Finance & POS

This area helps you manage money: invoices, expenses, customers, and POS.

Invoices

Use invoices to bill customers and track payments.

1. Go to Invoices and click Create Invoice
2. Pick a customer:
• Search by email or name
• Create a new customer if not found

1. Add items, due date, and tax
2. Click Save & Send

On the invoice index page you'll see all your invoices, with up-to-date status managed automatically, as well as totals and analytics. You can also manually adjust invoice statuses and settings quickly and easily from the table.

Expenses

Track what your organization spends in Expenses .

1. Use Add Expense for manual entries
2. Use Import CSV for bulk uploads
• Upload a CSV file with your expense data
• The system will help you map your CSV columns to the expense fields
• You can then review the import and approve or reject the expenses

1. Managers can approve entries if needed

Customers

Keep customer contact details and history in one place under Customers .

Buyer Hub & Refunds

Buyers can open My Purchases & Bookings to see what they bought or booked.

• Buyer path: Account menu → My Purchases
• Request refund: open an item and click Request refund
• Org review: use Refund Requests in the sidebar

Point of Sale (POS)

1. Open Point of Sale
2. Add products to cart
3. Check the split preview
4. Complete payment (cash or card)
5. Use POS pages for vendors, labor, and stats

Example: $100 sale at 20% / 10% / 10% / 60% → $20 land, $10 growth, $10 labor pool, $60 product owner (split by vendor per line when assigned).

Accounting & tax (beta)

• View core accounting reports
• Use tax prep exports for your accountant
• Sync transactions when bank integration is connected

Work types & labor

Work type tags help organize work logs and labor reports.