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Revenue Report
The Revenue Report shows the total amount of revenue you are likely to receive within a specified date range based on the invoices and credit notes that have been raised during that time. For each child you will be able to see the total amount of the ...
Adding Products
To set-up the different products you offer, do the following: Click on the Settings button and select 'Products': This will display the 'Products' page: Click on the 'Add' button This will enable the fields on the right-hand side of the page: ...
Invoicing Products
There are two ways of invoicing products you have added to a child's account: Invoice immediately Add to the child's next invoice To invoice for a product immediately, do the following: Click on the 'Extras' tab on the child's account page ...
Future Fees Report
The Future Fees Report produces a forecast of future revenue based on the sessions booked for each child and the products and discounts applied to their accounts. To view the Future Fees Report, do the following: Click on the Reports button and ...
Hours Booked Report
The Hour Booked Report details the number of paid and funded hours booked for each child within a selected date range. To view the Hours Booked Report, do the following: Click on the Reports button and select 'Finance'. This will display the Reports ...