Income and Expense Tracking for Appointment Businesses - Avosist

INCOME AND EXPENSES

Income and Expense Tracking you enter the fee you took, you see how the month ends.

The appointment screen in Avosist has an optional income and expense ledger. You enter the fee you took on the appointment itself and add other items, such as rent or supplies, by hand; the ledger shows you that month’s income, expenses and balance. It is not an accounting program; it is a simple ledger for day-to-day tracking.

No credit card needed. Before going live you can write to the assistant as a customer on the test screen in the panel.

IN SHORT

What is income and expense tracking?

Income and expense tracking means writing down the money that comes into and goes out of a business item by item, and seeing what is left at the end of the period. In small businesses that work by appointment this is often written in a notebook or a separate spreadsheet.

In Avosist the ledger is a tab of the appointment screen, and turning it on is up to you. The appointment fee is not entered automatically; you enter the fee on the appointment and the ledger records it as “Appointment” income. The ledger does not take the place of official accounting or tax records.

Appointment fee
The amount you enter in the “Fee received” (Alınan ücret) field of the appointment goes into the ledger as income.
Manual item
You add income or an expense: amount, date, category, payment method and note.
Payment method
Marked as cash, card or bank transfer.
Monthly summary
The income, expenses and balance of the month you select are shown.

SETUP

How do you turn on the income and expense ledger?

You start using it in three steps. The ledger is included in plans where the appointment feature is enabled.

  1. Turn on the ledger

    Turn on the ledger on the “Income and Expenses” tab of the Appointments screen. You can turn it off whenever you want; your records are not deleted when you do.

  2. Enter the fee you took for the appointment

    When you complete the appointment, enter the amount in the “Fee received” (Alınan ücret) field. The amount is recorded in the ledger as income in the “Appointment” category.

  3. Add other income and expenses

    With “Add income” (Gelir ekle) and “Add expense” (Gider ekle), add items such as rent, supplies or product sales with an amount, date, category and payment method. You type the category name yourself; the ones you have used before are suggested.

Start free

Creating an account is free. Take the first step; the panel shows the rest one step at a time.

WHAT IT DOES

What does Avosist do in the income and expense ledger?

The four jobs of the ledger and how each is done.

01

Records the fee taken for an appointment as income

The amount you enter in the “Fee received” (Alınan ücret) field on the appointment goes into the ledger as “Appointment” income. Neither the assistant nor the system enters the fee automatically; you enter it. This field exists only in Avosist’s own calendar.

  • You enter the fee
  • It becomes income in the “Appointment” category
  • Only in the Avosist calendar
Appointment · Hair colouringExample screen
  • CustomerCompletedAyşe Kaya · Saturday 3.00 pm
  • Fee receivedCard1,800 TL
  • Income and ExpensesEnteredRecorded as appointment income

02

You add other income and expenses by hand

You enter items such as rent, supplies, bills or product sales with “Add income” (Gelir ekle) and “Add expense” (Gider ekle). Each item has an amount, date, category, payment method (cash, card, bank transfer) and note.

  • Amount, date, category, payment method, note
  • You decide the category name
  • Your earlier categories are suggested
Income and Expenses · ItemsExample screen
  • Rent−12,000 TLExpense · Bank transfer · 1 November
  • Supplies−3,400 TLExpense · Card · 6 November
  • Product sales+950 TLIncome · Cash · 8 November

03

Shows the month’s income, expenses and balance

The ledger shows one month together: total income, total expenses and the balance. You can filter the items to income only or expenses only. There is no breakdown by category or by staff member, and no chart.

  • Monthly income, expenses and balance
  • Filter by income or expense
  • No breakdown and no chart
Income and Expenses · NovemberExample screen
Income
48,600 TL
Expenses
21,350 TL
Balance
27,250 TL
  • Appointment+47,650 TLIncome · 31 items
  • Product sales+950 TLIncome · 1 item

The sample figures are for illustration.

04

Sits on the same screen as the appointment calendar

The ledger is not a separate program; it is the third tab, next to your appointments and your customer list. It is enough to enter the fee when you complete the appointment. When you turn the ledger off, your records are kept.

  • Calendar, Customer List, Income and Expenses on the same screen
  • Records are not deleted when you turn it off
  • There is no export
Appointment calendar →
AppointmentsExample screen
  • CalendarTab6 appointments today
  • Customer ListTabSaved customers
  • Income and ExpensesOnNovember · balance 27,250 TL
Try it free

To see these examples with your own information, create your account and write as a customer on the test screen.

WHO USES IT

Who uses the income and expense ledger?

Small businesses that work by appointment and do not want to keep their accounts in a separate program. Three typical uses:

Hairdressers and barbers

Customer asks: “How much is left this month?”

AssistantYou enter appointment fees and expenses; it shows the month’s balance.

Beauty salons

Customer asks: “Did we take it by card or in cash?”

AssistantThe payment method is kept on each item.

One-person clinics and studios

Customer asks: “How much did I spend on supplies?”

AssistantYou enter the expense with a category; you filter in the list.

The ledger does not keep accounting, invoice or tax records; it has no export to Excel, no category report and no chart.

QUESTIONS

Questions about income and expense tracking

In the optional ledger on the Avosist appointment screen you record the fee you take for an appointment and the income and expenses you add by hand, and see income, expenses and the balance month by month. It does not take the place of accounting or tax records.

What is the income and expense ledger in Avosist?
It is an optional tab of the appointment screen. It records the fee you take for an appointment and the other income and expenses you add by hand, and shows the income, expenses and balance of the month you select.
Is the appointment fee entered in the ledger automatically?
No. You enter the fee in the “Fee received” (Alınan ücret) field on the appointment; the ledger records it as “Appointment” income.
What information can I record?
Each item has an amount, date, category, payment method (cash, card or bank transfer) and note. You type the category name yourself.
Does this ledger take the place of an accounting program?
No. It does not issue invoices, does not calculate tax and does not take the place of official accounting records. It is a simple ledger that makes day-to-day tracking easier.
Can I export the report to Excel?
No. The ledger has no export, no breakdown by category and no chart; you see the month’s income, expenses and balance on the screen.
Are my records deleted if I turn the ledger off?
No. When you turn the ledger off your records are kept; they are there when you turn it on again.

The appointment ends, its fee goes into the ledger.

Open your account, turn on the Income and Expenses tab on the appointment screen and enter the fee for your first appointment.

OFFICIAL PRODUCT SOURCE

Income and expense tracking information, verified by Avosist

This page describes current Avosist capabilities. Availability can depend on the connected account, platform permissions, enabled integrations and licence.

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