Skip to main content

Documentation Index

Fetch the complete documentation index at: https://newie.mintlify.app/llms.txt

Use this file to discover all available pages before exploring further.

​
Groups and Team Reporting

Groups are the main way to report by team member, location, service category, or audience in Newie. They are especially useful for businesses that need to understand sales and payouts by coach, practitioner, staff member, department, location, program, or service line. When a service belongs to a group, Newie can include the group name in reports such as Sales Export, Group Summary, All Transactions, One-Off Purchase List exports, and Individual Payout Download. This lets you review grouped performance from both the sales side and the payout side. Reports That Can Include Groups
  • Sales Export: Review sales activity by group, including which services, staff members, locations, or service categories are producing sales
  • Group Summary: Review payout totals, transaction totals, Newie fees, and payout amounts categorised by group
  • All Transactions: Review detailed payout activity with group detail where available, including sales, refunds, failed payments, fees, and payout movements
  • One-Off Purchase List exports: Review one-off purchases by group where available
  • Individual Payout Download: Reconcile one payout and see the grouped sales, refunds, fees, and adjustments that contributed to that bank deposit
For multi-staff businesses, create groups before sharing services so future sales and payouts are attributed cleanly in reports.

​
Tax and Accounting Notes

Newie provides reports you can give to your accountant. It does not decide tax treatment. For most tax reporting, use Payout Summary because it shows payout totals and Newie fee details for the selected date range. If your accountant needs to review where customers are paying from, use All Transactions and the Payment Method Country column. For example, an Australian business can export All Transactions for the period and review Australian payment-method transactions separately from overseas ones. Use Sales Export for sales activity only. For payout totals, fees, and reconciliation, use payout reports.

​
Common Reporting, Tax, and Accounting Questions

No. Newie does not calculate, collect, or remit GST, VAT, sales tax, income tax, or other taxes for you. Ask an accountant or tax adviser how to treat Newie income, fees, GST, VAT, or sales tax in your country.
Set service prices at the GST-inclusive amount you want to charge, then track and remit GST through your own accounting process. Newie invoices do not automatically show a GST breakdown, so you may need to issue supplementary tax invoices outside Newie.
Newie invoices do not natively support NDIS line item codes, BPAY, or custom invoice fields. You can manually include NDIS codes in service descriptions or provide supplementary documentation outside Newie where appropriate.
Use Payout Summary for payout totals and Newie fee detail. If your accountant needs customer payment countries, export All Transactions and use the Payment Method Country column.
Newie does not create a formal income statement like accounting software does. For a printable tax summary, open Payouts or Settings → Payout Reports, choose the date range, and export Payout Summary as a PDF. If your accountant wants to work with the data in a spreadsheet, export it as a CSV instead.For line-by-line transaction detail, export All Transactions for the same period.
Wait for the payout to land in the bank account, then download the matching Individual Payout Download from Payouts and attach it to the matching bank-feed transaction. For date-range tax summaries, use Payout Summary.
No. Zapier can send payment or customer events, but payout reports, payout batches, and payout fee breakdowns must be exported directly from Newie.
Last updated: 2026-05-30