Finances: frequently asked questions
Quick answers about invoicing, drafts, partial payments and hidden amounts.
AdminFinances
Help topics
Download and schedule finance reports
Download finance reports as CSV, XLSX or PDF and send them to your accountant automatically.
AdminFinances
Track expenses and profit
Add expenses, track recurring costs and VAT, and follow your profit and loss.
AdminFinances
Track family balances
See what every family owes, who is overdue or in credit, and export balances.
AdminFinances
Review and record payments
Review payments and record cash, bank transfer or cheque payments against open invoices.
AdminFinances
Find, manage and create invoices
Find, filter and manage invoices, and create a one-off invoice in five steps.
AdminFinances
Configure finance settings
Configure billing entity, tax rates, invoice template, numbering, pricing, reminders, finance recipients and privacy.
AdminFinances
Create and manage billing plans
Create a billing plan with charges, discounts, tax and auto-send, assign children and manage your plans.
AdminFinances
Set up billing with the setup wizard
Run the setup wizard to set your country and currency, billing entity, subsidies and first billing plan.
AdminFinances
Open Finances and read the overview
The Finances overview: billed, collected, outstanding and what needs attention.
AdminFinances
