General overview of the menu Financials

Invoices:

View all issued invoices along with their payment status and detailed information. This is your go-to place for managing and reviewing customer payments.

Selling:

Sell products directly to customers or walk-in clients, including articles, block- and time cards, memberships, and more.

Cash ledger:

Track and manage all payments made via cash or card. This section records each transaction for transparency and accountability. 

Day-end closing: 

Get a complete overview of all daily financial activities. This tab helps you reconcile your daily transactions and prepare for internal bookkeeping or accounting.

Financial Reports: 

Generate financial reports for any chosen time period. Some reports can be exported as CSV files, making it easy to analyse and share data.

Payroll: 

Set up automatic payroll for your teachers and instructors. This tool simplifies monthly payout processes and keeps track of teaching hours and compensation.

Protocol:

This log tracks any changes that affect pricing or services in your system. It’s a useful tool for auditing and tracking financial adjustments.

Recurring Payments:

If you use automatic SEPA online payments, this section shows a full list of all recurring transactions linked to memberships or other repeat payments.

Voucher Journal: 

View all vouchers sold through your studio. Each entry shows relevant details like purchase date, amount, remaining balance, and customer (if assigned).

2. Additional Tabs (Visible Only with Activated Extensions)

2.1. Automated Teacher Payroll Extension

Teacher Payrolls
→ Overview of all monthly teacher settlements, including recorded teaching hours and payout history.

Payroll Methods
→ Create and manage custom payroll rates (e.g. per session, per participant, or flat rate).

2.2. SEPA Online Extension

Recurring Payments
→ Overview of all automated SEPA Online transactions linked to memberships.