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Operations

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
Invoice create form with customer search and line items
  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.

Invoice list or dashboard with status badges and totals
invoice list metrics

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
Warning: This feature will not work for all expense data and should only be used for importing old bulk data from a previous system.
CSV column mapping screen for expense import
CSV import mapping
  1. Managers can approve entries if needed
Expense list with categories and import button

Customers

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

Customer list with search and tags
Single customer profile showing invoices and activity
customer detail

Buyer Hub & Refunds

Buyers can open My Purchases & Bookings to see what they bought or booked — including order reference numbers, digital downloads, and ticket numbers.

  • Buyer path: Account menu → My Purchases
  • Order confirmation: sent by email after store checkout or paid POS sale
  • Rental bookings: customer pays via invoice link after you confirm the booking
  • Request refund: open an item and click Request refund
  • Org review: use Refund Requests in the sidebar
  • Full refunds: void unfulfilled store-sale records and restore ticket/physical stock automatically

Store Sales

Store Sales is where you fulfill online and POS product orders: redeem tickets, confirm pickup, mark shipped (with tracking), and mark rentals returned. Buyers receive reference numbers in their confirmation email.

See Products & Store for product types and setup.

Point of Sale (POS)

Before first sale: set 4 POS percentages in Settings → Financial. They must add up to 100%.
  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).

POS screen with product grid, cart, and allocation preview
POS cart and allocation

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.