tips",{"title":300,"searchDepth":301,"depth":301,"links":302},"",2,[303,304,305,306,307,308,309,310,311,312,313],{"id":21,"depth":301,"text":22},{"id":41,"depth":301,"text":42},{"id":51,"depth":301,"text":52},{"id":61,"depth":301,"text":62},{"id":75,"depth":301,"text":76},{"id":103,"depth":301,"text":104},{"id":110,"depth":301,"text":111},{"id":121,"depth":301,"text":122},{"id":196,"depth":301,"text":197},{"id":206,"depth":301,"text":207},{"id":219,"depth":301,"text":220},"growth","How the reporting hub is organised, how ranges and comparisons work, and how to get the numbers out.",false,"md","i-lucide-bar-chart-3",[],{},true,10,"\u002Fhelp\u002Fgrowth\u002Ffind-and-read-a-report",[325,326],"\u002Fhelp\u002Fcheckout\u002Frefunds-and-the-cash-drawer","\u002Fhelp\u002Fretail\u002Fgift-cards",{"title":5,"description":315},"help\u002Fgrowth\u002Ffind-and-read-a-report","2026-09-01","9pb6AxvJUnJWj8hY-B1TKO0fhwRqiTG3EMJ8VUcvJFk",[332,343,352,362,372,382,392,402,411,421,430,441],{"id":333,"title":334,"audience":6,"description":335,"extension":336,"icon":337,"meta":338,"order":339,"slug":340,"stem":341,"__hash__":342},"helpCategories\u002Fhelp\u002Fcategories\u002Fgetting-started.yml","Getting started","Set up your workspace, learn the layout, and run your first day.","yml","i-lucide-compass",{},1,"getting-started","help\u002Fcategories\u002Fgetting-started","lTnfg_2tKvxQ9QanJ9XY3shoBHrJNWNfnxhcYaaKKPI",{"id":344,"title":345,"audience":6,"description":346,"extension":336,"icon":347,"meta":348,"order":301,"slug":349,"stem":350,"__hash__":351},"helpCategories\u002Fhelp\u002Fcategories\u002Fcalendar.yml","Calendar & booking","Book, move, and cancel appointments. Block time, work the waitlist, and read the grid at a glance.","i-lucide-calendar",{},"calendar","help\u002Fcategories\u002Fcalendar","s5UMHzRIeTUFi7mdsOyuSluzJBp79U9WTsTpOtbaW-E",{"id":353,"title":354,"audience":6,"description":355,"extension":336,"icon":356,"meta":357,"order":358,"slug":359,"stem":360,"__hash__":361},"helpCategories\u002Fhelp\u002Fcategories\u002Fcheckout.yml","Checkout & payments","Ring up a sale, take tips, handle deposits and fees, issue refunds, and close the drawer.","i-lucide-credit-card",{},3,"checkout","help\u002Fcategories\u002Fcheckout","4PQPgJd7Z25g0SvtoqqdMlnzk3DlcJpaZhNAiNiYVW0",{"id":363,"title":364,"audience":6,"description":365,"extension":336,"icon":366,"meta":367,"order":368,"slug":369,"stem":370,"__hash__":371},"helpCategories\u002Fhelp\u002Fcategories\u002Fclients.yml","Clients & forms","Add and find clients, read a client profile, and send forms and consents.","i-lucide-users",{},4,"clients","help\u002Fcategories\u002Fclients","u-tqzEJo2gR_wJ7x7y-EMIF3L4TP9EuBWlamwgwCC0I",{"id":373,"title":374,"audience":6,"description":375,"extension":336,"icon":376,"meta":377,"order":378,"slug":379,"stem":380,"__hash__":381},"helpCategories\u002Fhelp\u002Fcategories\u002Fretail.yml","Memberships, packages & gift cards","The things clients buy once and spend down over time, and how each one behaves at checkout.","i-lucide-gift",{},5,"retail","help\u002Fcategories\u002Fretail","wVVr_rc_P9p2RZWwy0XKsNB9fQ7XtQxxIz4qnixkGkg",{"id":383,"title":384,"audience":6,"description":385,"extension":336,"icon":386,"meta":387,"order":388,"slug":389,"stem":390,"__hash__":391},"helpCategories\u002Fhelp\u002Fcategories\u002Foperations.yml","Operations","The internal side of the business, covering your written playbook, task boards, venue incidents, and the policies everyone