Manage Your Income & Expenses in One Screen
Receivable record auto-created when an appointment completes. Due date tracking, category-based reporting and multi-status management in one platform.
Finance Dashboard
Live£195
Total Income
£90
Pending
£80
Overdue
Individual Session
£80
paidCouples Therapy
£120
pendingOnline Session
£60
overdueGroup Session
£40
paidInitial Consultation
£50
pendingInstant
Receivable Creation
Multi
Status Management
Category
Based Reporting
24/7
Access
Receivable Created Automatically When Appointment Ends
When an appointment is completed, the system automatically creates the related receivable record. No manual entry needed; service, amount and client details are transferred automatically. You do the work, the system keeps the records.
- Receivable instantly recorded when appointment completes
- Service, amount and client info auto-transferred
- A due date can be assigned to each receivable
- Record automatically closed when payment arrives
Auto Receivable Flow
AutomaticAppointment completed
14:30
Receivable record auto-created
14:30
Due date assigned (7 days)
14:31
Payment reminder sent
Pend.
Receivable #2847 Created
No manual entry required
See Overdue Payments Instantly, Remind Without Delay
Assign a due date to every transaction. The system automatically reminds the client as the deadline approaches and flags overdue payments in red. Not a single late payment goes unnoticed.
- Customisable due date for each transaction
- Automatic reminder as due date approaches
- Overdue payments highlighted instantly
- Full transparency on transaction history and status
Due Date Tracking
Physiotherapy
Due: Today
£60
overdueConsultation
Due: Tomorrow
£150
pendingCheck-up
Due: 3 days
£40
pendingTherapy
Due: 7 days
£90
on time1 overdue payment — reminder sent
Which Service Earns What — See It Live
Group transactions by category. Individual session, online session, couples therapy — which earns more? Make data-driven decisions with monthly, weekly and daily breakdowns.
- Service-based revenue breakdown and percentage distribution
- Daily, weekly and monthly income charts
- Multi-status: Paid, pending, overdue, cancelled
- Summary panel for total income, pending and overdue
Category-Based Income
This MonthIndividual Session
£960
%48
Online Session
£520
%26
Couples Therapy
£320
%16
Group Session
£200
%10
Total Income
£2.000
Automate your financial processes
Auto Receivable Recording
Receivable created instantly when appointment ends.
Due Date Tracking
Assign due dates, see overdue payments instantly.
Income Tracking
Monitor all income by category in one screen.
Expense Management
Easily enter and track expense records.
Category Reporting
See which service earns what in real time.
Overdue Alerts
Automatic alerts and reminders for upcoming due dates.
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