The For the accountant tab in Payments prepares documents for a period. Owner, administrator and accountant see it.

Period summary

An overview of received payments by method, location and VAT rate. Cash and terminal card payments match the cash register closings.

Accounting package

  1. Pick the month and choose Create package for the accountant.
  2. The package (ZIP) is prepared in the background: it contains a CSV of all payments, invoices as PDF and ISDOC, and summaries.
  3. Download the finished package from the list below.