Finance — Overview
Finance tracks money after Booking or Subscription creates a chargeable obligation: billing, invoices, credit notes, finance transactions, invoice manager, and accounting sync.
Finance does not decide which sessions a customer can book. It receives Booking/Subscription data, turns it into financial documents, tracks processing state, and exposes data for payment, credit notes, reporting, and Xero sync.
Quick model
What Finance covers
| Area | One line |
|---|---|
| Billing | Groups booking/enrollment charges and owns payment option/split context. |
| Invoice | Receivable document with header, lines, status, lock, and scheduler behavior. |
| CreditNote | Adjustment document for reductions, cancellations, and paid-invoice corrections. |
| FinanceTransaction | Projection for invoice manager, search, booking-number sync, and allocation sync. |
| Invoice Manager | Admin surface for listing, filtering, locking, and processing invoices. |
| Preview Billing Diff | Read-only financial delta calculation for confirmed booking edits. |
| Accounting sync | Provider sync such as Xero and finance/accounting settings. |
| Subsidy | Eligibility/finance-related subsidy concepts, documented under Finance. |
Suggested reading
Related
- Booking creates billing/invoices after submit/confirm.
- Subscription creates recurring schedules and invoices.
- Payment collects money from invoices/payment options.
- Platform handles EntityEvent/history side effects.