Payment Accounts
Learn how to add and interact with Payment Accounts in Squeegee.
Squeegee Team
9 steps
41 seconds
Sqgee
Creating a Payment Account
1
Head to Chart of Accounts and click the pink three dots button to 'Create Account'.
2
Once you click this, you'll be asked to name the account.
3
Finally, click 'CREATE ACCOUNT' and you'll see this pop in your Chart of Accounts section.
Connecting a Payment Account
4
Head to Settings > Payment Accounts.
5
Select your desired payment account and choose the Payment Account you want to connect it to. Once connected, any payments logged as this method will be automatically added to the new payment account.
Adding to Payment Account on Payment Creation
6
When creating a payment for a customer, you'll be able to select the payment method as usual.
7
Depending on what payment account you've enabled and connected, when you record that particular payment method, it should automatically pre-fill the Payment Account field.
8
If it doesn't, this will likely mean that the payment account is connected. You can click into this to assign and change if required.
9
Now, once the payment is recorded, you'll see any payment records with that method in the relevant payment account in Chart of Accounts.
Payment Accounts
Learn how to add and interact with Payment Accounts in Squeegee.
Squeegee Team
9 steps
41 seconds
Sqgee
Creating a Payment Account
1
Head to Chart of Accounts and click the pink three dots button to 'Create Account'.
2
Once you click this, you'll be asked to name the account.
3
Finally, click 'CREATE ACCOUNT' and you'll see this pop in your Chart of Accounts section.
Connecting a Payment Account
4
Head to Settings > Payment Accounts.
5
Select your desired payment account and choose the Payment Account you want to connect it to. Once connected, any payments logged as this method will be automatically added to the new payment account.
Adding to Payment Account on Payment Creation
6
When creating a payment for a customer, you'll be able to select the payment method as usual.
7
Depending on what payment account you've enabled and connected, when you record that particular payment method, it should automatically pre-fill the Payment Account field.
8
If it doesn't, this will likely mean that the payment account is connected. You can click into this to assign and change if required.
9
Now, once the payment is recorded, you'll see any payment records with that method in the relevant payment account in Chart of Accounts.
