Manage payments and expenses

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Finance areas

Open Finance to use:

• Overall for a combined view of financial records.
• Member payments for payments associated with a member plan.
• Coach payouts for payments made to coaches.
• Income & Expenses for other income and expense records.

Record a member payment

1. Open Member payments.
2. Select Add payment.
3. Choose the member and member plan.
4. Choose the payment method.
5. Enter the amount and date.
6. Save the payment.

Record income or an expense

1. Open Income & Expenses.
2. Select Add transaction.
3. Choose Income or Expense.
4. Enter the amount, date, description, and any tags.
5. Choose a recurring interval when needed.
6. Save the transaction.

Use the date filters to review a consistent reporting period.