Understand the finance summary

Finance summarises completed visit revenue and the payment records available to the active business. Use booking references and payout lines for reconciliation; do not estimate a statement from the calendar.

Read the recorded total

The summary uses completed visits and recorded payment lines for the active business. Calendar entries alone are not finance records.

Reconcile the detail

Open a payout line and match its booking references when reconciling the amount. Keep cleaner earnings separate from the business view.