
1The money-in flow
Finance → Invoices creates and sends invoices. Each can carry a payment link, so the customer pays online; the receipt and the ledger update on their own.

2Everything around the invoice
- Credit notes adjust an invoice cleanly
- Receipts and refunds keep a trail
- Receivables shows everything customers owe
- Payment links can also be created for a student fee or a client project
3Connect your payment account
To collect through your own gateway account, connect it under Workspace → Payment account (it is the same account used for paying salaries).
4Chase what is overdue
Switch on the overdue-invoice automation to remind customers and notify your finance team.
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