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Finance is where you bill your clients: the invoices you send a salon customer, the order you take for products, the monthly plan a client pays you for. It is your money, from your customers, into your bank account. It has nothing to do with what you pay for DMLY. Your own DMLY plan and its receipts live in Billing and are a completely separate system — a different set of records that never appears in Finance. Two things called “subscription” exist in DMLY, and they are not related:

Finance → Subscriptions

A client of yours pays you on a recurring basis, from an Offerings Plan. This is the one documented in this section.

Billing

You pay DMLY for your workspace. Nothing here affects your clients or shows up in Finance.

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The six tabs

Finance opens as one hub with six tabs:

Invoices

The bill you send a client.

Payments

Every payment in one ledger — online, manual, or refunded.

Orders

A sale of products that moves stock when you confirm it.

Subscriptions

Recurring billing for a client, from an Offerings Plan.

Statements

A client’s running ledger. You never write to it directly.

Expenses

Money going out. Not linked to a client and never billable to one.
Nothing on a statement is written by hand. Recording a payment posts a credit and refunding one posts a debit — those two are what move a client’s balance most of the time. Sending an invoice posts a debit, and voiding one posts a credit for whatever was still outstanding. Coupons are not a tab in this hub. They live under the Settings button in the Finance page header, alongside Taxes, Invoice, Expenses, Loyalty, Shipping and Gateways.

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How the pieces relate

The invoice is the bill a client receives and pays, and payments attach to it. Not everything routes through one, though. An order becomes an invoice only when you run Generate invoice on it — confirming an order moves stock and nothing more. An appointment skips invoices entirely: booking payments are taken as a direct gateway pay link (see Appointment payments).
1

Something creates a charge

You raise an invoice by hand, generate one from an order on demand, or let an auto-charge subscription renewal generate one for you.
2

You send it

Sending moves the invoice from Draft to Sent and delivers it to the client — on WhatsApp by default — with a pay link.
3

The client pays

An online payment through a connected gateway reconciles the invoice automatically. You can also record a payment yourself if they paid you in cash or by bank transfer.
4

The invoice settles

Paying part of the balance marks it Partially paid; clearing the balance marks it Paid.
Line prices are copied from your Offerings at the moment the invoice is created. Editing a service’s price later never changes an invoice you already issued — which is what you want, and why you should fix a wrong price by voiding and re-issuing rather than expecting the old invoice to update.
Every line on one invoice must be in the same currency. DMLY does not convert between currencies, so a mixed-currency invoice is rejected rather than guessed at.

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Raising an invoice turns a contact into a client

When you create an invoice for a contact, DMLY moves that contact’s lifecycle stage to client for you. That is the intended behaviour — someone you bill is a client — but it means your client list changes as a side effect of invoicing. See Client profile.

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You need a gateway to take money online

Out of the box you can raise invoices and record payments you collected yourself. To send a pay link a client can actually click, connect a payment gateway first. DMLY supports Stripe, PayPal, Paystack, Razorpay, MyFatoorah and Mercado Pago. Gateways are connected under Configurations → Integrations, not in Finance. Finance settings → Gateways only restates the point — Connect a payment gateway to accept online payments and share pay links. — and links you there; it says this whether or not a gateway is already connected. The message that appears only when none is connected is in the Payment link & QR modal: No payment gateway is connected yet. Connect one to generate a payment link.
With more than one gateway connected and no provider chosen, DMLY uses the one you connected first. If you care which processor takes a payment, choose it explicitly rather than relying on that.
Connecting is done by pasting API credentials, and no gateway registers its webhook for you — you set the endpoint in the provider’s own dashboard. Skip that step and payments will be taken but your invoices will still show as unpaid. See Payments and gateways.

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Sending is WhatsApp-first

An invoice goes out over WhatsApp by default, using a Meta-approved template. WhatsApp will not deliver a template Meta has not approved, so if invoice messages are not arriving, check your template status before anything else. The Payment link & QR action on an invoice opens a modal with a scannable code you can show at a counter, Visit link, Copy link, and Share via checkboxes for Email, SMS and WhatsApp. The action is hidden on paid and void invoices, and on any invoice with no client attached. Download PDF gives you the branded invoice as a file, using your workspace name, logo and business details.

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The statuses you will see

A payment only ever moves forward through its statuses — a refunded payment never returns to succeeded. Every order you create starts as Draft, because the Confirm order immediately switch in the order builder is off by default. A Draft order is the only one you can delete; its other action is Confirm order.
The order list also offers Fulfilled and Refunded labels. Neither is reachable for an order you create in Finance; they belong to the separate e-commerce store sync. Ignore them.

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Voiding, not deleting

Only a Draft invoice can be deleted. Once you have sent one, void it instead — voiding keeps the record, credits the client’s statement for the amount still outstanding, and claws back any loyalty points earned on that sale.
Voiding is how you cancel a sent invoice, and the record stays visible forever. Do not send a draft you are unsure about expecting to delete it later.

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What runs on its own

Once a day, DMLY marks invoices past their due date as Overdue, reminds clients about renewals coming up in three days, and rolls subscriptions that are due. Subscriptions set up for Auto-charge are charged against the client’s saved card, and the renewal generates and sends an invoice on its own. Without Auto-charge, a renewal only advances the billing period. No invoice is created, no statement entry is posted, and the client is sent nothing — so nothing is owed in Finance until you open the subscription’s row menu and click Generate invoice yourself. If an auto-charge fails, DMLY retries every two days and pauses the subscription after the third failure, notifying the client each time. See Subscriptions.

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Set your defaults first

Before your first invoice, set your currency, due days, numbering and tax in Finance settings — these become the defaults on every invoice you raise, and fixing them afterwards means re-issuing documents.