Entering takings by hand or from a spreadsheet

Enter a day's takings, import a CSV of them, and what happens when an entry and the till disagree.

3 min readUpdated Today
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Not every site has a connected till, and even a connected one has days the till was down or an event that sold through something else. Sales > Takings is where a day is entered by hand or imported from a spreadsheet, and both feed the forecast the same way the till does.

Who can enter

Owners always can, and only owners can import a spreadsheet. Managers can enter a day by hand unless the owner turns it off under Settings > Sales, because entering tonight's figure is a closing job. A manager who enters a figure sees only what they entered, not the history, unless the owner has also let managers see sales. See Who can see sales and labour cost.

Entering a day

  1. Choose the site and find the day in the list.

  2. Press Enter.

  3. Fill in Net sales: after refunds, before tips and service charge. Gross sales, orders, card, cash, covers and a note are optional.

  4. Save.

The row shows Entered as its source. Remove the entry from the same place if it was a mistake.

Importing a spreadsheet

Importing is owner-only: the Import CSV button is on the Takings page for the account owner and nobody else. One row per site per day. The column headings are literal and must match:

date, location, net_sales, and optionally gross_sales, tax, discounts, tips, refunds, orders, card, cash, covers, note.

Dates can be written 2026-09-08 or 08/09/2026. Money goes in the site's currency as a plain number, 1234.56. The location column takes the site's name as it appears in Paddl.

Press Check first. Paddl reads the file and tells you how many days are ready to import and how many rows it would skip, with the row number and reason for each skip. Fix the file if you need to, then press Import. Rows that import show Imported as their source.

When an entry and the till disagree

An entered or imported figure overrides the till for that day. The row shows the entered figure, and underneath it a note such as "Square recorded £1,240, hidden by this entry", so the till figure is never lost, just not used. Remove the entry and the till figure shows again.

Use this deliberately: the till was offline all evening, a wedding was rung through a separate system, a day was refunded in bulk after the fact. Do not use it to tidy a day that is still settling; wait the three days instead.

What the forecast does with them

It counts them all. The forecast page says which sources it was built from, for example "Based on Square, entered takings". Hand-entered days give the forecast a daily total but not an hour-by-hour shape. After four weeks of them a site still gets a demand band, but an estimated one: a typical hospitality day with a lunch and a dinner hump, the same shape every day, scaled to what each weekday usually takes. Only a till gives the band the site's own shape

Importing other records? Takings have their own importer on this page. Everything else goes through Importing data with CSV.

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