In this article, you will learn everything you need to know about managing PRODUCTS, FINANCIAL & PAYMENTS for USA Based Customers using NO ACCOUNTING INTEGRATION
The training consists of two parts.
Part 1 - Setup Video - Admin Users Only
This is for Admin users only and explains the setup requirements in your BriteApp settings section.
(6-minute video)
Key Topics Covered
0.40 - Setting Up Categories
1.20 - Setting Up Products
2.45 - Setting up Payment Plans
5.20 - Financial Email Templates
5.55 - Financial Settings
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
1.30 - Adding Payment Schedules to a Booking
3.00 - Recording Payments on a Booking (Including over and underpayment examples).
3.55 - Recording Refunds