Run a Pay Period

Set the period up once

Business Settings → Information carries your pay period and your first pay date. Everything commission-related is bucketed against them, so get them right before you run a period rather than after.

The order to work in

1. Close the open tickets. An open ticket is revenue and commission that has not happened yet. Search Tickets for anything still open in the period. Send Finish Pending Tickets Reminders and Max Tickets Per Stylist cut this down over time.

2. Resolve the walk-in queue. Anything still sitting in the waitlist is a visit that never became an appointment.

3. Reconcile the cash register. Close each day properly. See Open and close the cash register.

4. Record expenses and payments. Anything you paid out in the period — supplies, contractors, cash advances — belongs in the period. Payments to stylists are recorded under Payments in the left navigation.

5. Read the Period Summary, per person. See Read the Period Summary. Check each person's commission, tips, kept-cash breakdown, and balance.

6. Check the debt positions. See Track and settle stylist debt.

7. Pay out, and record it. Whatever you actually paid, record it, so next period starts from a true balance.

The settings that change the totals

Worth knowing before you argue with a number:

Exclude Booth Rental Earnings (Summary and Statistics) — rent in or out of the earnings calculation.

Refresh Previous Tickets Commission (Ticket Settings) — whether a mid-period rate change moved tickets already closed. See Change a commission rate mid-period.

Transfer Tips to Stylists (Payment Settings) — whether tips have already been paid out or are still sitting in the balance.

Are Tips Subject to Fees? — whether card fees came out of tips.

Stylist Keep Cash and its three refinements — whether cash reached the shop at all.

The four Exclude … from Cash Register switches — what counted toward the drawer.

Refunds land in the period they belong to

A refund adjusts the period of the original ticket, not the period you processed it in. Refunding a ticket from a period you have already paid out will move a number you have already published. Check the affected stylist's balance afterwards.

Keep a record outside Perceny

Export the summary and the reports you used for each period and keep them. Perceny will always recompute from live data, which is right for operations and unhelpful when someone asks what a figure was three months ago and something has since been refunded.