Money you take yourself, in cash, by transfer or on a card terminal, goes into the app by hand. A recorded payment has no fees.
Record a payment
- Open Finances in the sidebar, then the Payments tab.
- Tap Record payment.
- Choose Who paid, the Amount, How (Cash, Bank transfer, Card terminal or Other method) and the date under Paid on. Add a Note if you like.
- Tap Record.
You can also record a payment from a client's Billing tab.
The To collect list
The To collect tab shows what clients still owe you:
- packs not paid in full,
- past visits that should have been paid,
- visits to be paid ahead that aren't paid yet.
Next to each one, tap Record payment when the money arrives, or Let it go to settle it without payment.
Fix a mistake
Open the payment from All payments. You can correct it there, or tap Remove payment. The pack or visit it paid for shows as unpaid again.
Tip: Clients owe you at the top of To collect is your running total.