Knowing your numbers

One list for every dollar in and out

Money arrives in a dozen ways — a card at the desk, a deposit online, a gift card sold, a membership charged. It all lands in one list, alongside what went out, so you can see what the month really did.

What you get

Everything in one place

Payments, deposits, gift cards, memberships, refunds, pay runs and expenses, in date order.

Any period

This month, last month, this year, or a range you pick.

Your accountant’s copy

Export to CSV and send it on.

What the card machine did

Your Helcim card takings and payout batches sit beside your own records.

Your costs too

Record what you spend on stock, rent or ads, so the figure at the end is the real one.

A receipt when asked

Every payment and deposit can be printed as a numbered receipt or emailed to the client.

How it works

Take the money

However it came in, it is recorded against the appointment or the client.

Add what went out

Expenses and pay runs go in the same list.

Read the month

In, out and kept — and a CSV when you need it.

Questions

Is this a till?

No. There is no cash drawer: you record what a client paid and it lands in the ledger. You can print a numbered receipt for any payment, or email it to the client.

Does it do tax?

No. It records amounts as they were taken; we do not add or split out tax.

Can my team see it?

No, the money pages are for the owner.

Works well with

Try it with your own business.

Set up your page in a few minutes — free, no card needed.

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