signs.","i-lucide-briefcase",{},6,"operations","help\u002Fcategories\u002Foperations","kSPRTYYbOW5LBNuaYXGv0C4IE7BqS2n-OkCSI97f-cM",{"id":393,"title":394,"audience":6,"description":395,"extension":336,"icon":396,"meta":397,"order":398,"slug":399,"stem":400,"__hash__":401},"helpCategories\u002Fhelp\u002Fcategories\u002Fteam.yml","Team & scheduling","Working hours, the weekly roster, clock-in, timesheets, and time off.","i-lucide-id-card",{},7,"team","help\u002Fcategories\u002Fteam","1cMbCRwUmewb4t_DwUJ7jJUjntx-odU8jRDgBredsPs",{"id":403,"title":404,"audience":6,"description":405,"extension":336,"icon":406,"meta":407,"order":408,"slug":314,"stem":409,"__hash__":410},"helpCategories\u002Fhelp\u002Fcategories\u002Fgrowth.yml","Reports & growth","Read the numbers, export them, and find the report you actually need.","i-lucide-trending-up",{},8,"help\u002Fcategories\u002Fgrowth","3XyCU-DkoYi7xSPz0tDRohlYkNBUS0YsLo-insknI8o",{"id":412,"title":413,"audience":6,"description":414,"extension":336,"icon":415,"meta":416,"order":417,"slug":418,"stem":419,"__hash__":420},"helpCategories\u002Fhelp\u002Fcategories\u002Fsettings.yml","Settings & admin","Services and pricing, who can see what, and moving your data in from another system.","i-lucide-settings",{},9,"settings","help\u002Fcategories\u002Fsettings","rdLQHp7tfAu5iySbsypfXu1kOuujDAuLVk6yGidNvtQ",{"id":422,"title":423,"audience":6,"description":424,"extension":336,"icon":425,"meta":426,"order":322,"slug":427,"stem":428,"__hash__":429},"helpCategories\u002Fhelp\u002Fcategories\u002Faccount.yml","Your login and profile","Your own login, password, two-factor security, profile, and language.","i-lucide-user-circle",{},"account","help\u002Fcategories\u002Faccount","8JZPH_8Q-lnEEFgysE9gCwyd1pzUe2hfAebATuQ5Pog",{"id":431,"title":432,"audience":433,"description":434,"extension":336,"icon":435,"meta":436,"order":437,"slug":438,"stem":439,"__hash__":440},"helpCategories\u002Fhelp\u002Fcategories\u002Fbook-online.yml","Book online","client","Booking, paying, and managing your visit from your venue's booking page and the private links they send you.","i-lucide-globe",{},20,"book-online","help\u002Fcategories\u002Fbook-online","dUBIoELt-ci1vqbw_VX1VA6PGJV8V-9x4ZmpAk1aXXE",{"id":442,"title":443,"audience":433,"description":444,"extension":336,"icon":445,"meta":446,"order":447,"slug":448,"stem":449,"__hash__":450},"helpCategories\u002Fhelp\u002Fcategories\u002Fportal.yml","Your account and visits","Booking from your account, managing your visits, and using your wallet, memberships and rewards.","i-lucide-user-round",{},21,"portal","help\u002Fcategories\u002Fportal","D8_zQhv9hO2b9PYDADw-ebh1yZUuC0UcBt3DDZbMAH4",[],[453,673],{"id":454,"title":455,"audience":6,"body":456,"category":359,"description":663,"draft":316,"extension":317,"icon":664,"keywords":665,"meta":666,"navigation":321,"order":667,"path":325,"related":668,"seo":670,"stem":671,"updatedAt":329,"__hash__":672},"help\u002Fhelp\u002Fcheckout\u002Frefunds-and-the-cash-drawer.md","Refunds and the cash drawer",{"type":8,"value":457,"toc":644},[458,462,467,470,474,528,532,555,560,564,569,572,602,609,615,620,624],[19,459,461],{"id":460},"find-a-past-sale","Find a past sale",[11,463,464,466],{},[14,465,117],{}," (the Cart history page) lists completed carts. It defaults to the last 30 days of completed sales and accepts filters in the URL, so a report row can deep-link straight to the transactions behind it. Filters stay in the address bar, which makes a filtered view bookmarkable and shareable.",[11,468,469],{},"You can also reach a sale from a client's profile, under their sales.",[19,471,473],{"id":472},"issue-a-refund","Issue a refund",[475,476,477,482,488,492,495,499,502,506,509,513,524],"steps",{},[478,479,481],"h3",{"id":480},"open-the-refund-panel","Open the refund