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Revenue Summary Report

How do I use the Daily Transaction Report?

Deposits Report

Earned vs. Deferred vs. Accrued Revenue

Earned Series Revenue Report

How do I calculate sales tax owed?

Does the Earned Revenue report distinguish between what has been sold vs what has been used in terms of revenues?

How to allocate revenue between two clubs that share packages?

Why 'wholesale cost' does not appear in the 'Merchandise Summary' report?

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Lauren Everett

Alysia "Red" Prater

Sales Report

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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