Reports

Use reports to better understand your business performance

Chris McConachie avatar
11 articles in this collection
Written by Chris McConachie

About Payroll Report

calculate how much to pay your staff
Chris McConachie avatar
Written by Chris McConachie
Updated over a week ago

Deposit Report

Use this report to see upcoming and past deposits made into your account from Stripe
Chris McConachie avatar
Written by Chris McConachie
Updated over a week ago

Birthdays

Find out who's Birthday is coming up.
Chris McConachie avatar
Written by Chris McConachie
Updated over a week ago

Charge Failed

Every now and again a Credit Card will get declined. Here is what to do.
Chris McConachie avatar
Written by Chris McConachie
Updated over a week ago

Record a Cash Payment for overdue or Recurring Plan

If you have a member set up to pay with cash on a recurring plan you will need to record the payment each time they hand over the greens.
Chris McConachie avatar
Written by Chris McConachie
Updated over a week ago

Product Sales Report

How to read the product sales report
Chris McConachie avatar
Written by Chris McConachie
Updated over a week ago

Recording Future Payment

You may have someone paying by Cash/Check and want to record a payment in the future
Chris McConachie avatar
Written by Chris McConachie
Updated over a week ago

Transaction Report

How to read the transaction report
Chris McConachie avatar
Written by Chris McConachie
Updated over a week ago

Collecting overdue payments

How to get collect payments that are overdue
Chris McConachie avatar
Written by Chris McConachie
Updated over a week ago

Cancelling a subscription but still overdue

Sometimes you might want to cancel a subscription after their billing period. This is how you reconcile payment without charging
Chris McConachie avatar
Written by Chris McConachie
Updated over a week ago

Payments - Charge Failed

System actions and alerts are triggered. This is what happens.
Chris McConachie avatar
Written by Chris McConachie
Updated over a week ago