- Appointments summary = total value of appointments based on the date of the appointment
- Finances summary (Sales) = Invoices raised (paid and unpaid) based on the day the invoice was raised.
- Payments summary = Total payments made based on when they were made
TIP: For simplicity, we recommend you Checkout appointments as soon as the appointment has been completed. This way, your Appointments, Sales and Payments will match and it'll be easy to spot variations.
To understand where your Summary figures are gathered from, go to the "Sales" tab where you'll find "Appointments", "Invoices" and "Payments". Here you'll find every single line item.