Setting default payment accounts for payment methods

Managing Default Payment Accounts in Zuriey POS

In Zuriey POS, you can streamline your payment processes by selecting default payment accounts for each payment method at your business locations. This feature helps automate the selection of payment accounts when processing sales, purchases, or expenses.

Setting Default Payment Accounts for Business Locations

1. Navigate to Business Locations:
   • Go to Settings -> Business Settings -> Business Locations.
2. Add/Edit Business Location:
   • Select an existing business location to edit or click on Add to create a new location.
3. Select Default Payment Accounts:
   • In the Add/Edit Business Location screen, you will find options to select the default payment account for each payment method (e.g., Cash, Credit Card, Bank Transfer).
   • Choose the appropriate payment account for each payment method from the dropdown menus.
4. Save Changes:
   • After selecting the default payment accounts, click on Save to apply your changes.

Benefits of Linking Payment Accounts

• Automatic Selection:
  • When you add a payment for sales, purchases, or expenses and select a payment method, the linked default payment account will be automatically selected. This reduces manual input and speeds up the transaction process.
• Improved Accuracy:
  • By automating the selection of payment accounts, you minimize the risk of errors that can occur from manual entry.
• Streamlined Operations:
  • This feature enhances overall efficiency in managing financial transactions across different locations within your business.

Summary

By setting default payment accounts for each payment method in Zuriey POS, you can simplify your transaction processes and improve operational efficiency. This feature allows for automatic selection of payment accounts during sales and other financial activities, helping ensure accuracy and saving time for your staff. If you need further assistance, refer to Zuriey POS support resources for more information!