App module
Finance
Manage invoices, quotes, payment integrations, payouts, and Profit & Loss reports.
8 guides
Create a quote or invoicePrepare a customer document, convert an accepted quote, and follow the linked sale status.Review payment activity and request a payoutCheck payment records and follow the payout authorization steps available to your account.Review Profit & Loss reportsRead the period-based Profit & Loss reports in the Finance menu.Set up IntaSend collections and payoutsConnect the IntaSend service shown for your business and check its current status.Set up M-PESA collections and payoutsConfigure the M-PESA service available for business collections, payouts, or storefront checkout.Set up payment collections and payoutsConfigure the provider and scope for collecting customer payments or sending a business payout.Set up payment integrations and check a paymentConnect the provider in the right business or store area and review payment status.Troubleshoot a payment or checkout issueCheck the original sale or order before retrying payment or changing checkout settings.