How to add a payment account in Quikpair

Set up a cash drawer, bank account, card, UPI or cheque account.

Steps

  1. Open Payment accounts and tap Add Account.
    Add a payment account, step 1, on a desktop browserAdd a payment account, step 1, in the mobile app
    • 1 Add Account
  2. Under Identity, set the Account name and choose the type — cash, bank, card, UPI or cheque.
    Add a payment account, step 2, on a desktop browserAdd a payment account, step 2, in the mobile app
    • 1 ACCOUNT NAME
    • 2 OPENING BALANCE
  3. Add the bank name and account number if it is a bank account.
  4. Add a description so staff know what it is for.
  5. Enter the Opening balance as it stands today, and leave the account Active.
  6. Save.

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