Money

Chase the people who still owe

1. Read Who still owes: each booking with what it owes.
2. Press Remind beside one, or Remind all for everybody listed.

Then: Each gets the amount and how to pay, once a day at most.

Two weeks before the retreat, Still owed shows eleven bookings. Dara presses Remind all; each booking is emailed what it owes and how to pay, and the next day the button waits until the day after.

Record a payment or a refund

1. Press a name under Who still owes or Latest payments to open the booking.
2. Or type a reference, name or email under Find a booking for one that owes nothing.
3. Under Money, type the amount, its method and a reference, and press Record. A negative amount is a refund.
4. For a place held until paid, press Confirm without waiting for payment if you want it confirmed now.

Then: A card payment shows in the bell of whoever keeps the money as it arrives, and in the daily summary email for anybody who takes one, as new bookings do.

Rather not? Press Refund and cancel to refund everything paid and cancel the booking in one step: its place is offered on, and whoever runs the program is told.

Bring in payments taken on a payment page

1. Press Import payments.
2. Choose the payment page's export, such as Zeffy's Itemized payments.
3. Check what it found, and import it.

Then: Each payment is recorded on the booking its reference names, and whoever runs the program sees it as imported, and by whom.

Rather not? Press Download for this date's bookings and payments as a spreadsheet.

Plan the budget, and record what it cost

1. Press Line to add a budget line: a cost or income, with what you plan.
2. Press a line to change it: type what it actually came to under Actual, and press Save.
3. Open Set what it cost beside a stay or a Resources booking to record its cost.

Then: Came in, Still owed, Spent so far and Net so far follow what you record.

Choose how bookings are paid

1. Find How bookings are paid at the top.
2. Choose the route under Paid through.
3. Press Save, and confirm it's you. If bookings made earlier have paid part, read the note, then press Move them too or Keep them on the route they were told.

Then: Bookings are told to pay that way, and so are bookings made earlier that have paid nothing; bookings paid in full are not touched. It is the same choice as under How bookings are paid in the program's Settings › Tickets, beneath the tickets, for whoever runs the program.

Rather not? Where the block says bookings made earlier are still told another route, press Move them to the program's route: those that have paid nothing move, those that have paid part are asked about first, and those paid in full stay.