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Cashdesk module

Cashdesk is a Splynx module for processing payments. Administrator can create Cashdesk users 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 to process the incoming payments. It can be also used by resellers. Reseller will only see his customers and will be able to enter payments to Splynx when he receives money from a 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

To create a Cashdesk user it’s needed to create an administrator and define him permissions to Splynx access. He can have some permissions to access Splynx or he can get 0 permission level and access Cashdesk only:

cashdesk_admin
When the Cashdesk is installed, it’s available on “http://yoursplynxurl/cashdesk”.
The first screen is a login page:
cashdesk_login

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

cashdesk_search

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

cashdesk_user

The last step is to add the payment and write a comment.
When the payment has beed added, it appears in Splynx as a new transaction and also as a payment with comment, entered in Cashdesk.

payment

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

cashdesk_history

The tutorial for Cashdesk you can find in the video below:

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