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Creating a Payment

A payment can be recorded in the app as follows:

  • Open the "Administration" tab
  • In the "Finances" section, tap "Payments"
  • Tap the blue plus icon in the bottom right
  • An input dialog for creating a payment opens
    • Title of the payment (e.g. issuing three beach tents)
    • Unit price
    • Quantity
    • Description
    • You can add another line item using the blue plus icon in the bottom right
      • An added line item can be deleted with a swipe gesture to the left or right
  • Tapping the checkmark in the top right completes the entry and another dialog opens for recording the payment
    • The displayed amount due is calculated from the total of the line items entered above
  • Tap the respective payment method to settle the amount accordingly
    • To enable the "Card payment" option, it must be configured in the settings
  • When the transaction is completed, a receipt with a sequential invoice number is created automatically.

Splitting a Payment

You can split a payment. This can be useful when, for example, part of an amount is paid with a voucher and the remaining balance is to be settled in cash or by card.

A total amount can be split as follows:

  • In the payment dialog, tap the amount due
  • A row expands in which the first amount can be entered
    • Another row showing the remaining amount is displayed automatically, which can be split again
      • Tapping the arrow resets the split
  • In the lower section, a tile appears for each split line item. Within it you can select the respective payment option.
    • Once the payment is completed, the respective line item can no longer be edited