Understanding Finance
Revenue, transactions, pending payments, expenses and payouts.
Finance gathers the money of your coaching business, in tabs:
- Home: payouts, fees and payout details.
- Overview: sales, revenue, business health and trend.
- Transactions: each payment and entry, with filters and CSV or PDF reports.
- Pending: who has an open payment.
- Expenses: your costs, including recurring ones. The net result takes expenses into account.
Payments enter the cash book when you register the payment or when an automatic charge is paid.