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.
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
Each day after closing, in each location's own time zone, ClickRuntime collects that day's completed Square orders.
It looks up the payments to get tips, fees and the split between card and cash.
It adds everything up per location.
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
Build your own
Need it to work differently?
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
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?
Is the summary per location or combined?
What time does the summary run?
What permissions does it need?
Does it need AI?
How many runs does it use?
Can I change how it works?
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