Finance
Payments, cash book, payment requests and teacher finance.
Setting up Finance: Stripe, subscriptions and donationsThe Finance page has four parts: Money (cash book), Subscriptions, Donations and Setup. This is how you set up payments, in the right order.Setting up and using the cash book (Money)Money is the cash book on the Finance page: accounts, categories, budgets, importing bank statements (MT940, CAMT.053, CSV, XLSX), reconciliation, invoices and ANBI reporting.Subscriptions: plans, class fees and assigningHow to create a membership plan (fixed amount, per child or per class), set a family discount and class fees, and assign the plan to members or parents.Payment requests (Tikkie, ING, Rabobank, iDEAL)Separate payment requests via Tikkie, ING, Rabobank or iDEAL, without Stripe. First you connect a provider, then you create a request with a link and QR code and follow the payments.Managing subscriptions: who has paid, recording, chargebacks and refundsThe Subscriptions workspace with the Attention, Members and Money lenses: follow arrears, remind, record manual or cash payments, credit, refund, collect again after a chargeback, pause or cancel subscriptions, and send payment messages and authorization requests.Teacher finance: hours, rates and SEPA payoutTeachers enter their hours in the app. You set each teacher's hourly rate, travel costs and IBAN, mark hours as paid and create a SEPA file to upload in your bank portal.One-time payments (via Stripe)You ask a target group for a one-time payment, for example a school trip. Members pay through Stripe; per recipient you see who has paid and whether the reminder was read.Member bank matching, IBANs and cash receivedFor members with an administrative subscription: record IBANs, let bank lines book installments automatically (Off, Preview or On), record cash and see the monthly payment overview.Setting up Live Fundraising: evening, groups, volunteers, screens and kiosk tabletsHow to prepare a fundraising evening: create the evening, groups and goals, cash book accounts, online giving, invite volunteers and kiosk tablets, and pair TV screens or move them to another evening.Live Fundraising during and after the evening: control desk, cash count and closingThe presenter controls the screens from the control desk (scenes, moments, spotlight, panic button). Afterwards you count the cash, close the evening and book everything in the cash book.Advertising: selling advertising spaceSell advertising and sponsorship space to businesses. They sign up on your advertiser page, you approve, and then they pay through your Stripe account.