What is it and what is it for?

The Payroll - Settlements section displays all payroll calculation and payment operations made to employees. To view the data for a specific employee and period, select the relevant employee and period, and then click the 'Show' button.

Here you will see the date and purpose for calculations, calculation sums (receipts) and payments (expenditures) as well as remainder of payroll sums (balance).

How to calculate the salary

To calculate the payroll go to the Payroll - Settlements section and click the Create a payroll sheet button.

To create a payroll sheet, navigate to the payroll creation page and select the beginning and end dates of the calculation period, the employee for whom the payroll is being calculated, and add a comment if necessary. Once you have entered all the required information, click the 'Create a payroll sheet' button to generate the sheet.


In the new window you will see the detailed information on the calculation. Here you will be able to Issue a reward and/or a penalty. You can read about issuing rewards and penalties in detail here.

Also in the Payroll - Settlements section you’ll be able to Create a priority payment for the employee. See more in the Priority payment article.

After creating a payroll sheet you will be able to Save and send payroll sheet and Save as a draft the sheet you’ve created, the draft allows you to calculate the payroll without accruing it. Here you will also be able to View mutual settlements with this employee or Delete the payroll sheet.

When opening the detailed payroll sheet from the settlements page you will be able to Download it as Excel, Pay the salary, View mutual settlements or Delete the payroll sheet.


You may see additional colors in certain lines of the payroll sheet.

  • Red color means that the position for which the reward was calculated was deleted and there is a discrepancy. Such a discrepancy appears if the booking was deleted, rescheduled, a new one was added, as well as if the services were deleted from the visit, the cost was changed or the visit status was changed (for example, the visit was in the Pending status, and after the payroll sheet was created, status was changed to Arrived and vice versa).


  • Yellow color means that after the payroll sheet was created changes into the calculation rule were made. This discrepancy also appears if a new service has been added to the visit.


In such cases you need to click the Recalculate and add button to refresh the payroll sheet.



Only bookings with the Arrived status are included in the payroll.

How to pay the salary

Click the Pay the salary button, after that you will be automatically redirected to the page for creation of new financial transaction in the Finance - Financial operations section (read more here).

In the new window, specify the date and time of the payment, select the payment item (the 'Salary of staff' item will be selected automatically), choose the cash register from which the funds will be deducted, and select the employee to receive the salary payment

The automatically indicated sum of salary depends on where you clicked the Pay the salary button:

  • if you clicked the button in the Payroll - Settlements section the sum shown will be taken from the Balance column;


  • if you clicked the button in the payroll sheet you will see the total sum of this payroll sheet.


If you want to pay a different sum you can change it. Add a comment and click the Save button.

Operation for payment of salary will be shown when you open the settlements page.