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- YCLIENTS
- Настройки YCLIENTS
- Финансовые операции и работа с кассами
- Создание и настройка новой кассы
Создание и настройка новой кассы
По умолчанию в YCLIENTS создано две кассы: «Основная» и «Расчетный счет». Кассы можно добавлять, настраивать и удалять.
Создание кассы
Для создания новой кассы:
1. Перейдите в раздел «Финансы» > «Счета и кассы».
2. Нажмите кнопку «Добавить кассу».
3. В открывшемся новом окне укажите название, тип кассы (для наличного или безналичного расчета), начальный баланс и комментарий (например, где находится касса — на ресепшене, в кабинете косметолога и т. п.). Обязательными для заполнения являются поля — «Название» и «Тип кассы».
4. Нажмите кнопку «Сохранить».
Редактирование
Информацию обо всех кассах можно редактировать. Для этого:
1. Нажмите на название нужной кассы.
2. В открывшемся новом окне измените название кассы, ее тип и комментарий.
3. Нажмите кнопку «Сохранить». Также здесь вы можете удалить кассу.