Totality for trainers

Bookkeeping pack

Your coaching income by quarter on one page, ready for your accountant. Comes with the POS add-on.

POS add-on

The Bookkeeping pack puts a quarter on one page, made from what is already in Totality. It is for your records and your accountant, and it is not tax advice.

It comes with the POS add-on. On Home, open Bookkeeping pack under My business.

What is in it#

Pick a quarter at the top. You see:

• Payments taken and GST on paid invoices
• Where it came from, such as POS and one-off payments
• Invoices paid this quarter and what is still owed to you
• Fees taken, read from Stripe for the quarter

Payments are what was taken through Totality, before card and platform fees. GST shows where an invoice recorded it.

Share it#

• Share the pack saves one spreadsheet file with every payment and invoice for the quarter.
• Email it to my accountant sends the same file as an attachment. Replies come back to your own email. You can send up to 5 a day.