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On a schedule

Get each location's Square sales after closing

A nightly email breaks down the day's Square sales per location with tips, fees and card versus cash.

Runs
On a schedule
Apps
Square
AI
Not needed
Access
read (PAT has full access)

Send this to your assistant

Create a ClickRuntime automation: every night at 10pm, email me today's Square sales for each location with gross sales, tips, processing fees and the split between card and cash.

Paste it into your assistant. It tells you what it will send or change before it runs live.

First time? Adding ClickRuntime to your assistant takes about two minutes.

Why use it

Why teams use this automation

A café owner or a retail manager with Square knows the day's gross sales from the dashboard, but the number that matters for the books is rarely that one. Tips belong to staff, card fees reduce what lands in the bank, and the split between card, cash and gift cards affects the deposit. Working it out means exporting transactions per location, matching payments to orders and doing sums at the end of a long shift. Many owners skip it and discover the discrepancy at month-end.

At the end of each day, ClickRuntime searches completed orders for each of your locations, fetches the related payments to read the fees and tips, adds everything up and emails a summary: gross sales, tips, processing fees, payment types and net. You get the numbers while the day is still fresh.

Restaurants, cafes, salons and shops with more than one location benefit most from having the figures per location.

What you get out of it

  • End-of-day numbers match the bank

    With fees and tips shown separately, the net figure is close to what will be deposited. Surprises at reconciliation shrink, and unusual days can be explained straight away. That makes closing the till and the books quicker, and it builds confidence in the numbers.

  • Tip payouts are accurate

    A daily total of tips per location lets managers pay staff correctly and quickly, without recalculating from receipts or arguing about what was earned on a busy Saturday. Staff trust the process more when tips are calculated the same way each day.

  • Fee costs are visible

    Seeing how much processing fees took each day makes the price of accepting cards concrete, and informs choices such as encouraging cash or reviewing the pricing of small items. Over a month, the total is often larger than owners expect, and seeing it is the first step toward managing it.

  • Payment mix is understood

    Knowing how much was card, cash or gift card helps with float planning, deposits and spotting unusual days, such as unexpectedly high gift card redemptions. That awareness helps you decide how much change to keep in the till.

  • Multi-location owners see everything

    One email covers every location, so an owner who is not on site can compare how each place did without opening several dashboards at the end of the night. Owners who travel or manage remotely get a clear picture without calling each manager.

How it works

What happens, step by step

  1. Each day after closing, in each location's own time zone, ClickRuntime collects that day's completed Square orders.

  2. It looks up the payments to get tips, fees and the split between card and cash.

  3. It adds everything up per location.

  4. You get an email with each location's gross sales, tips, fees, card and cash totals.

Before it runs live

  • Connect Square

What you get

RunsOn a schedule
Get each location's Square sales after closingtoday, 9:00Succeeded
Email · Today's Square salesNorthwind Café Main St: gross $2,914.50, tips $311.20, fees $71.40, card $2,610.00 / cash $304.50

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. Your assistant writes it, tests it and runs it on ClickRuntime.
  • Your own rules

    Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.

  • Any number of apps

    One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.

  • AI where it helps

    Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.

  • On a schedule or on each event

    Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

Changes you can ask for

  • Run it at a different time, more or less often, or only on weekdays
  • Add an AI step, for example to summarize, sort or draft a reply
  • Add another app, for example also send it to Slack
  • Combine it with other Square steps into one automation

Under the hood

The code that runs this automation

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.
detailed_daily_sales_summary.pyexample
from datetime import date
from clickruntime import on_trigger, credentials, http, notify

API = "https://connect.squareup.com/v2"

def square_headers():
    return {"Authorization": f"Bearer {credentials.secret('SQUARE_ACCESS_TOKEN')}", "Square-Version": "2024-10-17"}

@on_trigger
def run(event):
    h, today = square_headers(), date.today().isoformat()
    span = {"start_at": f"{today}T00:00:00Z", "end_at": f"{today}T23:59:59Z"}
    lines = []
    for loc in http.get(f"{API}/locations", headers=h).json()["locations"]:
        orders = http.post(f"{API}/orders/search", headers=h, json={"location_ids": [loc["id"]], "query": {"filter": {
            "state_filter": {"states": ["COMPLETED"]}, "date_time_filter": {"closed_at": span}}}}).json().get("orders", [])
        payments = http.get(f"{API}/payments", headers=h, params={
            "location_id": loc["id"], "begin_time": span["start_at"], "end_time": span["end_at"]}).json().get("payments", [])
        gross = sum(o["total_money"]["amount"] for o in orders) / 100
        tips = sum(p.get("tip_money", {}).get("amount", 0) for p in payments) / 100
        fees = sum(f["amount_money"]["amount"] for p in payments for f in p.get("processing_fee", [])) / 100
        card = sum(p["total_money"]["amount"] for p in payments if p["source_type"] == "CARD") / 100
        cash = sum(p["total_money"]["amount"] for p in payments if p["source_type"] == "CASH") / 100
        lines.append(f"{loc['name']}: gross ${gross:,.2f}, tips ${tips:,.2f}, fees ${fees:,.2f}, "
                     f"card ${card:,.2f} / cash ${cash:,.2f}")
    notify.email_me(f"Square sales {today}", "\n".join(lines))
    return {"locations": len(lines)}

FAQ

Common questions

Does it include refunds?
Refunds issued that day are subtracted from the totals so that the net figure is accurate. If you want to see them listed separately, a refunds line can be added to the summary. Net figures are shown by default.
Is the summary per location or combined?
Both can be shown. Each location gets its own block of figures, followed by a combined total for the business, so managers see their own site and the owner sees the whole picture. Choose the layout you prefer.
What time does the summary run?
You choose it, often shortly after closing time, such as 11 p.m. or just after midnight. Orders completed after the run belong to the next day's summary, so pick a time after your last sale.
What permissions does it need?
read (PAT has full access). Nothing else in your accounts is used.
Does it need AI?
No. It runs without AI, so it doesn't use your plan's AI allowance.
How many runs does it use?
One run each time it runs (on a schedule). Checks that find nothing to do and stop right away aren't counted.
Can I change how it works?
Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

Set up “Get each location's Square sales after closing” from your assistant

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