Payments

In the payments section you can access your studio's sales, view unpaid items, mark items as paid, and generate financial reports.

Viewing Payments

View the payments section through the main menu under Sales > Payments.

In payments you can change the view of what you see;

• The "In focus" tab allows you to view your unpaid transactions and recent transactions.
• Tap the "By month" tab to see the current month, and use the back and forward arrows to move a month.
• Tap the "Use filter" tab for more filter options.

For any of these sections, tap the downdot menu to generate PDF reports or invoices. You can access;

• a sales statistics graph
• Transaction list - relative to the current page
• Invoices - relative to the current page

Note: When viewing or downloading a report, it will be relevant to the current scope of the Payments view - whether you're viewing "In focus", "By month", or "Using filters".

Access sales and payments, and create invoices

Tap any transaction in Payments to open its details.
Depending on the payment type and current status, you can:

• Mark as paid or revert to unpaid
• Issue a refund
• Download the related PDF invoice

For unpaid transactions you also find these options:

• Send a reminder
• Record a partial payment
• Waive the payment (write it off)
• Change payment kind

You can also access individual payments and sales in any window that has clients in Appilates, by tapping on the client to go to their individual client's window, and then tap on the individual client's transaction