Overview
CashControl is a comprehensive business management solution, specifically developed for small and medium businesses. The software was developed together with Wohlfühloase GmbH and is fully practice-oriented. CashControl unites all important business processes in a central application and offers an intuitive user interface for daily work.
Main Features
The point of sale system enables fast and efficient processing of sales directly at the point of sale.
Features:
- Product Selection - Quick selection of items from the product range
- Customer Linking - Directly assign appointments and sales to customers
- Payment Processing - Support for various payment methods (Cash, Card, Twint)
- Receipt Creation - Automatic generation of receipts
- Discount Management - Individual discounts per customer or transaction
- Keyboard Shortcuts - Quick access for efficient operation
- Automatic Saving - Prevents data loss in unexpected events
- Cash Drawer - Electronic control of the cash register
Special Features:
- Real-time inventory management
- Clear product display with prices
- Live calculation of subtotals and totals
- Direct creation of invoices from the POS system
Complete management of the entire invoicing process from creation to payment recording.
Features:
- Invoice Creation - Professional invoices with all legal information
- QR Invoice - Automatic generation of QR invoices according to Swiss standard
- Email Delivery - Direct sending of invoices via email
- PDF Export - Printable invoices as PDF file
- Reminder System - Automatic creation and sending of reminders
- Payment Recording - Simple recording of incoming payments
- Status Tracking - Overview of open, paid and overdue invoices
- Recurring Invoices - Automatic creation of periodic invoices
Special Features:
- Individual invoice numbering
- VAT calculation according to Swiss law
- Automatic customer address import
- Clear invoice list with filter and search functions
Comprehensive customer relationship management for professional customer service.
Features:
- Customer Database - Central management of all customer data
- Customer Search - Quick search by name, email, phone or address
- Customer Details - Complete overview of all customer data:
- Personal information (Name, address, date of birth, contact details)
- Health insurance information
- All associated invoices
- All receipts and documents
- Reimbursement receipts (Tariff590)
- Complete history of all activities
- Customer Discounts - Individual discount management per customer
- Birthday Overview - Automatic reminder of birthdays
- Export Functions - Data export for external processing
Special Features:
- Customer history with all transactions
- Linking with invoices and appointments
- Birthday notifications
- Individual notes per customer
Complete management of the product and service range.
Features:
- Product Management - Entry and editing of all products and services
- Categories - Organized sorting into categories
- Price Management - Multiple rates per item (Rate 1, Rate 2)
- Duration - Specification of duration for services
- Product Numbers - Individual product numbering
- Product Status - Activation and deactivation of items
- Inventory Management - Overview of available items
Special Features:
- Double-click for quick editing
- Clear table view
- Quick category filtering
- Direct linking with POS system
Professional time tracking for employees with extensive evaluation options.
Features:
- Work Time Recording - Simple recording of work times (Start/Stop)
- Break Management - Automatic break recording
- Notes - Additional information for each entry
- Automatic Calculation - Calculation of working hours
- Time Codes - Various time types (Work, Vacation, Sick, Overtime)
- Time Tracking Reports - Detailed monthly and annual evaluations:
- Monthly entries with all details
- Balance with target/actual comparison
- Overtime tracking
- Vacation overview
- Part-time consideration
- PDF Export - Professional reports as PDF
- Excel Export - Data export for further processing
Special Features:
- Consideration of part-time employment
- Automatic vacation calculation
- Target/actual time comparison
- Overtime tracking
- Individual work time profiles per employee
Comprehensive statistics and key figures for informed business decisions.
Features:
- KPI Dashboard - Overview of the most important key figures:
- Total revenue (by year)
- Number of active customers
- Number of transactions
- Average receipt value
- Year Comparison - Monthly revenue comparison with growth rate
- Employee Comparison - Performance comparison between employees
- Revenue Trend - Visualization of revenue development
- Top Categories - Highest revenue categories
- Top Customers - Customers sorted by revenue (Top 10/20/50/100)
- Bestsellers - Most sold items with duration
- Health Insurance Statistics - Most frequently used health insurance companies
- Monthly Overview - Detailed tabular evaluation
Special Features:
- Interactive diagrams and charts
- Filtering by time period
- Comparison options between time periods
- Export functions for presentations
Professional reports and detailed analytics for all business areas.