panel",[11,483,484,485,487],{},"From a completed sale in ",[14,486,117],{},". You don't have to open the receipt first.",[478,489,491],{"id":490},"pick-the-payment","Pick the payment",[11,493,494],{},"A sale settled with more than one tender has more than one payment. Choose which one you're refunding — the panel shows the method, the amount, and when it was collected.",[478,496,498],{"id":497},"set-the-amount","Set the amount",[11,500,501],{},"It defaults to the full amount collected on that payment. Lower it for a partial refund. You can't exceed what was collected on the payment you selected.",[478,503,505],{"id":504},"give-a-reason","Give a reason",[11,507,508],{},"Required, and captured on the audit log.",[478,510,512],{"id":511},"decide-about-stock","Decide about stock",[11,514,515,516,519,520,523],{},"On a ",[14,517,518],{},"full"," refund you can tick ",[14,521,522],{},"Restock items"," to return any product stock to inventory. Partial refunds always keep the stock where it is.",[478,525,527],{"id":526},"refund","Refund",[478,529,531],{"id":530},"what-a-refund-reverses","What a refund reverses",[24,533,534,540,546],{},[27,535,536,539],{},[14,537,538],{},"Loyalty points"," — reversed. A full refund reverses them entirely; a partial refund reverses them proportionally.",[27,541,542,545],{},[14,543,544],{},"Package and membership debits"," — a redeemed session or credit is returned to the client.",[27,547,548,551,552,554],{},[14,549,550],{},"Stock"," — only on a full refund, and only if you tick ",[14,553,522],{},".",[212,556,557],{},[11,558,559],{},"One refund per submit. If the sale was split across several tenders and you're reversing the whole thing, reopen the panel for each payment.",[19,561,563],{"id":562},"the-cash-drawer","The cash drawer",[11,565,566],{},[14,567,568],{},"POS → Cash drawer",[11,570,571],{},"The drawer is a daily open-and-close cycle, and it's what makes cash countable rather than assumed.",[475,573,574,578,581,585,588,592,595,599],{},[478,575,577],{"id":576},"open-with-a-float","Open with a float",[11,579,580],{},"At the start of the day, open the drawer with your starting float — the cash you're beginning with.",[478,582,584],{"id":583},"sell-as-normal","Sell as normal",[11,586,587],{},"Every cash payment through checkout accrues against the open session.",[478,589,591],{"id":590},"count-at-close","Count at close",[11,593,594],{},"At the end of the day, count the physical cash and enter the total.",[478,596,598],{"id":597},"read-the-z-report","Read the Z-report",[11,600,601],{},"Owneli compares your count against expected — the opening float plus completed cash sales — and tells you whether you're balanced, over, or short. The close-out becomes a Z-report you can reference for tax and accounting.",[11,603,604,605,608],{},"Every closed session is kept, so ",[14,606,607],{},"No closed sessions"," on a fresh business simply means you haven't done a first close yet.",[610,611,612],"note",{},[11,613,614],{},"The cash drawer is its own permission, separate from the ability to ring up sales. A cashier can take payments without holding the power to open, count and reconcile the till — the classic cashier-versus-shift-lead split.",[212,616,617],{},[11,618,619],{},"Some actions are blocked while a drawer is open — you'll be told to close and count it first. If something refuses with a message about an open drawer, that's why.",[19,621,623],{"id":622},"reporting","Reporting",[24,625,626,632,638],{},[27,627,628,631],{},[14,629,630],{},"Growth → Reports → Cash drawer over\u002Fshort"," — expected versus counted for every closed session, with the opening float included so the