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Finance
Everything to help you get started with Finance
16 articles in this collection
Written by
Rebecca
and
Bianca Pietosi
Invoice Settings
Configuring your billing cycle to suit your requirements.
Written by
Bianca Pietosi
Updated over a week ago
Consumables
Adding extra costs to specific sessions.
Written by
Bianca Pietosi
Updated over a week ago
Extra Items
What are Extra Items and how do I bill for them?
Written by
Bianca Pietosi
Updated over a week ago
Discounts
Adding a discount in percentage or amount.
Written by
Bianca Pietosi
Updated over a week ago
Booking Patterns
How to create a booking pattern for a child.
Written by
Rebecca
Updated over a week ago
Extra Sessions
How to add an extra session and how to invoice for them.
Written by
Rebecca
Updated over a week ago
Finance in the Child Profile.
A guide of the finance elements in the child profile.
Written by
Rebecca
Updated over a week ago
Credit & Debit Brought Forward
How to start accounts with an opening balance and much more.
Written by
Rebecca
Updated over a week ago
Invoice Statuses
Understanding the terminology and functionality.
Written by
Rebecca
Updated over a week ago
Credit Notes
Made a mistake? No problem, you can credit note the invoice.
Written by
Rebecca
Updated over a week ago
Invoicing
Your guide to easy invoicing.
Written by
Rebecca
Updated over a week ago
Financial Reporting
Forecasts, debt chasing and payment analysis.
Written by
Rebecca
Updated over a week ago
Setting Up Funding
Putting the fun back into FUNding.
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
Written by
Rebecca
Updated over a week ago
Payments & Account Balances
Adding payments and overseeing accounts.
Written by
Rebecca
Updated over a week ago
Manually Allocated Funding
How to add funding to a child profile.
Written by
Bianca Pietosi
Updated over a week ago