This document provides an overview of key functions and tools related to managing your financial operations within the platform.
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Understanding Roles: Clarifies user roles and permissions, helping you ensure the right access levels for financial data and settings.
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Managing User Settings: Details how to customise and manage user settings, ensuring your team has the right configurations for financial operations.
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Managing Invoices: Explains how to create, manage, and track invoices for accurate billing and financial record-keeping.
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Managing Payments: Offers guidance on how to track, manage, and reconcile payments to ensure accurate financial records.
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Invoice and Payment Settings: Guides you through configuring invoice and payment settings for seamless and correct billing processes.
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Creating Bookable Products: Covers the creation and management of bookable products, ensuring proper integration with invoicing and payment systems.
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Healthcode Integration: Describes the integration with Healthcode for submitting claims and managing payments within the platform.
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Semble Pay Integration: Details the integration with Semble Pay, allowing secure payment processing directly through the platform.
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Stripe Integration: Explains how Stripe integration works for handling online payments and managing payment details effectively.
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Xero Integration: Provides an overview of the Xero integration, helping synchronise financial data for efficient accounting and reporting.