Payments & finance
Income, expenses and invoices
All payments, invoices and credit notes in one place – plus your expenses.
- From the Studio plan
- For admins
Goal
You have a full overview of income and expenses and find every invoice.
What you need
- Studio or Professional plan
- Admin role
Step by step
Open Income & Expenses. The tiles at the top switch the list: Net result shows every entry, Total income and Total expenses only those. Each tile shows its total for the selected period.
The Payment links tile shows every payment link that was sent but is not paid yet – for bookings and for income – with their number and open amount. The list names person, purpose, amount, created, valid until and status (Open, Payment processing).
Expired links are hidden and not part of the number and amount. Turn on Show expired to see them and send them again or withdraw them.
Click a payment link to see all details and Send again or Withdraw it (for income also Copy link, Received and Cancel). The info icon next to Send again tells you who gets the email.
Charts and filters (category, customer, payment method, tax rate) are under Statistics in the Revenue area.
Narrow down by period and status.
Download invoice gets the PDF of any income entry.
Record expenses with Add expense (amount, date, category, receipt).
Download E/A Statement gives you the income/expense statement for the period.
Tips
- Invoices are created automatically for every payment – for Germany and Austria.
Menu names adapt to your industry – instead of "Courses" you may see "Classes" or "Services".