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How to add an account number to your products?
How to add an account number to your products?

Learn how to easily add an accounting number to your products to comply with German regulations and streamline your accounting process.

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Written by CQA
Updated over 7 months ago

Reminder: This feature is only available for German clients.

Step 1: Create your accounts

Go to Settings > Billing in the section called "Accounts" and add a new account. For this account, you will need to set an account name and an account number (100 characters max.), and then fix the VAT rate.

You can create as many accounts as you want in this section for your different needs.

Step 2: Add the account number on your product

When you set up your products, you can choose one of the accounts you created in the "Bookkeeping account" field. It will then automatically apply the right VAT rate.

This feature is available for:

  • Passes

  • Appointment passes

  • Universal passes

  • Items from your webshop

  • Packs

  • Gift cards

Step 3: Account number on reports

When you Members purchase your products, you can consult and export a report with the account name, account number, and the correct VAT rate. Go to the Reporting tab and open a Purchase report with the corresponding columns.

A filter can be created as well to let you display only the relevant account name (resp. account number). You can choose to see all purchases with or without certain account names (resp. account numbers).

The same feature is available on the Purchased Gift Cards report.

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