For businessesStep-by-step guide
Understand your Money view
Review recorded financial activity or permitted appointment deposit status, depending on your access.
Open this feature
Business sign-in and the appropriate permissions may be required.
On this page
When to use it
You need to understand a financial total or see which shared appointments are awaiting a deposit.
How to use it
- Check which view you have. Money overview reports financial activity; Payment check-in shows deposit progress for appointments shared with you.
- In Money overview, read the last-12-calendar-month reporting range, USD currency, reporting timezone when shown, and ledger freshness before comparing totals.
- Read deposits held, earned revenue, collected cash, refunds, fees, expenses, and profit as distinct measures. Use the underlying records when totals need explanation.
- Use Finance records for permitted payment, expense, and transaction export work. Open Quotes & invoices to review itemized client documents and their status.
- In Payment check-in, search appointments or filter by deposit status. Open an available appointment link for context. Amounts and exports appear only where your current access permits them.
What to know first
- A paid deposit does not establish that the full service balance is paid. Dino’s records do not by themselves prove provider settlement.
- Payment check-in shows up to 100 permitted appointments. Status-only access intentionally hides amounts; changing a filter does not expand access.
- Exported files contain the records permitted when downloaded. Later access changes cannot recall a file already downloaded.
How it connects
Appointment payment records explain the visit’s deposit and balance. Finance records support the reporting overview. Your Dino subscription is a separate bill.
A useful habit
Example amounts: a $200 appointment with a $50 deposit has $150 remaining before other payments or adjustments. Do not add the deposit to the service total as extra revenue.