Sales and payments

This section covers the finance flow inside the business: the initial setup for payments and expenses and the day-to-day actions after that.

This section is for payments inside the business. For payments to Reservation.Studio, see Platform billing.

Where to start

If you are setting up this section for the first time, start with Payment methods.
Then prepare Expense types if you want expenses to stay organized and easy to filter.
If you use discounts, cash registers, fiscal devices, or online payments, configure them before the first real sales.
When the setup is ready, move to Sale, Add payment, Installments, Payment voids and refunds, and Add expense.

For correct fiscal flow, configure:
- Fiscal payment type in Payment methods;
- Fiscal VAT group in Tax rates;
- Fiscal devices and fiscal printing for the selected device and operator details.

Payment methods — active payment methods, fiscal payment type, and core payment setup.
Fiscal devices and fiscal printing — device selection, printing, and device-level utilities.
Expense types — the categories used to organize business expenses.
Discounts — rules that change the price before the payment itself.
Cash registers — balances, deposits, and withdrawals.
Online payments — Stripe setup for customer-facing online payments and prepayments.
Sale — the checkout flow itself: client, items, payments, installments, tips, and saving the sale.
Add payment — when you need to record money received for a sale, product, or service.
Installments — when a sale should be collected over multiple due dates instead of one payment.
Payment voids and refunds — when a recorded payment needs to be corrected, voided, or refunded.
Add expense — when you need to log a business expense.

For taxes and fiscal VAT group: Tax rates
For changing the primary currency and recalculating prices: Business currency
For employee commissions: Commissions
For wallet, subscription, and invoices with Reservation.Studio: Platform billing