Money panel
Paid this month against last, what is owed and overdue, and what is coming.
What it is
What you have been paid this month against last month, what is still owed and overdue, retainer payments due in the next 30 days, and sessions still held in packs.
Everything it does
This month against last
What you have been paid so far this month, beside the whole of last month.
Owed and overdue
What clients still owe you, and how much of it is past due.
Coming in
Retainer payments due in the next 30 days.
Held in packs
Sessions clients have paid for and not used yet.
Your currency
Totals in the currency you invoice in. Amounts in another currency are counted separately and never mixed.
How to use it
- Open the dashboard.
- The Money panel sits beside Today.
- Open Invoices for the detail behind any number.
In your coaching
Three packs sold and Eve's retainer landed: the Money panel shows this month already past last, with Ben's unpaid check-in the only thing owed.
Plans
Every plan. The money in it comes from invoices and card payments, which are on Pro and Ultra. Compare plans
Ask Aris about Money panel
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