Help center › Step-by-step setup
Accounting: what counts as revenue
Settings → Accounting.
- Open Settings → Accounting.
- By invoices — revenue is what is on the invoice signed with the client: the services and amounts on that document.
- By appointments — revenue is taken from the appointment itself: the service on the booking and the payments recorded for it. No invoice needed.
- Save. Income by service, client statements, the sales journal and analytics all read the same source — switch it here and every report follows.
Inside the program the same article is under Help.