Transactions, payouts and the financial report

The numbers at the top

• Earned today and This month: confirmed payments, online and in person.
• Awaiting payout: online payments confirmed but not yet settled to your bank. They settle automatically, minus the provider's fee, usually within about a business day.

Payments and payouts

• Payments lists every payment from a customer, with the client, the appointment or order, the method (online or in person), the fee, and the status (paid, pending, refunded, cancelled). Filter to Online or In person.
• Payouts lists each settlement to your bank with its date and amount, so you can match them to your bank statement line by line.

Pay-at-venue appointments count as in-person payments once you mark them complete, so marking complete every day keeps your revenue figure honest.

The financial report

From Transactions, download the financial report as a PDF for any period: revenue, fees, payouts, refunds and the list of transactions. Send it straight to your accountant.

Deeper analytics

On the Business plan, Analytics adds revenue over time, growth versus the previous period, your top services, and repeat versus new customers. On every plan it shows the client pipeline: who chatted, who left details, who booked, and who needs a follow-up.