Create Escrow

Do you sell escrows such as lottery tickets? Escrows are sales items or services that you offer in addition to your core business. The income thus generated is held in trust and is subject to German accounting principles (GoBD). In this How-To, we will explain to you how to create escrows in enforePOS and link them to the corresponding escrow supplier.

Create Escrow

  1. From the POS menu, open Sales > Sales Items.
  2. Tap on Plus.svg in the upper right corner.
  3. Choose a sales item with or without variants. In this example, we are creating an item without variants. Bildschirmfoto_2022-09-12_um_14.30.53.png ⮕ The Define Type of Sales Item window opens.
  4. Tap on Escrow. Bildschirmfoto_2022-09-12_um_14.31.54.png ⮕ The Create Escrow window opens.
  5. In the Type step, specify the type of escrow. In this example, we decide to use In. Bildschirmfoto_2022-09-12_um_14.32.37.png In: As a merchant, you receive payments for an escrow and hold them for the third-party company.
    Out: As a merchant, you can, for example, pay out a lottery prize to a customer. The payout is thus a sales item that you offer on behalf of a third-party company.
  6. In the Identity step, enter all the required information.
  7. Tap on [Next].Bildschirmfoto_2023-03-21_um_11.29.45.png
  8. In the Availability step, fill in all the fields you want. 
  9. Tap on [Create]. Bildschirmfoto_2022-09-12_um_14.34.11.png ⮕ The escrow has been created and can be seen in the sales items overview in the Escrow tab. Bildschirmfoto_2022-09-12_um_14.35.54.png

Create Escrow Suppliers

In order for the escrow to be displayed correctly on the cash receipt, you must define an escrow supplier for the escrow.

Requirements

  1. Open Inventory > Supplier in the POS menu.
  2. Select the supplier. Bildschirmfoto_2022-09-12_um_14.36.56.png ⮕ The supplier profile opens.
  3. Tap on Edit.svg.
  4. Activate Escrow Supplier.
  5. Type in the VAT number of your supplier.
  6. Tap on SingleSelectionCheck.svg.Bildschirmfoto_2022-09-12_um_14.38.37.png

Link Escrow and Escrow Suppliers

  1. From the POS menu, open Sales > Sales Items.
  2. Open the Escrow tab.
  3. Select the desired escrow. Bildschirmfoto_2022-09-12_um_14.35.54.png ⮕ The overview of the sales items opens. 
  4. Enter the name of the supplier in the Supplier field. As soon as you start typing, created suppliers will be suggested to you. Tap on the desired supplier. Bildschirmfoto_2022-09-12_um_14.40.17.png ⮕ You have successfully linked the escrow supplier to the escrow.
    The supplier is displayed on the receipt together with the corresponding VAT ID.

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