Help guide · 2 min read

BizPlusX in plain words

Workspace.

Workspace. Your business's own space in BizPlusX. A group of businesses can link several workspaces.

Features and add-ons. The screen where you switch optional features on or off, such as recurring billing. Older screens call these modules.

Register. The place you sell from, such as a counter till. Each register has a name.

Till. The selling screen. It is also called the POS.

Shift. One stretch of work at a till, from opening it to closing it. In Schedule, a shift also means who works when.

Float. The cash you start the till with.

X report. A summary of the till so far, which you can run during the day.

Z report. The sealed summary you get when you close the till at the end of a shift.

Held sale. A sale you park to serve someone else and come back to.

Walk-in customer. A placeholder for sales with no customer record. It cannot earn points or store credit and cannot be deleted.

Store credit. Money a customer has with you that they can spend on later sales.

Loyalty points. Points a customer earns by buying and can spend as part of a payment.

Tender. A way of paying, such as cash, card, M-Pesa, store credit or points.

Receivables. Money customers owe you. The Who owes you page groups them by how late they are.

Payables. Money you owe your suppliers.

Cashbook. The balance and history of each cash, bank and mobile money account.

Settlement account. The account a payment is recorded in, such as cash, a bank, an M-Pesa till or an M-Pesa paybill.

Ledger. The accounting record of every account. Reconcile checks that it agrees with your cashbook.

Suspense. A holding account for a difference nobody has explained yet. Park this difference for review puts it there.

Posting. Turning a sale or payment into an accounting entry.

Closed period. A month or period locked against new or changed entries.

Tax inclusive and exclusive. Inclusive means the shelf price already contains tax. Exclusive means tax is added on top.

Credit note. A record that reduces what a customer owes after a return. In BizPlusX it is created through Return and Refund.

Void. Cancel a mistake from the same day. It cannot be undone. Use Return and Refund when goods come back.

Supervisor PIN. A manager's PIN, entered to approve a void, a refund or a cancellation.

Web order. An order that came from your online store. It becomes an invoice.

Fiscal recording. Sending a sale to the tax authority. It is a setting under Commerce.

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