Expenses & income

MyClients allows you to conduct financial transactions in automatic and manual mode. Transactions such as payment for company services (while keeping an electronic journal) are automatically carried out.

Some operations are carried out manually, for their formation it is necessary to manually fill in the payment data. One of the stages of creating a payment is the selection of the Article of payment.

By default, 12 payment items are set:

1. Provision of services - Used when accepting payments for services from clients.
2. Sales of products - Used when selling products to clients.
3. Sale of memberships - Used when selling memberships.
4. Gift cards sale - Used when selling gift cards.
5. Other income - Used to receive other payments.
6. Refill - Used when a client deposits funds to a personal account.
7. Purchase of consumables - Used when paying for consumables.
8. Purchase of products - Used when paying for products for sale.
9. Salary of staff - Used when paying salaries to staff.
10. Taxes and fees - Used when paying taxes and fees.
11. Acquiring Fee - It is used when debiting an acquiring fee, if it is specified in the cash desk settings.
12. Other expenditures - Used for other payments.

New article

Go to the "Finance" - "Expenses / Earnings" section and click the "Create" button.

In the new window, specify:

• Name
• Select from the Type list
• Description

Click the "Save" button.