Money Settlement - the calendar that tracks who owes whom

Step by step

1. 1

   Open Money Settlement

   Open the Bookings tab — Money Settlement is a button there, and there's a card for it on your Accounting screen too. You can open it even without the paid Accounting module. A "you're owed / you owe" banner and settlement notifications also drop you straight into it.

2. 2

   Choose Settlement or Payments

   Two modes sit at the top:

   • Settlement — the commission and deposit money that flows from your bookings.
   • Payments — fixed payments like chair rent, flat-rate, training and guest fees, plus a studio's recurring staff expenses. See Payments.
3. 3

   Read the Settlement calendar

   The default Settlement view is a month calendar. On each day:

   • green is money owed to you that day;
   • red is money you owe that day.

   Each currency gets its own green/red pair. The green/red bars only ever show direction (owed to you / you owe) — that colour never changes with age. Money that's been outstanding a while is flagged separately by a small clock icon next to the date: amber once it's 14+ days old, red at 30+ days. Because the clock is its own little icon, the "overdue" red can't be confused with the "you owe" red bar — see Overdue settlements. A booking's money sits on the month of its appointment date; use the arrows to move between months.

4. 4

   Or switch to the list

   Switch from Calendar to List to see open settlements as a plain list instead, grouped into To Collect, In Settlement (split into Held by Studio / Held by Practitioner / Needs filing), and Resolved.

5. 5

   Tap a day to see its bookings

   Tapping a day opens its detail, with one card per booking. That's where you actually settle — head to Settling commission money.

Frequently asked questions

Do I need the paid Accounting module to use Money Settlement?

No. It's reachable from the Bookings tab for both studios and practitioners, even with nothing owed.

Why is a whole month empty?

Money appears on the month of the booking's appointment date. If nothing happened that month, the calendar is empty — use the arrows to find the month you're looking for, or switch to the list.