Pay Teams– Overview
This feature is useful to track how much your Teams have earned for any given amount of time. You can then use these records to pay your teams outside of the system using any application of your choice.
Please note: The system will calculate team wage on bookings once the booking is marked as complete.
Create a Team Payment
1. Go to Payments (credit card icon) > Pay Teams
2. Select the Team that you would like to calculate wages for and the time period (defaults to current week).
3. The individual Team payment page will display all bookings the team was assigned to for the selected period
4. Select the bookings you want to include in this payment, and add any Adjustments to each booking if needed
Please note: You will need to unassign cleaner from cancelled bookings if you do not want system to include the booking in wage calculations
5. Make sure the Pay Period Date matches the start of the pay period you want to pay this team for
6. You may edit the Payment Description and add an Adjustment Amount and Description if needed
7. You may now click Send Payment to record the payment, or Save Draft if you want to continue working on this payment later.
Delete a Draft Payment
1. Go to Payments (credit card icon) > Pay Teams
2. Select the Team that you would like to delete a draft payment for and the time period (defaults to current week) it was saved under
3. Select the ‘x’ next to the Draft Payment you want to delete
4. You will be asked to confirm that you want to delete the draft payment. Click Delete Draft to confirm.
Your draft payment is now deleted.
Delete a Saved Payment (aka Sent Payment)
If you’ve already created/sent a payment, you still have the option to Delete this payment by changing it back to a draft payment:
1. Go to Payments (credit card icon) > Pay Teams
2. Select the Team that you would like to delete a saved payment for and the time period (defaults to current week) it was saved under
3. Click on the saved payment. You will see it’s info loaded into the details section
4. Change the Payment Status to Draft
5. Click Save Changes. Click Ok to confirm you want to proceed
6. You should now see a Delete button in the details section. Click it.
7. Click Delete Draft to confirm you want to proceed
