Do you want to easily keep track of cash and non-cash payments for services, events, and products? Activate our POS system and have the overview of all payments and bookings in one place.
To activate the POS system, open the Sales tab and click on the blue Get started button. In the next steps, fill in your business details, set up your taxes, and select the payment methods you want to use.
1. Company details
First, fill in the Account Type (whether you have a business, or are a sole proprietorship), which will be used to match the other fields you will need to fill in.
For organization:
Company Name
Billing address (street, city, zip code)
Business ID, Tax ID, and VAT number
For sole proprietorship:
Your name and surname
Billing address (street, city, postal code)
Tax ID
ATTENTION: The information that must be filled in for each type of account may vary depending on the country where you do business. If you don't see some of the details mentioned or they are called differently, that's okay. However, please contact our customer care team if you think this is an error.
At the bottom of the page, everyone (regardless of account type) will be able to set the invoice sequencing:
in the first field, enter the required prefix number that will be on all invoices
in the second field, choose how many numbers you want the invoice to have after the prefix number, you can choose from three to nine
in the last field, you will see a preview of the numbering you have set
If you want your invoice prefixes to change automatically according to the current date, see this guide, which goes into detail about setting up invoice sequencing.
2. Tax rates
If you are a VAT payer, you need to set the tax rates in the next step. If different types of tax rates apply to your products and services, you need to set them up all separately. Later, when setting up products, you choose from the tax rates set up in this step (you can also set the created tax rate as default).
If you don't know how to set up your tax rates, read this guide for all the information you need about them.
3. Payment methods
In the last step of the activation process, choose which payments you accept and therefore which ones you want to record via Reservio. You can choose from:
Card payments (either upfront or online) - coming soon
Cash payments
Other (additional alternative payment methods)
Once you have set up all the necessary details correctly, you will see a sign Setup successful. Now just click on the blue button Finish setup and you can easily accept payments for the services and products you offer.
When setting up a POS system, such as specific tax rates, it is always necessary to act and proceed based on the legislation of the country in which you are doing business.