Within the Invoicing section of the Bookitit online appointment system, you can also control the cash movements of your center. In the upper right hand corner you will see the total cashbox data. That is, the amount deposited, the amount withdrawn and the current cashbox.
In the lower part of the window you will see a list of all the movements of the cashbox. They will be determined by the date on which the movement was made in the cashbox, the agenda that made it, the type (deposit or withdrawal), the reason and the total amount of the movement.
If you want to filter the list by a specific agenda or only one type of movement, select it in the corresponding checkboxes.
Similarly, if you want to filter the list over a certain period of time, select the time interval in the boxes at the top of the page.
To generate a new entry, select the “New Entry” button and a new box will appear on the right where you will have to fill in the following data:
- Date of admission.
- Agenda that carries it out.
- Reason for admission.
Before exiting, select the “Save” button and the new entry will be included in the list.
To generate a new withdrawal, select the “New Withdrawal” button and a new box will appear on the right where you will have to fill in the following data:
- Date of withdrawal.
- Agenda that has made it.
- Reason for withdrawal.
Before exiting, select the “Save” button and the new withdrawal will be included in the list.
Each move can be edited or deleted. If you want to edit the movement, select the “Edit” button and a box will appear on the right where you can modify the contents of the boxes.
On the other hand, you can export the list of cashbox movements to Excel by selecting the “Download Excel” button at the top right.