Business finances
  • 18 Oct 2023
  • 1 Minute to read
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Business finances

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Article summary

There are some business finance details that need to be set up for your business such as your business identifier (e.g. ABN), tax settings (e.g. GST, VAT, sales tax), commission options, booking payment preferences and invoicing details.

Forcing upfront booking payments
You are able to determine if the client needs to provide full payment prior to any bookings. It is highly recommended to turn this option on, as it reduces the possibility of no-shows and also helps enforce your cancellation policy.

Business finance details 

Steps

  1. Navigate to Setup > System Settings > Business Detail
  2. Navigate to the Finances tab
  3. Complete the relevant fields
    1. Note: It's recommended to select the Full Payment (or deposit) is required  for all client bookings and courses option for Booking Payments

Invoice details 

Steps

  1. Continued from the previous section
  2. Complete the relevant fields


Please see the Creating an invoice article for more information on this process.


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