Settling commission money - a day, a booking, confirm received

Step by step

1. 1

   Open a day, or work from the list

   From the calendar, tap a day to open its bookings; or use the list. The list is split into You pay (bookings where you're holding money the other side is owed), You receive (where they're holding money you're owed), and Awaiting confirmation (ones you've already recorded, waiting on the other side). Each card shows the full breakdown — total price, the cut, who's holding what.

2. 2

   Record the settlement (the side handing money over)

   If you're the one holding money the other side is owed, tap Record settlement on the card. Two things happen straight away: the card moves into the Awaiting confirmation tab (and shows as a muted banner on the calendar), and the money is immediately counted as settled on your Accounting tab — it leaves your "income pending settlement" total and counts as Received. You don't wait on the other side for your books to be right.

3. 3

   Confirm received (the side getting paid)

   If you're owed, tap Confirm received once the money actually reaches you. That fully closes the settlement on both sides. If it never arrived, tap Dispute and give a reason — the card leaves Awaiting confirmation and bounces back to the open list, and on the recorder's side it's pulled back out of settled income until it's re-recorded correctly.

4. 4

   Settle a whole day at once

   On a day with several bookings with the same person, Settle this day handles them together — you record everything you owe them and confirm everything you're owed in one step; they still confirm anything you recorded.

5. 5

   Settle a single booking

   To handle just one, use Settle this booking on its card. It's the same hand-over as the day-level action, scoped to that one booking.

6. 6

   Collect money that hasn't come in yet (studios)

   The Not yet collected tab is where a studio handles money still to be taken. It exists because the studio often handles the cash, not just the artist — a client frequently pays the front desk rather than the practitioner directly. So if the artist isn't around (or by studio policy the client always pays the cashier), the studio can still record the money and keep the booking moving. It's split into two sub-tabs:

   • Deposits — bookings whose deposit hasn't been recorded as collected yet. This is mostly for a client who comes in and pays their deposit at the studio: even if the practitioner isn't there, the front desk can record it. Tap Studio collected or Practitioner collected to file who took it.
   • Remaining — sessions that have happened but aren't closed out. The studio can record these too — for example a client paying the balance by card at the desk, or a studio whose policy is that clients pay the cashier rather than the artist. Each card has a Complete & collect button: it marks the session complete, asks for the final price on project-based work, and then asks who collected the balance — the studio or the practitioner. This is the same close-out the artist does; doing it from here means a studio manager can take the client's payment and finish the booking without waiting on the artist.

Frequently asked questions

What does the orange GUEST tag on a card mean?

The money comes from a guest spot rather than a resident's regular bookings — see Guest-spot money.

I recorded a settlement by mistake, or the other side says they didn't get it. What now?

The receiving side can tap Dispute with a reason. The card leaves Awaiting confirmation and reopens so the hand-over can be re-recorded correctly — and if it had counted as income on the recorder's Accounting tab, it's automatically removed again.

Why did income show up on my Accounting tab before the other side confirmed?

That's intentional. The moment you record a hand-over, it counts as settled for you so your books stay current. It only ever comes back off if the other side disputes it.

Can I see which booking a card is for?

Yes — each card has a View booking button. From the studio side it opens read-only.

Can the studio mark a session complete and take the money, or only the artist?

Either can. Open Not yet collected → Remaining and tap Complete & collect on the session. The studio enters the final price (on project-based work) and records who took the balance — exactly what the artist does from their own bookings. It feeds reviews and stats the same way.

A card says "Needs filing" — what is that?

The money was collected but no one recorded who took it. Open the card and tap Studio collected or Practitioner collected to file it, and it moves on through settlement.