Payments
Revenue Tracking
Section titled “Revenue Tracking”BusyBook automatically tracks revenue from completed appointments.
Viewing Revenue
Section titled “Viewing Revenue”- Go to Money > Revenue in the sidebar
- See daily, weekly, and monthly totals
- Filter by date range, service type, or client
Via Your Assistant
Section titled “Via Your Assistant”- “How much did I make today?”
- “Revenue summary for this month”
- “Compare this week to last week”
Expense Tracking
Section titled “Expense Tracking”Keep track of business expenses for tax time.
Adding Expenses
Section titled “Adding Expenses”- Go to Money > Expenses
- Click Add Expense
- Enter: date, amount, category, description, vendor
- Click Save
Via Your Assistant
Section titled “Via Your Assistant”- “I spent $85 on massage oil at Massage Warehouse”
- “Log $150 for table repair”
- “What are my expenses this month?”
Expense Categories
Section titled “Expense Categories”- Supplies (oils, linens, lotion)
- Equipment (tables, tools)
- Rent
- Utilities
- Marketing
- Insurance
- Education / CEU
- Travel / Mileage
- Other
Invoices
Section titled “Invoices”Generate professional invoices for clients.
- Go to Money > Invoices
- Create invoices from completed appointments
- Send invoices via email
- Track payment status (paid, pending, overdue)
Financial Reports
Section titled “Financial Reports”- Money > Reports & Tax > Performance: Revenue trends, averages, projections
- Money > Reports & Tax > Financial Reports: Detailed P&L and cash flow
- Money > Reports & Tax > Tax Prep Export: Export data for your accountant
- Money > Reports & Tax > Mileage Log: Track business mileage for deductions
BusyPay (Coming Soon)
Section titled “BusyPay (Coming Soon)”BusyPay is BusyBook’s integrated payment processing, powered by a secure payment provider. It will allow:
- In-app credit card processing
- Checkout with receipt
- Automatic payment logging
- Refund handling
- Chargeback protection
BusyPay is currently in development and will be available before the public launch.