Money: consistent discounts and balances
Preserved discounts and clear debt, upcoming task and credit balances.
In the admin panel
- Wagy preserves discounts when adding or converting Products; calculations that need review go to the editor. Accounts separate Available for debt and Reserved or retained. The portal shows the remainder after account credit. Cash reports use the operating day, and customer sales exclude future tasks. Accounts needing reconciliation display a warning while valid accounts remain accessible.
The portal shows applied credit so Total, Paid and Remaining reconcile. Products conversion preserves whether the previous total used a monetary discount; percentages and formulas that cannot be preserved require the editor. People or km are never subtracted as money. Sold excludes unscheduled tasks based on creation time; evidence identifies accounts excluded from the total pending reconciliation.
Integer prices stored as decimal JSON (for example, 5000.0) convert consistently in Wagy and the panel. Upcoming portal tasks show the net remainder per row after surplus free credit, matching the summary and respecting reserved payments.
No-show tasks do not create debt, Outstanding or Sold amounts, including in the account and portal. Deposits already collected remain in Collected and are retained by the business: they never become free credit or pay other tasks. “Reserved or retained” includes advances for upcoming tasks and receipts retained for no-shows.
When a task is reassigned to another customer, deposits remain applied to the customer on the receipt. For a no-show, retention stays with that customer and creates no credit or debt for the other. Upcoming tasks preserve each account’s share, and the portal shows the remaining amount without transferring the receipt.