Banking is where every form of money you accept lives in one place: bank accounts for transfers, cash registers for physical tills, card terminals for swipes and taps, and your wallet — a running view of every payment that’s come in across the lot. Together they give you a clear picture of how revenue is moving through your business.
Bank accounts
Bank accounts are used when customers pay by bank transfer. Adding your account details means your account number is shown automatically at checkout — your staff don’t need to remember it or write it down.
Adding a bank account
Go to Banking > Bank Accounts and click Add Bank Account.
Fill in the following:
| Field | What to enter |
|---|
| Label | A nickname for this account — e.g. “Main Company Pocket”. Only visible to you. |
| Bank name | Your bank — e.g. Kuda, GTB, Access |
| Account name | The name on the account |
| Account number | Your full account number |
| Currency | Defaults to NGN |
The label is internal only — your customers never see it. Use it to tell accounts apart if you have more than one.
Cash registers
Cash registers track cash payments by physical till location. If you have more than one till — for example a front counter and a bar — you can set up a register for each one and track them separately.
Adding a cash register
Go to Banking > Cash Registers and click Add Register.
| Field | What to enter |
|---|
| Name | Name it by location — e.g. “Register A, Front Till” or “Bar Till” |
| Description | Optional — e.g. “Near the kitchen entrance” |
| Opening balance | The cash already in the till at the start of a shift |
| Notes | Internal note, e.g. which cashier is assigned |
Reading the register balance
Once set up, each register shows two numbers:
- Opening — the starting balance you entered when creating the register
- Current — opening balance plus all cash collected from sales
The difference between these two is your cash takings for the period.
Card terminals
Card terminals are the physical card readers your team uses to take card payments. Tracking each terminal separately gives you a clean way to attribute card revenue to a specific till, location, or provider.
Go to Banking > Card Terminals and click Add Terminal.
| Field | What to enter |
|---|
| Label | A nickname — e.g. “Front Counter Reader” |
| Terminal ID | The ID printed on the device or in your provider’s portal |
| Provider | Your payment provider — e.g. Squad, Paystack, Moniepoint |
| Location | Which physical location this terminal lives at |
| Settles to | The bank account this terminal pays out into |
Setting “Settles to” on each terminal makes it obvious where card money lands. When you reconcile against a bank statement, you can match each terminal’s takings to the right account in seconds.
Wallets
Go to Banking > Wallets for a single running view of every payment that’s come into your business — POS sales and paid invoices combined.
At the top, Total Generated shows your all-time revenue from completed orders and paid invoices. Below it, every transaction is listed with:
| Column | What it shows |
|---|
| Type | Whether the money came from an Order or an invoice Payment |
| Reference | The order or invoice number it relates to |
| Date | When the payment landed |
| Payment Method | Bank Transfer, Cash, Card, or however the customer paid |
| Destination | Which bank account, cash register, or card terminal received it |
| Amount | What you collected |
A more advanced wallet — with payouts, transfers between accounts, and reconciliation tools — is in development. For now, the wallet is the cleanest way to see all incoming money in one feed.
Banking settings
Go to Banking > Settings to control which banking features appear in your sidebar.
| Toggle | What it controls |
|---|
| Bank Accounts | Shows or hides the bank accounts section in your sidebar |
| Cash Registers | Shows or hides cash registers in your sidebar |
| Card Terminals | Shows or hides card terminals in your sidebar |
Wallets and Settings always appear in the Banking menu and cannot be hidden.
How banking connects to POS
When a customer pays at checkout, your staff choose a payment method. Qorelly uses your banking setup to make this smooth:
- Bank transfer — shows your default bank account number automatically
- Cash — assigns the payment to your default cash register automatically
- Card — recorded against your default card terminal for that location
Any of these can be overridden per transaction if needed.
Set up at least one bank account, cash register, and card terminal before you start taking orders. Without them, your staff will have to enter payment details manually at checkout.
