About Finances
Created by: Ely
Last edited:

About Finances

Feature Availability: ALL PLANS

This feature enables users to manage their monetary transactions and financial resources. This includes functionalities such as viewing account balances and configuring withdrawal settings.

Why is it important? It is essential to enable users to track their monetary transactions, maintain accurate balances, and configure withdrawal settings according to their needs. This ensures transparency, accuracy, and control over financial activities, ultimately contributing to the financial health and success of the business.

Summary:

  1. Change Bank Detail - You can change your bank details at any time.
  2. Editing Bank Details - Easily edit bank details through your Withdrawal settings.
  3. Multiple Locations - Associate each location with respective bank details for seamless management.
  4. Finances Main Feature

 Finances Main Feature:

  1. Balances
  2. Withdrawal Settings
  3. Multiple Bank Accounts


About Finances

Can I change my bank details?
Yes, you can change your bank details at any time.

How can I edit my bank details?
You can easily edit your bank details through your Withdrawal settings.

What if I have multiple locations? Can I use multiple banks?
If you have multiple locations, you can associate each location with its respective bank details for seamless management.


Finances Main Feature:

1.  Balances and Withdrawals

Gain full control over your finances with our comprehensive Balances and Withdrawals feature. Keep a close eye on your Available Balance and Pending Balance, ensuring you always know where your funds stand. Track your Lifetime Orders to monitor your business's growth trajectory and view your Total Withdrawal History for a transparent overview of your financial transactions. With this feature, managing your finances has never been easier.

2. Withdrawal Settings

Withdrawal Settings allow merchants to add their bank accounts in Prosperna for a faster and more convenient withdrawal process.

3. Multiple Bank Accounts

Multiple bank accounts allow merchants to link more than one bank account, enabling them to allocate funds to different accounts. This can be particularly helpful for merchants with multiple locations.




Need more help?

For more information and assistance, please send an email to [email protected].

Happy Selling!

 

 

 

 

 

 

 

 

 

 

 

 

 

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