Accounts

Settings and editing

To get started, go to the "Finance" > "Accounts" section.

By default, two cash registers are created in MyClients: "Main cash register" and "Card payment account".

Information about all checkouts can be edited. To do this, select a cash register, click on its name, in a new window change the name of the cash register, its type and description. Click the Save button. You can also remove the checkout here.

Creating a new cash register

1. Go to Finance > Accounts.
2. Click the "Create" button.
3. In the new window, specify the Name, Type of payment (for cash or non-cash settlement), Initial balance and Description (for example, where the cash register is located - at the reception, in the office, etc.)
4. Click the Save button.