New on Square Appointments: Additional Commission Reporting Data Fields in the CSV File Export

[tranguyen]

Hi Sellers,

The Appointments team launched a new feature that allows you to audit and understand staff commission calculations through reporting.

We added three new data fields in the “Item Detail” CSV file export on your Square Dashboard:

• Itemization Type: e.g. Item vs Service
• Commission: Dollar amount
• Employee: Name of commission earner

This file export is accessible in two Dashboard locations:

1. Reports > Item Sales > Export > Detail CSV
2. Transactions > Export > Items Detail CSV

We hope these additions makes it easier to view commissions paid to specific employees by service or item sale.

Feel free to post here if you have any questions or feedback!

[TCSlaguna]

@tranguyen @isabelle 

Testing the feature right now, could possible save us a TON of time in calculating commissions and payouts for service providers. Will likely have more questions tomorrow, but here are two that I have right now: 

1. Where is the column for Tip amount? After all, it is the service provider's tip that we collected and have to pass on to the service provider. Without this column in the report I cannot properly calculate how much to give to my service provider. 

2. Both methods of viewing the reports will display transactions/payments completed. Where would I be able to see a report of appointments made but not paid? Occasionally due to staff miscommunication we may think a client already paid and they walk off without paying. Having a report that shows appointments booked but not paid would be helpful for us to following up with collecting payment. 

Thanks in advance. I think this report may be pretty close to what we were looking for. 

[Breffni]

Hey @TCSlaguna, apologies for the delay in getting back to you. 

Just stepping in for Tra and Olive here. 

Thanks for your feedback on this new report, we're glad to hear it sounds like this might be beneficial for your business. 

At this time there's no way to filter transactions by ones with tips. Only the accumulative tip total via the sales summary report. 

Currently, our reporting features are based on all items sold including gross sales, net sales, discounts and total sold. It's not currently possible (even with this new report) to generate a report of appointments made but not paid. I can see how that would be really useful though so I will pass the suggestion on to our product team. Hopefully, it is something we will have available in the future. 

[TCSlaguna]

Hi @Breffni 

The lack of a tips column in the transactions report seems like a slight oversight. I understand the purpose of the report is that it "allows you to audit and understand staff commission calculations." However, we need to be able to audit tips per transaction as well. I hope you can pass this along to the product team. 

Thanks for letting me know that total tips for a service provider can be found via the sales summary report. 

I will try using a combination of Transactions Report and Sales Summary Report to calculate the total amount I need to pay out my service providers. 

However, I can see a potential issue for us. Since the reports are based on transaction date, rather than date service was rendered, I could potentially pay out a service provider on a Monday, then the client can cancel on Tuesday, meaning I paid a service provider for a service not rendered. Which goes back to Item 2, the need for an Appointments report based on date service is rendered and all the corresponding transaction data. 

Thanks!