On the Dashboard and the Income page you will see an Expected Income due dial
THIS DIAL IS VERY IMPORTANT FOR YOUR BUSINESS! 😊
In the income screen you will see all information about your Expected Income Due and physically received payments.
The Dial shows in the middle the total amount you are expected to earn in the date range selected.
On the Dashboard view it will always show the current week, month or year.
On the Income screen you can move between the date periods by pressing on the arrows either side of the chosen date, or by clicking on the green button labeled Week, Month or Year.
You can also customize the date range to select specific periods for the week, month or year if you want a different combination of the date range.
The Income Dial shows the total amount of all of your appointments and your sales that you've got booked into your diary and includes any physical sales you've actually made during the time period e.g. this week.
The Income Dial is split into green and grey.
The green part of the dial reflects money that has been paid to date and the grey area reflects the money that still has to be paid.
The red line Left to Pay is clickable and will take you to another screen with a detailed list of everyone who still owes you money in this date period
As the time period progresses, the dial should get greener and greener as money is collected.
NOTE: At the end of every week, month or year, the dial should be fully green - if it's not then there is money owed and you need to click on the Left to Pay red line to see who owes you money
To find out how to see exactly who still owes you money click here.
PROTIP: IF your dial is partly green at the beginning of the time period e.g. at the beginning of the week or month, this means that you have already collected some money towards appointments being carried out in this time period. e.g. taken a deposit upfront.
On the right side you can see a graph that shows an overview of the amount that you're collecting each day. The colours show the different splits of what your payments relate to - according to the key at the top of the graph.
appointment payments
sale payments
standalone payments
All monies you've physically received (for appointments, sales or standalone payments) will be listed here.
Below are 4 tabs that show the split of the payments in more detail.
PROTIP: The summary tab is a combined list of every payment received and is useful if you want to cross-reference them against a bank statement
Each detailed list shows
the payment date
the clients' name that has made the payment
the payment amount
the payment method
All data can be exported for further analysis or sharing with your accountant.