variance is exactly what the count was off by",[27,633,634,637],{},[14,635,636],{},"Growth → Reports → Refunds & voids"," — every refund with its reason",[27,639,640,643],{},[14,641,642],{},"Growth → Reports → Payment transactions"," — every payment, by method",{"title":300,"searchDepth":301,"depth":301,"links":645},[646,647,656,662],{"id":460,"depth":301,"text":461},{"id":472,"depth":301,"text":473,"children":648},[649,650,651,652,653,654,655],{"id":480,"depth":358,"text":481},{"id":490,"depth":358,"text":491},{"id":497,"depth":358,"text":498},{"id":504,"depth":358,"text":505},{"id":511,"depth":358,"text":512},{"id":526,"depth":358,"text":527},{"id":530,"depth":358,"text":531},{"id":562,"depth":301,"text":563,"children":657},[658,659,660,661],{"id":576,"depth":358,"text":577},{"id":583,"depth":358,"text":584},{"id":590,"depth":358,"text":591},{"id":597,"depth":358,"text":598},{"id":622,"depth":301,"text":623},"Issue a refund against the right payment, decide what happens to stock and loyalty, and close out the till.","i-lucide-banknote",[],{},40,[669,323],"\u002Fhelp\u002Fcheckout\u002Ftake-a-payment",{"title":455,"description":663},"help\u002Fcheckout\u002Frefunds-and-the-cash-drawer","y1CNRvrgbASi9G6rRpn5218Je0alOR_3vzmwlALFQ_o",{"id":674,"title":675,"audience":6,"body":676,"category":379,"description":918,"draft":316,"extension":317,"icon":376,"keywords":919,"meta":926,"navigation":321,"order":927,"path":326,"related":928,"seo":930,"stem":931,"updatedAt":329,"__hash__":932},"help\u002Fhelp\u002Fretail\u002Fgift-cards.md","Gift cards",{"type":8,"value":677,"toc":907},[678,683,686,690,734,738,749,756,759,763,766,779,783,790,793,797,851,854,858,868,872,875,878,882,885,887],[11,679,680],{},[14,681,682],{},"Retail → Gift cards",[11,684,685],{},"Cards sold at checkout appear here automatically. Issuing one directly from this page is for comps and goodwill — the apology card, the influencer gift, the staff perk.",[19,687,689],{"id":688},"the-three-numbers-at-the-top","The three numbers at the top",[131,691,692,702],{},[134,693,694],{},[137,695,696,699],{},[140,697,698],{},"Tile",[140,700,701],{},"What it means",[147,703,704,714,724],{},[137,705,706,711],{},[152,707,708],{},[14,709,710],{},"Outstanding",[152,712,713],{},"Total balance on active cards. This is a liability — money you've been paid for work you still owe.",[137,715,716,721],{},[152,717,718],{},[14,719,720],{},"Active cards",[152,722,723],{},"How many cards can currently be redeemed.",[137,725,726,731],{},[152,727,728],{},[14,729,730],{},"Redeemed total",[152,732,733],{},"All-time gift card spend.",[19,735,737],{"id":736},"issue-a-card","Issue a card",[11,739,740,741,744,745,748],{},"Click ",[14,742,743],{},"Issue card",", then pick an amount — a preset ($25 to $250) or a custom figure — and optionally a recipient name, email, and gift message, plus which locations the card is valid at. If you supply a recipient email, the card is delivered to them, and you can ",[14,746,747],{},"Resend to recipient"," from the list later.",[11,750,751,752,755],{},"Designs — Birthday, Thank You, Congrats, Holiday, Minimal, Spa — are chosen when a card is ",[14,753,754],{},"sold",", at checkout or on your online store, not when you issue one from this page.",[11,757,758],{},"Each card gets a unique code. Codes are shown in a monospaced style everywhere, because people read them aloud and type them in.",[19,760,762],{"id":761},"sell-one-at-checkout","Sell one at checkout",[11,764,765],{},"Add a gift card to the cart like any other item. The client pays, and the card is issued.",[610,767,768],{},[11,769,770,771,774,775,778],{},"A cart that ",[14,772,773],{},"sells"," a gift card can't be ",[14,776,777],{},"paid with"," a gift card. Redeeming one card to buy another moves balance around with no audit trail, so that tender is removed from the list for those sales.",[19,780,782],{"id":781},"redeem-a-card","Redeem a card",[11,784,785,786,789],{},"At checkout, choose ",[14,787,788],{},"Gift card"," and enter the code. The balance is applied up to whatever is owed.",[11,791,792],{},"If the card doesn't cover the whole sale, the remainder stays on the sale and you collect it with another tender — the screen tells you exactly how much was applied and how much is left.",[19,794,796],{"id":795},"card-states","Card states",[131,798,799,809],{},[134,800,801],{},[137,802,803,806],{},[140,804,805],{},"State",[140,807,808],{},"Meaning",[147,810,811,821,831,841],{},[137,812,813,818],{},[152,814,815],{},[14,816,817],{},"Active",[152,819,820],{},"Has a balance and can be redeemed",[137,822,823,828],{},[152,824,825],{},[14,826,827],{},"Depleted",[152,829,830],{},"Spent down to zero",[137,832,833,838],{},[152,834,835],{},[14,836,837],{},"Expired",[152,839,840],{},"Passed its expiry date",[137,842,843,848],{},[152,844,845],{},[14,846,847],{},"Voided",[152,849,850],{},"Cancelled by an admin",[11,852,853],{},"The card detail panel shows a full ledger — issued, redeemed, refunded, adjusted — so you can always answer \"where did this balance go?\"",[19,855,857],{"id":856},"voiding-a-card","Voiding a card",[859,860,861],"caution",{},[11,862,863,864,867],{},"Voiding clears the remaining balance and stops the card being redeemed. ",[14,865,866],{},"It can't be undone."," Use it for a card issued in error or one you have good reason to believe is compromised — not as a way to tidy up old balances.",[19,869,871],{"id":870},"expiry","Expiry",[11,873,874],{},"Cards can carry an expiry date or none. The card's detail panel shows the exact date and flags a card that has expired or is about to.",[11,876,877],{},"Gift-card expiry is regulated in many places, and the rules vary by jurisdiction. Setting expiry dates is a decision for your business and its advisers, not a default Owneli picks for you.",[19,879,881],{"id":880},"checking-a-balance","Checking a balance",[11,883,884],{},"Clients can check a card's balance from their own link without signing in. Card holders with a portal account also see their cards on the portal wallet.",[19,886,623],{"id":622},[24,888,889,895,901],{},[27,890,891,894],{},[14,892,893],{},"Growth → Reports → Gift card liability"," — outstanding balance over time, the number your accountant will ask for",[27,896,897,900],{},[14,898,899],{},"Growth → Reports → Gift cards"," — issued, redeemed, and expired",[27,902,903,906],{},[14,904,905],{},"Growth → Reports → Liability activity"," — movement in and out of the liability",{"title":300,"searchDepth":301,"depth":301,"links":908},[909,910,911,912,913,914,915,916,917],{"id":688,"depth":301,"text":689},{"id":736,"depth":301,"text":737},{"id":761,"depth":301,"text":762},{"id":781,"depth":301,"text":782},{"id":795,"depth":301,"text":796},{"id":856,"depth":301,"text":857},{"id":870,"depth":301,"text":871},{"id":880,"depth":301,"text":881},{"id":622,"depth":301,"text":623},"Issue a card, redeem it at checkout, and keep an eye on outstanding balance — which is money you owe.",[920,921,922,923,924,925],"set up gift cards","issue a gift card","sell a gift card","redeem a gift card at checkout","void a gift card","gift card codes",{},30,[669,929],"\u002Fhelp\u002Fretail\u002Fpackages",{"title":675,"description":918},"help\u002Fretail\u002Fgift-cards","WTjbxu6jyC4-LUh3lODS8-nMZHbB8qavZEFl5jvlH_I",1790210903454]