Record cash receipts (not sales)

Written by Jens B.

Last published at: March 5th, 2024

Please be sure to take note of the following information!
 orderbird does not offer legal or tax advice. All information with legal or tax aspects is in no way to be viewed as legal or tax advice.

In order to provide you with the most reliable instructions possible, our cooperation partner, the tax law firm Buder (https://steuerbuder.de) from Berlin, has examined the procedure described below for dealing with the orderbird cashbook and found it to be correct with regard to aspects relevant to tax law . However, it may be that this approach is not suitable for you and your business in particular.

Therefore, be sure to contact your tax advisor for a binding statement on how to use the orderbird cashbook correctly for yourself. Both orderbird and the Buder tax law firm exclude liability for the timeliness, accuracy and completeness of the information that orderbird provides here with regard to tax procedures.

 

All information about your cash receipts belongs completely in the cashbook. You enter cash deposits or tips received in cash, as well as all other cash receipts, in your cashbook. Always remember to document everything with receipts!

Record cash receipts - step by step

  1. In the cashbook, tap the “+” symbol behind the “Cash receipts” item.
     
  2. Then select what type of income it is, for example “private deposits” (required).
     
  3. Enter all information:
    1. Select the correct tax rate (required). You also record this on the invoice or receipt if you issue one. A money transit (bank to cash register) is not a tax transaction; in the app you note it as 0%.
    2. You can use the comment field (optional) to describe in more detail why you are making this entry.
    3. You can use “Add photo” to add a photo of the receipt, e.g. B. the bank receipt or your own receipt (required). This means you have everything documented digitally: You can take up to three photos, which will also be recorded in the cashbook for this income in the order in which they are received. If you are not satisfied with the three photos, stop taking them and start again from the beginning.
      Very important: Please keep the original receipt carefully!
    4. Tap “Done” and you’re…done ;).