Finances

What will the Xero integration do for me? The Xero-Sonas integration has been designed to synchronise regularly all the invoices and credit notes made through Sonas with your Xero Organisation. This is done by generating matching invoices and cred...

It is important to add your bank details for each venue, allowing clients to send you bank transfers.  These details can be added automatically into your invoice templates via tokens. Step-by-step guide: Click on the  Banking  section in the sub m...

Once your bank details are inputted for your venue, it is time to input your stripe account to allow for the venue to accept card payments.   You will need to have a stripe account already set up for this step, this can be done by visiting:  https...

In this section, the component parts of your wedding charges associated with food and drink can be specified to give your venue a more accurate idea of the different VAT rates relating to each charge.  When pre-confirming a wedding and calculating...

In Sonas, you can create default predefined payment plans to apply to events as you pre confirm them. This allows a payment plan to be automatically set up using the base package amount stipulated in the pre-confirmation phase. You can create as m...

You can upload the terms and conditions for your client's event through your Sonas portal directly to theirs. Normally this process occurs as part of the  pre-confirming of the wedding  stage of the sales process. The final part of the process to ...

When you create a confirmed event in Sonas, you will need to manually add in transaction charges and due dates for your customers to follow in lieu of not having a full automated payment schedule in place.  The reason that the payment schedule can...

The Sonas product menus are designed to provide your venue with the flexibility to include supplementary charges for any premium products, extra choices or additional per guest pricing offered.  This article will give you an overview of how these ...

Below is a list of the basic reports that can be created and individually tailored in Sonas.  Each report has a number of different parameters that can be amended to highlight the key performance indicators that you wish to analyse. These paramete...

There are a number of reports that can be generated within Sonas to allow you to analyse the information inputted into the system.  You can find a basic list of the type of report that can be created in Sonas  here , including sales, marketing and...

The Dashboard is the area of Sonas which can be populated with the key reports that you wish to view each time you login.  The company admin can create a standard dashboard for the whole company or each individual user can choose to personalise th...

This is how to add payments to charges in Sonas.  Examples of when you WILL add payments in Sonas: your customer gives you cash in hand  your customer pays by cheque uses a credit card on a physical POS  bank transfer where the funds have been rec...

Credit Notes and Discounts are available in each event’s Transaction section as tools to maintain an accurate financial record of the event.  First, let’s define the two items: Credit Notes  are applied to a specific invoice. For example, a couple...

Sonas has a dedicated transaction section for each event, which provides detailed information on all charges, due dates, and payments. The payment process involves creating a  proforma  bill, which is the first step in paying a charge. Once paid, ...

Sonas provides various ways to run reports on financial and accounting activity. This article looks at these different reports ands shows what data is shown. There is one general financial report area, in addition to the Reports  section. The Fin...

In the Sonas transaction section, you can manage all transactions related to an event. Some customers, especially corporate clients, may require a Proforma  before they pay a charge. You can easily create this for them from transactions.  Step-by...

Sometimes charges need to be edited or removed as things change in the planning process. You can do this from the event's transaction section. Not all transactions can be edited. Examples of non-editable transactions include, but are not limited t...

When a charge has been paid, an Invoice is created. Invoices can also be automatically generated with specific venue configurations, see  Automatic Invoices .  Occasionally invoices need to be cancelled. Sonas allows you to cancel invoices with pe...

In the rare case you need to cancel a credit note, you can in the transaction section of Sonas. As with any editing and cancelling in an event's transaction section, your User access needs to have permissions to specifically cancel Credit Notes. I...

Sonas allows you to convert transactions (including charges, discounts) to invoices automatically when they are due. You may want to activate this feature if you run your reports based on the financial record information provided by Sonas, or if y...

In Sonas, you can make payments on behalf of a customer using a credit card if you have a credit card integration (Stripe). For example , when they pay over the phone, or if they are with you in person.  If you are recording a credit card payment ...

When a customer records a bank transfer in the Sonas Customer Portal, a staff user will need to verify this payment upon receipt of the funds in the Venue's bank account. The ability to verify payments is allowed in user role access. If you are un...

Sonas supports producing charges that you intend to refund, such a security deposit or damage deposit. We name these charges Escrow Deposits. There is a specific workflow designed to keep an escrow deposit charge separate from other charges, makin...

When you pre confirm an event in Sonas, you apply a payment plan, or stage payments for the base package price. Occasionally, this plan needs adjusting due to a date change, package change, etc. This article will walk you through how to change the...