Payments, income and expenses
Record full or partial payments, follow outstanding balances and manage paid, planned or recurring expenses. Your records feed revenue and estimated profitability reports.
Common questions
How are partial payments and outstanding balances handled?
Open the appointment's payment record and enter the amount received, payment method and any note. Partial payments leave a remaining balance. Recording a payment does not charge a card.
How do recurring expenses work?
A recurring expense is one series, with the amount counted for each weekly, monthly or yearly occurrence. Set an end date to stop future repeats. Editing or deleting the series changes its calculations.
What can I record for an expense?
Record date, amount, currency and paid or planned status, with optional category, supplier, included tax, note and receipt. Planned expenses are not treated as already paid.
Related capabilities
Customer management and visit history
Keep customer details, future appointments, visit history and payment status together so the business has the relevant context before every service.
Appointment scheduling and calendar
Offer only valid times based on service duration, working hours, breaks, time off and blocked periods, then manage every appointment from one clear calendar.
Business insights and calendar utilization
Compare booked and available hours, recorded payments, material costs and expenses. Follow trends and monthly goals in your reports.
Business management
Manage appointments, clients, services, forms, inventory, finances and insights securely from the Web or the official mobile apps.