In this article, you will learn everything you need to know about managing PRODUCTS, FINANCIAL & PAYMENTS for customers based OUTSIDE THE USA who are using NO ACCOUNTING INTEGRATION
There are two parts to the training.
Part 1 - Setup Video - Admin Users Only
This is for Admin users only and explains the setup requirements in your BriteApp settings section.
(9-minute video)
Key Topics Covered
0.30 - Setting Up Tax Rates
1.04 - General Financial Settings
2.45 - Setting up Categories and Products
5.02 - How to use Payment Plans
8.05 - Financial Email templates
Part 2 - Managing Bookings Video - All Users
This video is for all users and shows how to manage Products, Financial and Payments in a booking.
(5-minute video)
Key Topics Covered
0.25 - Adding Products to a Booking
1.09 - Adding Payment Schedules to a Booking
3.20 - Recording Payments on a Booking (Including over and underpayment examples).
4.55 - Recording Refunds