Cashdesk

Cashdesk is a Splynx module for processing payments. Administrator can create users of cashdesk and provide them access to the module. User is not able to change and view any customer’s data, except his name/company name, invoice numbers and actual balance. The cashdesk can be used by accountants, who doesn’t have to get access to Splynx, but only process the incoming payments. It can be also used by resellers. Reseller will see only his customers and is able to enter payments to Splynx when he receives money from customer.

The first step for Cashdesk activation is installation. It’s performed by two following commands in Linux CLI where Splynx is installed:

apt-get update  
apt-get install splynx-cashdesk

or you can install it from Web UI:

Config -> Integrations -> Add-ons:

01.png

02.png

03.png

All configs you can find in Config / Modules / List:

Selection_892.png

then click edit Cashdesk and you can change Payment method ID:

Selection_893.png

To create a cashdesk user it’s needed to create an administrator and enabled CashDesk access. Other permissions to Splynx access can have define or he can get 0 permission level (defined access Cashdesk only):

1.jpg

Add access privileges for cashdesk-module to the superadministrator - enable CashDesk in superadministrator account. Super_admin

When the Cashdesk is installed, it’s available on "http://yoursplynxurl/cashdesk".

First step, superadministrator must added deposit for cash-administrators for operations. To do this, you should login as superadministrator (he have full access) and Create deposit: 2.jpg 3.jpg 4.jpg 5.jpg)

Later, you can increase or decrease the amount of the deposit

6.jpg

After clicking the [Deposit History] button you can view the history of the deposit changes

7.jpg

CSV — is export Deposit History to csv-file: 8.jpg

For cashdesk-administrator the first screen is a login page: 9.jpg

Cashdesk user has logged, he can search customers based on customer’s name, login or number of invoice.

10.jpg

After entering the invoice number or customer name in search field, Cashdesk displays customer information about his balance and unpaid invoices.

When we entering a payment we can choose the invoice which will be marked as paid.

11.jpg

After:

12.jpg

When the payment has been added, it appears in Splynx as a new transaction and a payment and also as a invoice .

13.jpg

All payments of the user “Casher” can be found in History section of Cashdesk.

14.jpg

For superadministrator History is extended.

15.jpg

Remember! Only Superadministrator - can delete payments.