Help · Payroll and money
Money overview and client payments
Overview (Business plan) shows the month's money: salaries and expense categories going out, what is paid and still to pay, client payments and income coming in, unbilled work and your cash position.
Client payments opens the finance reports, where admins record client payments (one at a time or in bulk), see time reports and export CSV. A client's time report can be exported as a PDF with an optional payment link that becomes a pay button.
Amounts in other currencies are converted with the exchange rates in Settings → Company. See Company name, logo and exchange rates.
Related
- Invoicing clients for tracked hoursTurn unbilled hours into a PDF invoice in Clockade, track awaiting and overdue invoices, and mark them paid.
- Running payrollRun monthly payroll in Clockade: bring in leave, add bonuses, advances and loan deductions, and mark salaries sent.
- Expense claimsHow staff claim money back in Clockade, where a claim can go (payslip, company cost, client invoice or fund), and approvals.
- Company name, logo and exchange ratesChange your company's name and logo in Clockade, see your sign-in address, and set the exchange rates everyone uses.
Still stuck? Press Help inside Clockade or email support@clockade.com.