Accounting & Financial Reporting
How to generate reports, balance books, and unique payment circumstances.
How to Document Offline PaymentsUpdate Outstanding Payments in the System That Were Completed Offline
How to Run an Instant ChargeCharge Users Directly From the Admin Portal For Any Payment
How to Download Membership DataDownload Membership Sales Data to Your Computer For Further Analyzation
How to Reconcile ReportsReconcile Payouts from Stripe
How to Issue a Partial RefundCorrect Any Processing Mishaps By Issuing a Partial Refund for Any Transaction
How to Use QuickBooks IntegrationUtilize Our Quickbooks Integration to Manage and Transfer Your Facility's Finances
How to Share Your Referral LinkCopy and Share a Referral Link Directly From the Admin Portal
How to Filter Revenue DataFilter Your Facility's Revenue Breakdowns By Category and Subcategory
How to Create an InvoiceCreate, Customize, and Deliver an Invoice to Clients