Payments, orders, discounts and reports
Orders, refunds, gift cards, expenses and the reports you can run.
Orders & Financials
Every payment and invoice is listed here. Search by customer or invoice number. Open one to see what was bought, how it was paid and the receipt the customer received. Refunds are also here; a refund emails the customer.
Coupons, fees and gift cards
Created under Settings (see "Set up your school profile"). Customers enter a coupon or gift card code at checkout; you can also enter one when you enroll a student by hand.
Reports
- Reports & Analytics: the overview of your school.
- Financial Overview: money in over a period of your choice.
- Program Report: enrollments by class and program.
- Teacher Hours & Payroll: hours taught by each instructor, for paying your team.
Expenses
Choose Log New Expense, then enter the Category, Amount, Date and a Description. You can associate an expense with a class or a camp (optional) to see what each program really earns.
Example
- Category: Supplies
- Amount: 84.50
- Date: October 3
- Description: Watercolor paper and brushes
- Associate with: Watercolor Basics
