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Income & Payments

Income & Payments

Everything you need to know to keep track of all of your income and payments

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15 articles in this collection
Written by Caro Syson

Add an Appointment Payment

How to add a new Payment for an Appointment and service delivered
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Written by Caro Syson
Updated over a week ago

Stripe and Square costs

Examples of costs for different payment gateways
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Written by Caro Syson
Updated over a week ago

Card payments using Stripe

How to take a card payment using Stripe
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Written by Caro Syson
Updated over a week ago

Card payments using Square

How to take a card payment using Square in your mobile device
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Written by Caro Syson
Updated over a week ago

Add a Sales Payment

How to add a new Payment for the Sale of a Product
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Written by Caro Syson
Updated over a week ago

Standalone payments

What is a Standalone payment? We explain here!
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Written by Caro Syson
Updated over a week ago

Add a Standalone Payment (unrelated to an appointment or sale)

How to add a new Standalone Payment - this is income received that is not connected to an appointment or a product sale
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Written by Caro Syson
Updated over a week ago

Refunding a payment for an Appointment or Sale

How to refund a payment related to an appointment or sale
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Written by Caro Syson
Updated over a week ago

Edit or Delete an Income Payment

How to edit and delete a payment
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Written by Caro Syson
Updated over a week ago

Refunding a Stripe payment

How to refund a Stripe payment
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Written by Caro Syson
Updated over a week ago

Sorting your Payment list

How to sort and filter your Payments received
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Written by Caro Syson
Updated over a week ago

Who still owes you money and what's Left to Pay

How to see exactly who still owes you money with one click
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Written by Caro Syson
Updated over a week ago

Expected Income Due dial

How to understand what your Expected Income Due dial shows
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Written by Caro Syson
Updated over a week ago

Additional detailed flow of income

How to access a more detailed information relating to the flow of income within your business
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Written by Caro Syson
Updated over a week ago

Export Income / Payment data

How to export your Income and Payment from Pocket PA whether its from an appointment or a sale
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Written by Caro Syson
Updated over a week ago