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Income & Payments
Income & Payments
Everything you need to know to keep track of all of your income and payments
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
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
Refunding a payment for an Appointment or Sale
How to refund a payment related to an appointment or 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
Refunding a Stripe payment
How to refund a Stripe 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