Summary
If your customers pay with credit cards, you can easily post these transactions in KLARA through automatic sales posting or manual entry.
KLARA POS automates the posting of your sales, ensuring that your records are current. When you receive a credit from your credit card company, you can post the payment receipt in the bank reconciliation using the “Payment provider” option.
Automatic Posting with KLARA POS
- Ensure that you have set up the KLARA POS.
- When you receive a credit from your credit card company, navigate to the bank reconciliation.
- Select the “Payment provider” option to post the payment receipt.
Fee Entry
- You can enter the fee deducted from the payment amount.
- This allows you to post both the receipt and the fee, which reduces revenue in a single entry.
Manual Posting of Sales Revenue
If you prefer to post your sales revenue manually in KLARA, follow these steps:
- Record the amount paid by your customer using a credit card in the account “1101 Liabilities vis-à-vis the payment service provider”.
- Post the incoming payment in the bank reconciliation using the “Payment service provider” option.
By following these steps, you can effectively manage credit card sales in KLARA, whether through automatic or manual posting.
FAQ
Q: What should I do if I want to enter the fee deducted from the credit card payment?
A: You can enter the fee in the bank reconciliation when posting the payment receipt, allowing you to reduce revenue in one posting.
Q: What account should I use for manual credit card sales postings?
A: Use the account “1101 Liabilities vis-à-vis the payment service provider” for recording the amount paid by the customer.