Service Groups: Accounting

You can specify in your cash register settings under "Posting" that certain revenues are posted to separate revenue accounts. This allows you to distinguish between services and sales items or between female and male revenues in your daily closings or in the DATEV export.
However, if you also want to distinguish between individual service or product categories, you can set the posting in the product groups.

You can access this area via Settings > Prices & Competencies > Click on a service or product group

Application example 1: You offer facial and body treatments and want to distinguish between these groups in your closings and in the DATEV export.

Application example 2: You offer both cosmetic services that you always collect directly from the customer as well as medical services that are paid by the customer's health insurance. You also want to distinguish bookkeeping-wise between both categories.

Note: If you only want to get an overview of how much revenue your respective product or service groups generate in a certain period, you can use the monthly overview, the barometer or the product group statistics. You can obtain these statistics even without assigning revenue accounts.

Assign revenue accounts

If you want to assign the services that are in a product or service group to a specific revenue account, proceed as follows:

Click on the desired product or service group under Settings > Prices and Competencies.
In the "Posting" tab, you can enter the desired revenue account under "Target account". This will post all revenues from this group to the desired account, regardless of the customer's gender.
If the desired account is not selectable, you can add it in the "Custom chart of accounts".
Only if you want to post female and male revenues to different accounts must "Target account" and "Target account male" be selected. In this case, "Target account" applies to female revenues. The gender is taken from the customer's customer file.
Save your entry

Subsequently, all collected services will be posted to the desired account.

Special case children's services

Since appointments for children are normally entered in the appointment calendar under the name of the parents, your closings cannot record children separately. If you offer children's services and also want to distinguish these in closings and DATEV export, you must choose this type of posting.

Please note that all accounting account numbers shown here are examples. Please discuss with your tax advisor which accounts should be used for the different types of revenue.