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Configure accounting accounts, Tags and numbering of POS sales
Configure accounting accounts, Tags and numbering of POS sales

Define the configuration of your POS billing.

Camilla avatar
Written by Camilla
Updated over a week ago

💎 To correctly use this functionality you will have to activate the Paid Gem Point of Sale, available at Holded Store , in addition to downloading the Holded POS app for tablets iOS or Android .

of all:

  1. Open the Menu and click Settings

  2. Select POS

Ledger Accounts Preferences

By default, the system will use the ledger accounts assigned to the chart of accounts of your Holded account. In case you need to modify them, follow the steps below:

  1. Select the ledger accounts to record your sales and refund entries

  2. Click Save top right

Tag Preferences

You can create Tags, or labels, to mark , organize and analyze the documents generated as a result of the sales and reimbursement of your store.

  1. From the Tags section, write the name of each of your tags

  2. Click Save top right

Numbering preferences

  1. Select the numbering format for sales tickets and refunds

  2. Click Save top right

Note that you will first need to set the numbering format from the billing settings .


Add a message to your POS receipts

In case you need to personalize your tickets with messages or specific information, you can configure the footer of your POS receipts and modify it every time you need it.

  1. Write your message

  2. Click on Save

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