Finances

The Finances section is where JMS handles money-related setup.

Think of it like a price list + billing control room:

• What you charge
• How much things cost
• How clients get billed
• How revenue is shared

This guide matches the Finances Superdemo video.

---

What you’ll find in Finances

Inside Finances, there are three main areas:

1. Revenue Share
2. Client Billings
3. Charges

Each one has a different job.
We’ll explain them one by one, slowly and clearly.

---

Charges (Most important)

What are Charges?

Charges are the prices for services.

In simple terms:

• This is where you say “This service costs this much.”
• JMS uses these charges when billing clients.

Think of it like a menu at a restaurant:

• The menu = Charges
• The bill = Client Billing

---

What you see on the Charges screen

The screen is split into sections (cards), for example:

• Common Add-Ons
• Other Add-Ons
• Payroll Charges
• Time Clock

Each section groups similar charges together.

Inside each section, you see a table.

---

Understanding the Charges table

Each row is one charge.

Each column means:

• Charge → The name of the service
• Hard Cost → What it costs you
• Suggested Price → What you charge the client

Example:

If it costs you $1 and you charge $5, the difference is your margin.

---

Actions menu (Top right)

At the top right, you’ll see Actions.

Clicking this gives you options like:

• Export → Download the charges list
• Add Charge → Create a new charge
• Delete Charge → Remove a charge

In the demo video, this is shown as “click Actions → choose what you want to do.”

---

Adding a new charge

How to add a charge

1. Click Actions
2. Select Add Charge
3. A popup opens

What you must fill in

• Title → Name of the charge
• Category → What group it belongs to
• Amount → Hard cost
• Suggested Charge → Price for the client

Click Add Charge to save.

The charge now appears in the list.

---

Editing a charge

Next to a charge, you may see an edit icon.

1. Click the edit icon
2. Change the value
3. Click the green check to save
4. Or click cancel to undo

This helps you make quick price changes safely.

---

Deleting a charge

To remove a charge:

1. Open Actions
2. Choose Delete Charge
3. Confirm

Be careful — deleting removes it completely.

---

Client Billings

What is Client Billings?

Client Billings shows how clients are charged using the charges you set.

Simple explanation:

• Charges = price list
• Client Billings = who gets billed and how much

---

What you see here

You’ll usually see:

• A list of clients
• Billing-related information
• Status indicators

This area helps you review and manage billing, not set prices.

In the demo, this is shown as “view billing, not change prices.”

---

Revenue Share

What is Revenue Share?

Revenue Share shows how money is split.

This is often used for:

• Franchise setups
• Partner agreements
• Shared earnings

Think of it like:

“When money comes in, who gets what?”

---

What you do here

Depending on permissions, you can:

• View revenue splits
• Adjust percentages
• Review totals

You usually review more than edit in this section.

---

How Finances works together

Here’s the big picture:

1. Charges → Define prices
2. Client Billings → Apply prices to clients
3. Revenue Share → Split the money

Each part depends on the one before it.

---

Superdemo-friendly design

This page is written so:

• Each section = one demo chapter
• Each button = one clear action
• Reading or watching gives the same understanding

If you can read this, you can use Finances.

---

You’re doing great

You don’t need to understand everything at once.

Start with:

1. Charges
2. Then Client Billings
3. Then Revenue Share

That’s how JMS is designed.

Next up Sales (we’ll do that next).