Automatic Receipt Creation (Monthly Receipt) Praxis Desk Kasse

Have your monthly receipt and your daily closing created automatically instead of triggering them manually.

Required license

The automatic creation of the monthly receipt and daily closing is part of RKSV Premium and RKSV Unlimitiert, see RKSV Tiers. This also applies to a higher or unlimited number of cash registers. With RKSV Basic, you do not see these settings. There, your register creates the monthly receipt automatically before the first receipt of the new month. The number of your cash registers is also limited.

Prerequisites

• RKSV Premium or RKSV Unlimitiert
• At least one active cash register

How to proceed

1. Open Kasse > Einstellungen and switch to the Grundeinstellungen tab.
2. In the Monatsbeleg section, turn on the switch Erstellung vom Monatsbeleg erfolgt. Your register then creates the monthly receipt automatically on the first of the month at 12:00 AM. If you leave the switch off, your register creates the receipt before the first receipt of the new month.
3. In the Tagesabschluss section, turn on the switch Automatische Erstellung. Offisy then creates the daily closing automatically as soon as there were sales on a day.
4. With the switch on, select the full hour at which your register should create the daily closing under Uhrzeit der Erstellung.
5. Click Speichern.

You then get the message Einstellungen gespeichert.