An account in the financial module is used to keep track of incoming funds from services and sales. It can also be used to make payments to employees. To ensure that financial flows are separated properly, you can use separate accounts for different locations or multiple accounts within each branch.
To add a new account, go to the POS – Finance – Financial overview, and click on New account in the upper right corner or at the end of the list of cards.
- Specify the name and customize the appearance: icon and color.
- Link to the desired locations.
- Set the initial balance of the accounts for each location.
- Select Display in calendar upon booking completion so that the account is available when paying for the service.