{"id":4834,"date":"2016-02-26T17:59:47","date_gmt":"2016-02-26T15:59:47","guid":{"rendered":"https:\/\/www.kananas.com\/en\/documentation-27\/contacts\/panier\/"},"modified":"2024-08-29T17:03:12","modified_gmt":"2024-08-29T15:03:12","slug":"cart","status":"publish","type":"page","link":"https:\/\/www.kananas.com\/en\/documentation\/members\/cart\/","title":{"rendered":"Cart"},"content":{"rendered":"\n

All expenses and payments are centralized in the cart tab of the contact file (member<\/a>, external, etc.).<\/p>\n\n\n\n

The different debit and credit movements will therefore impact the balance of the file. The balance is displayed in the header of your file but also on the contact list.<\/p>\n\n\n

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The cart as well as the balance are also accessible for reading from the member’s personal space<\/a>.<\/p>\n\n\n\n

Expenses and payments are sorted by date and grouped by month\/year.<\/p>\n\n\n\n

You have a cart export<\/strong> function which allows you to extract the information for another software (spreadsheet for example), to do this use the export<\/a> button.<\/p>\n\n\n\n

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Spent<\/h3>\n\n\n\n

To add an expense, use the expense<\/strong> button, you can then choose whether it concerns the purchase of a product identified in your catalog, or whether it is a simple expense (title \/ price \/ date).<\/p>\n\n\n\n

Example of purchasing products<\/p>\n\n\n

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The expense line will then be created (caddy icon) and will be debited from the file balance.<\/p>\n\n\n\n

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Payment<\/h3>\n\n\n\n

To enter a payment, use the payment<\/strong> button. The window will allow you to enter information related to the payment: amount, wording, payment method, etc.<\/p>\n\n\n\n

The payment line will then be created in the cart and will credit the balance of the file.<\/p>\n\n\n

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The creation of a payment will automatically flow into the accounting, and create a revenue line.<\/p>\n\n\n\n

If the online payment<\/a> was made from the member’s personal space<\/a>, a payment line will be automatically created in the cart.<\/p>\n\n\n\n

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Group purchases\/payments<\/h3>\n\n\n\n

To make management easier, you can link a payment to a purchase. To do this, indicate which purchase is concerned by the payment (related purchase field).<\/p>\n\n\n\n

The purchases will then appear in the cart under the payment line. This grouping will then allow you to filter the contacts<\/a> who have or have not paid for a particular product (see filter at the top of the list of contacts).<\/p>\n\n\n

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Reduction<\/h3>\n\n\n\n

To add a reduction, a credit or rebalance the file balance, enter a credit: click on the discount<\/strong> button. The following window will allow you to enter the amount, name and date information. The movement will be added and will be credited to the cart.<\/p>\n\n\n\n

NB: this credit will have no impact on accounting.<\/p>\n\n\n\n

You can carry out this operation collectively by using collective actions on the contact list: click on folders and force balance function.<\/p>\n\n\n

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Bill<\/h3>\n\n\n\n

To create an invoice, click on the bill<\/strong> button<\/p>\n\n\n

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The member can then retrieve it from their personal space<\/a>.<\/p>\n\n\n\n

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To learn more about contact management<\/p>\n\n\n