Income & Payments

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

13 articles in this collection
Written by Caro Syson

Add an Appointment Payment

How to add a new Payment for an Appointment and service delivered

Written by Caro Syson
Updated over a week ago

Stripe and Square costs

Examples of costs for different payment gateways

Written by Caro Syson
Updated over a week ago

Card payments using Stripe

How to take a card payment using Stripe

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

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

Written by Caro Syson
Updated over a week ago

Standalone payments

What is a Standalone payment? We explain here!

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

Written by Caro Syson
Updated over a week ago

Edit or Delete an Income Payment

How to edit and delete a payment

Written by Caro Syson
Updated over a week ago

Sorting your Payment list

How to sort and filter your Payments received

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

Written by Caro Syson
Updated over a week ago

Expected Income Due dial

How to understand what your Expected Income Due dial shows

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

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

Written by Caro Syson
Updated over a week ago