Before you start
- Finance needs a role that can manage finances. Reports needs permission to view reports.
Follow payments and payouts
- Open Finance. Payments shows your balances and your next payout.
- Open Payouts, Payment Confirmations, Refunds or Disputes for the detail behind each number.
Keep a P&L sheet
- In Finance, open P&L Sheet and use Add Entry for income or an expense. Mark it as recurring if it repeats.
- Use Export PDF to share it.
Work out commissions
- In Finance, open Commissions and set each person’s rate with Add Rate.
- Use Calculate Commissions for the period you’re paying.
- Team members without finance access see their own figures in My Commissions, including what’s owed, what’s been paid, and tips.
Read your reports
- Open Reports. It starts on Profitability.
- Switch to Receivables, Sales & Estimates, Team or Operations for other views.
Some report tabs only appear for roles allowed to see them, such as pay details within Team.
Good to know
- Signed agreements with recurring payments are managed in Finance, under Subscriptions.