Finance brings together booking payment activity for business planning and follow-up.
Read the Finance dashboard
Open Finance to review:
- Revenue Over Time
- Upcoming Payments
- Revenue Breakdown
- Tax Prep and Tax Snapshot
Choose the relevant date range or report controls before comparing figures.
Review upcoming payments
Upcoming Payments shows amounts expected from active booking payment plans. Select View all payments to open the complete Payments table.
Use filters and search to find a client, booking, status, method, reference, or date range. Select a row for its payment details and history.
Understand payouts
Open Payouts to review money moving from Stripe toward your bank account.
The overview distinguishes available, pending, and paid-out balances. Select a payout to see its destination, payout date, expected arrival, status, and timeline.
A client payment and a bank payout are related but separate events. A successful client charge may still be included in a later payout.
Use tax information responsibly
Tax widgets are estimates based on information available in Vignette and any manual tax records you add.
They may not include every expense, adjustment, refund, payment collected elsewhere, or rule that applies to your business.
Important: Finance and tax views are planning tools, not tax advice or a complete accounting system. Compare them with Stripe, bank, and accounting records and consult a qualified professional.
Investigate differences
When a figure seems wrong:
- Check the selected date range.
- Open the underlying payment rows.
- Review manual payments, refunds, and remaining balances.
- Compare the related booking plan.
- Compare Stripe or bank records when applicable.