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Job 06 of 07 · Money and reports

Get paid without chasing, and see what each course made

Every payment goes straight to your school's own Stripe account, and Keely never holds it. Invoices, refunds and vouchers are written for you, you see what each order made, and every report shows where its numbers came from.

Payments card: booking value £760.00, collected £190.00, outstanding £570.00; the deposit paid and the balance marked Charges automatically, with a saved Visa card.

Order 10482 · payment trail

Hannah Price's Day Skipper, from deposit to balance

Five months before

19:42

Deposit paid on your website

£190, 25% by card, straight into your own Stripe account.

Two days later

09:00

Paid out to your bank

Less Stripe's card fee. Stripe pays it out on your own account's schedule.

28 days before

06:00

Balance charged to the saved card

£570, taken on the date set at booking. If the card is declined, Hannah gets a link to pay.

At any point

£0.00

Held by Keely

Payments land in your Stripe account. Keely's 1.5% is shown as its own line on each order, and we never see card details.

The Stripe fee is an example.

Invoices, refunds and vouchers

The paperwork behind each payment, done when it happens

The real screenPayments card: 25% deposit paid and the £570 balance due 28 days before the course, charged automatically.
A booking's payments: the 25% deposit paid and the balance set to charge automatically.
VAT invoices and credit notes

Every order gets a numbered PDF invoice. A refund gets a credit note with its own number, so your accountant can follow both.

Refunds, full or part

Refund the whole order or part of it. If someone paid with a voucher and a card, Keely splits the refund between them correctly.

Gift vouchers and credit

Sell vouchers people can give as presents. Customers can pay with a voucher and a card together, and you can refund to credit when someone would rather book again.

Ways to pay

Card, Apple Pay, Google Pay, Klarna, PayPal and more, all through Stripe. Each one works once you switch it on in your Stripe account.

An order's net profit card: revenue, materials, the supplier's share, postage and the card fee.
The real screenAn order's net profit: revenue, materials, the partner's share, postage and the card fee.

What each order made

What each order made, after the costs on that order

Keely takes off VAT, materials, postage, Stripe's card fee, any partner school's commission and Keely's own 1.5%. Each line shows how it was worked out. Instructors, fuel and boats are not part of this sum.

How partner school commission works

Insights: the month to date with revenue, refunds, net profit and margin by month.
The real screenThe month to date: revenue, refunds, net profit and margin by month.

Reports

Every report shows how its numbers are worked out

Bookings, sales, and boats and rooms in use. Each report says where its figures came from and when they were last updated. Download it as a spreadsheet or a PDF for your accountant.

06:00

Balances are charged on time, whoever is out on the water.

On the day a balance is due, the card the customer saved is charged before the office opens. If it can't be, they get a link to pay.

Your accounts

What connects to your books

Payments, invoices and credit notes end up where your bookkeeper expects to find them.

Stripe

Your own Stripe account. Payments and refunds happen there, Stripe pays out to your bank, and Keely records each payment and refund against its order.

Sailing Course Online · since 9 Oct 2026 Sailing Course Online's customers pay into its own Stripe account, and Keely records each payment against its order.

Xero

Connect your Xero account and Keely posts each invoice and credit note to it, so nobody types them in again.

Spreadsheets for your accountant

Invoices, credit notes and every report download as a spreadsheet or a PDF.

QuickBooks and FreeAgent

Invoices and credit notes posted to QuickBooks or FreeAgent, for schools that do not use Xero.

A card reader at reception

Take card payments at the desk, recorded against the order as they happen.

Questions

What principals ask about money

Does Keely ever hold our money?

No. Payments go straight into your own Stripe account, and Stripe pays them out to your bank. Keely's 1.5% is shown as its own line on each order, and we never see card details.

Can we still take bank transfers and cash?

Yes. Record them against the order in Keely. They show in your reports like any other payment, and we charge nothing on them.

Does Keely connect to Xero?

Yes. Connect your own Xero account and Keely posts invoices and credit notes to it as they happen. Every report also downloads as a spreadsheet for your accountant.

Can our accountant get the figures?

Yes. Every report downloads as a spreadsheet or a PDF, and each one shows how its figures were worked out.

What does Keely cost?

£150 a month for each school, plus 1.5% of bookings paid online, pay links included. Nothing on cash or bank transfer. Stripe charges its own card fees. Billed monthly, and prices exclude VAT.

See the prices in full

Book a walk-through

Book a walk-through

See your own deposits, invoices and reports in Keely

Thirty minutes with Jake. Tell us how you take deposits and balances now, and we will show you the same courses in Keely. No slides.

Or email us

A person reads every email, usually Jake.

  • £150 a month + 1.5% of bookings paid online
  • Free, 30 minutes, Monday to Friday, 09:00 to 17:00 UK time
Jake Holmes, who runs Keely's walk-throughs, smiling, in a navy shirt against a navy background.

Jake Holmes runs every walk-through.

If Keely isn't right for you in the first 60 days, leave and pay nothing more. We'll hand you your data.

  • 30 min
  • Video call
  • Free

Choose a time

 

 

Times shown in UK time

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