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Overview
- Interpret the Fitbiz orders heatmap
- Keep track of your daily orders processing trends by time of the day with a heatmap view
- Darker shades represent times of day with a higher orders volume and lighter shades show when there were fewer orders processed
Available insights
- Volume of orders by time of the day (Hourly)
Available filters
- Day - Week - Month
- Venue/Location
- App sources
Insights drill down
Tap the view to enter the drill down view
Overview
- Interpret the Fitbiz revenue view
- Your total gross revenue today vs yesterday
Available insights
- Sales revenue (Today)
- Sales revenue (yesterday)
Available filters
- Day - Week - Month
- Venue/Location
- App sources
Insights drill down
Tap the view to enter the drill down view
Overview
- Interpret the Fitbiz stretch goals
- Close your daily rings by focusing on the key drivers of your business
- Check in to keep track of your progress in real time
Available insights
- Sales revenue (Today)
- Sales revenue (yesterday)
Available filters
- Day - Week - Month
- Venue/Location
Insights drill down
Tap the view to enter the drill down view
Fitbiz average transaction value
Overview
- Interpret the Fitbiz average transaction value
- Keep track of the average value of your revenue for each processed order
Available insights
- Average sales transaction value
Available filters
- Day - Week - Month
- Venue/Location
- App sources
Insights drill down
Tap the view to enter the drill down view
Overview
- Understand the behaviour of the integration for Cost of goods sold (COGS) data sync.
How it works
The integration sums up all the products’ cost for the orders sold on the day. This amount will be synced as a manual journal, which will include two line items:
Overview
- Default invoice contact name for daily sales summary invoice
- Customise the invoice contact name
How it works
- Summarise into One Invoice format gives you the option to rename the invoice contact name.
- Split Invoices by Location/Channel format uses the location name as the contact name. You do not have the option to change the contact name from the integration if this format is selected.
Customise the Invoice Contact Name
Change the contact name by selecting Summarise into One Invoice option.
Overview
- Default invoice contact name for daily sales summary invoice
- Customise the invoice contact name
How it works
- Summarise into One Invoice format gives you the option to rename the invoice contact name.
- Split Invoices by Location/Channel format uses the location name as the contact name. You do not have the option to change the contact name from the integration if this format is selected.
Customise the Invoice Contact Name
Change the contact name by selecting Summarise into One Invoice option.
Transaction type mapping for Square + Xero integration
Overview
- The integration has a default set of accounts that are automatically created and mapped using the Express Setup.
- You may customise the mapping and map existing Xero accounts using the Advanced Setup.
How it works
Proceeding with Express Setup, the integration will automatically create and map the following default set of accounts to the Square transaction types.
Setting up tracking categories with Square + Xero integration
Overview
- Automatically sync tracking categories in Xero based on location, product, or category.
How it works
Set up the tracking categories in Xero to make them available for mapping.