Generally, not all businesses need a limited set of configurations to set up accounting integration in Zenoti.

To help such businesses easily set up the integration, we've simplified the configuration page.

By default, Zenoti considers the following configurations:

  • Record sales as Daily Summary:
    - cumulative quantity and sales for the day are considered
    - single entry is created for items and payment types
    Note: This configuration does not track sales by customers.

  • Post sale of items (for services the date when the services are performed) or payments based on Invoice Closed Date.

  • Post items as journal entries.

  • Default Value for Customer - Guest

  • Default Item for Membership Discount - Membership Discounts

  • Default Item for Package Discount - Package Discounts

Click Continue to accept the default configurations. To edit these configurations, click Advanced Configuration.

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