Payments and finances

What to track in a service business’s finances

Article

Set up the underlying figures

Review service prices and professional commission rules. Record expenses with a category, amount and date. Without up-to-date inputs, financial figures lack the context needed to support decisions.

Distinguish bookings, appointments and payments

Review appointment status alongside revenue, expenses and commissions. If you use online payments, check the Stripe connection and associated payments. A booking still awaiting payment should not be treated as money already collected.

Back to blog
Clendar

Your next step:
an organized business.

Set up services, hours and professionals.
Publish your booking page and accept appointments online.