Finance

Everything to help you get started with Finance

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16 articles in this collection
Written by Rebecca and Bianca Pietosi

Invoice Settings

Configuring your billing cycle to suit your requirements.
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Written by Bianca Pietosi
Updated over a week ago

Consumables

Adding extra costs to specific sessions.
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Written by Bianca Pietosi
Updated over a week ago

Extra Items

What are Extra Items and how do I bill for them?
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Written by Bianca Pietosi
Updated over a week ago

Discounts

Adding a discount in percentage or amount.
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Written by Bianca Pietosi
Updated over a week ago

Booking Patterns

How to create a booking pattern for a child.
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Written by Rebecca
Updated over a week ago

Extra Sessions

How to add an extra session and how to invoice for them.
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Written by Rebecca
Updated over a week ago

Finance in the Child Profile.

A guide of the finance elements in the child profile.
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Written by Rebecca
Updated over a week ago

Credit & Debit Brought Forward

How to start accounts with an opening balance and much more.
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Written by Rebecca
Updated over a week ago

Invoice Statuses

Understanding the terminology and functionality.
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Written by Rebecca
Updated over a week ago

Credit Notes

Made a mistake? No problem, you can credit note the invoice.
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Written by Rebecca
Updated over a week ago

Invoicing

Your guide to easy invoicing.
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Written by Rebecca
Updated over a week ago

Financial Reporting

Forecasts, debt chasing and payment analysis.
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Written by Rebecca
Updated over a week ago

Setting Up Funding

Putting the fun back into FUNding.
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Written by Bianca Pietosi
Updated over a week ago

Applying Funding

How to apply funding to a child once funding has been created at a nursery level
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Written by Rebecca
Updated over a week ago

Payments & Account Balances

Adding payments and overseeing accounts.
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Written by Rebecca
Updated over a week ago

Manually Allocated Funding

How to add funding to a child profile.
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Written by Bianca Pietosi
Updated over a week ago