Payment Method Tracking
Cash, card and bank transfer — report each separately.
Core Benefits
- ✓Total credit card sales
- ✓Bank transfer/EFT collections
- ✓Automatic calculation from sales and customer payments
- ✓Data ready for easy bank reconciliation
Visibility by payment channel
Seeing only total revenue isn't enough; knowing whether it came in as cash, card or bank transfer is critical for bank reconciliation and cash planning. The Optik Panel accounting summary shows credit card and bank transfer sales on separate cards.
Automatic calculation
The payment method selected on the sales screen and any subsequent customer collections are automatically added to the relevant payment channel total. There's no need to keep a manual spreadsheet.
Related Features
Centralized Accounting & Cash
Cash book, expense categories, customer receivables and supplier payables in a single accounting panel.
Cash Ledger
A chronological list of all income and expense transactions; with staff, method and amount details.
Sales & Customer CRM
Manage cash and store-credit sales with a professional sales screen; access customer history instantly.