Payments, Invoicing & Accounting

See how CariHub takes online payments: gateways, one-time payment links and manual bank transfer. Let's get started. First, open Payment Settings under Finance. Next, review the available gateways such as Stripe, Fygaro, PayWise, LuniPay, HandyPay, 2Checkout and manual bank transfer. Finally, read Recurring Billing & Collection Methods to see subscription options. Pro tip: Start in testing mode so you can try a payment without real money. That wraps up payment settings overview. Next, we'll look at how to connect a payment gateway. If this helped, subscribe for the rest of the Payments, Invoicing & Accounting series.

Connect a payment gateway so clients can pay by card when they book or receive an invoice. Let's get started. First, in Payment Settings, choose the gateway that serves your country. Next, click Details and enter the keys or account details your gateway gave you. Then, turn on Active for bookings. Finally, save the connection. One thing to watch for: Never share your secret keys in screenshots or messages. That wraps up how to connect a payment gateway. Next, we'll look at how to use testing mode and sandbox mode. If this helped, subscribe for the rest of the Payments, Invoicing & Accounting series.

See how invoices work: create, send, track payment and send reminders. Let's get started. First, open Invoices under Finance. Next, read the status filters: Draft, Sent, Partially Paid, Paid, Overdue, Cancelled and Void. Finally, sort by Invoice Date, Due Date, Amount or Invoice Number. That wraps up invoices overview. Next, we'll look at how to create an invoice. If this helped, subscribe for the rest of the Payments, Invoicing & Accounting series.

Create an invoice for a client with line items, currency and a payment link. Let's get started. First, click create invoice and choose the client. Next, in Line Items, add services and products, or use Custom Line Item. Then, choose the Currency and set the due date. Finally, save the invoice. Pro tip: Use custom line items for one-off charges that are not in your catalog. That wraps up how to create an invoice. Next, we'll look at how to send an invoice. If this helped, subscribe for the rest of the Payments, Invoicing & Accounting series.

See how recurring billing schedules, billing health, promo codes and issued invoices fit together. Let's get started. First, open Recurring Invoices under Finance. Next, review Billing Health, Schedules, Promo Codes and Issued Invoices. Finally, check that your plan and gateway support recurring billing. One thing to watch for: Recurring invoices need a supported gateway and plan; you may see an upgrade message. That wraps up recurring invoices overview. Next, we'll look at how to create a recurring billing schedule. If this helped, subscribe for the rest of the Payments, Invoicing & Accounting series.

Bill a client automatically every week, month or year. Let's get started. First, start a new schedule and enter the Schedule name *. Next, choose the Frequency *, such as weekly, monthly or annual, and the Start date *. Then, choose the Payment gateway, Currency and Collection method. After that, add the line items and check the Charge preview. Finally, generate the payment link. That wraps up how to create a recurring billing schedule. Next, we'll look at how to link a schedule to a booking series. If this helped, subscribe for the rest of the Payments, Invoicing & Accounting series.

See how bank transfer, kiosk and mobile money payments work: clients upload receipts and you verify them. Let's get started. First, open Manual Payments under Finance. Next, read the tabs: Pending, Approved, Rejected, Cancelled, All and Reconciliation. Finally, open a receipt to view the Receipt Image. That wraps up manual payments overview. Next, we'll look at how to approve or reject a receipt. If this helped, subscribe for the rest of the Payments, Invoicing & Accounting series.

Check an uploaded receipt against your bank and approve or reject it. Let's get started. First, open the Pending tab. Next, click a receipt and look at the Receipt Image. Then, compare the amount and reference with your bank. Finally, approve it, or reject it with a reason. One thing to watch for: Approve only after the money shows in your account. That wraps up how to approve or reject a receipt. Next, we'll look at how to reconcile manual payments. If this helped, subscribe for the rest of the Payments, Invoicing & Accounting series.

Use live rates or set your own so multi-currency pricing is accurate. Let's get started. First, open Exchange Rates under Finance. Next, choose the Rate source: live rates or your own override. Finally, save your changes. One thing to watch for: Changing a rate affects new prices, not invoices already issued. That wraps up how to manage exchange rates. Next, we'll look at accounting overview. If this helped, subscribe for the rest of the Payments, Invoicing & Accounting series.

Tour the Accounting module: overview, expenses, journal, periods, accounts, statements, reconciliation and tax. Let's get started. First, open Accounting under Finance. Next, review the tabs: Overview, Expenses, Journal, Periods, Accounts, Statements, Reconciliation and Tax. Finally, read the Revenue and Expense Breakdown on the overview. One thing to watch for: Accounting needs the Accounting module on your plan. That wraps up accounting overview. Next, we'll look at how to set up your chart of accounts. If this helped, subscribe for the rest of the Payments, Invoicing & Accounting series.

Create your chart of accounts so every transaction has a home. Let's get started. First, open the Accounts tab. Next, click Initialize Default Chart to start from a standard chart. Finally, use Add Account to add your own accounts. That wraps up how to set up your chart of accounts. Next, we'll look at how to record an expense. If this helped, subscribe for the rest of the Payments, Invoicing & Accounting series.

See how pay runs, payslips and statutory calculations work. Let's get started. First, open CariPay Runs under Finance. Next, review pay runs by status: Completed, Partial Completion, In Progress and Scheduled. Finally, open a run to see its detail. One thing to watch for: Payroll needs the Payroll module on your plan. That wraps up cariPay payroll overview. Next, we'll look at how to create a pay run. If this helped, subscribe for the rest of the Payments, Invoicing & Accounting series.

Create a monthly pay run for your team. Let's get started. First, click New Pay Run. Next, set the Period Start, Period End, Pay Date and Jurisdiction. Finally, review each staff member's pay and save. That wraps up how to create a pay run. Next, we'll look at how to set an employee's pay details. If this helped, subscribe for the rest of the Payments, Invoicing & Accounting series.

Record how each employee is paid so calculations are right. Let's get started. First, open the employee's pay settings. Next, choose the Employment Type and Pay Basis. Finally, enter the salary or rate and standard hours. That wraps up how to set an employee's pay details. Next, we'll look at how to review and edit time entries. If this helped, subscribe for the rest of the Payments, Invoicing & Accounting series.