Bank payment

What is bank payment for?

In the cash register you can choose the payment method 'Bank payment'. With this you trust the customer that he still transfers the amount himself (by bank). This amount will also be on the voucher.

With 'Bank payment' the turnover is booked immediately. If you choose a deposit, the remaining amount will only be booked later as a turnover later.

Checking outstanding bank payments

1. Click on "Transactions" in the menu

2. Behind the search bar, click the filter icon.

3. Under payment method, select the option "Bank payment".

4. Click on the "Search" button.

Here are all transactions with a bank payment.

You can also filter by the status of the bank payment. This is also a filter option on this page.

Confirmation of bank payment

Has the amount come in? Please confirm the payment in the system.

This way you keep a clear overview of what is yet to come in.

1. After the relevant transaction, click on the arrow icon.

2. Click on the "Mark as confirmed" option.

3. A new screen will appear. Enter the amount that has come in and click on the green button.

Now the transaction is still visible at "Transactions", but moved to the 'Bank Payment (confirmed)' filter.

It is also visible on the transaction that the payment has been confirmed.

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