Features:
- Revenue Reports - Detailed revenue reports by various criteria
- Customer Reports - Overview of customer activities and revenues
- Product Reports - Analysis of individual product sales performance
- Employee Reports - Performance reports for individual employees
- Period Reports - Comparison reports for different time periods
- Category Reports - Revenue distribution by categories
- PDF Export - Professional reports as PDF files
- Excel Export - Data export for further analysis
- Automatic Reports - Regular automatic generation
- Email Delivery - Automatic sending of reports via email
Special Features:
- Fully customizable reports
- Professional formatting
- Graphical representations and charts
- Export to various formats
Professional management of Tariff590 positions and reimbursement receipts for the healthcare industry.
Features:
- Tariff590 Management - Management of all Tariff590 positions
- Template Management - Creation and management of receipt templates
- Categories - Organized sorting of tariff positions
- Reimbursement Receipt Creation - Professional receipts with all required information
- Status Tracking - Tracking of status (Open, Submitted, Paid, Rejected)
- XML Export - Export for E-Health systems
- PDF Export - Printable receipts
- Email Delivery - Direct sending to health insurance companies
Special Features:
- Swiss Tariff590 standard
- Template system for frequent receipts
- Automatic calculation
- Integration with customer database
Online appointment booking system with Microsoft Calendar integration for seamless appointment management.
Features:
- Public Booking - Customers can book appointments without login (5-step process)
- Microsoft Calendar Integration - Complete synchronization with Outlook calendars
- Individual Working Hours - Each employee can define their own working hours
- Product Management - Manage bookable products and services
- Availability Display - Automatic calculation of available time slots
- Cancellation - Customers can cancel appointments via email link
- Employee Notifications - Automatic notification for new bookings
- External Events - Appointments from Outlook are automatically considered
- Multiple Bookings - Booking of multiple services in one appointment
Special Features:
- No login required for customers
- Automatic synchronization with Outlook
- Individual working hours per employee
- Product-based booking
- Email confirmations for customers and employees
- Automatic blocking of booked times
Internal ticket system for managing requests, problems and tasks.
Features:
- Ticket Creation - Simple creation of tickets with description
- Priorities - Categorization by importance (Low, Medium, High, Critical)
- Status Management - Tracking of processing status (Open, In Progress, Resolved, Closed)
- File Attachments - Attach files to tickets
- Comment Function - Discussions and notes for each ticket
- Internal Comments - Comments visible only to administrators
- Assignment - Tickets can be assigned to employees
- Search Function - Quick search for tickets
Special Features:
- Clear ticket list
- Unique ticket numbers
- Complete history of all activities
- Secure file management
Professional receipt creation for all transactions.
Features:
- Receipt Creation - Automatic creation of receipts
- PDF Export - Printable receipts
- Email Delivery - Sending to customers
- Receipt Overview - List of all created receipts
- Search and Filter Functions - Quick search by date, customer or amount
- Subsequent Editing - Corrections to receipts
- Cancellation - Cancellation of receipts with proof
Special Features:
- Automatic receipt numbering
- Integration with POS system
- Complete audit trail
Personalized homepage with all important information at a glance.
Features:
- Personal Greeting - Individual address on login
- Quick Access - Direct links to frequently used functions
- Weather Widget - Current weather information
- Activity Overview - Last 50 activities of the user
- Birthday Overview - Upcoming birthdays in the next 30 days
- KPI Display - Important key figures at a glance:
- Revenue today
- Number of customers
- Receipts today
- Number of items
- Revenue Chart - Visualization of revenue development of the last 7 days
- System Notifications - Important messages and notices
- Update History - Overview of recent updates
Special Features:
- Customizable quick access
- Real-time data
- Clear design
Flexible permission system for secure and organized user management.
Features:
- User Management - Creation and management of user accounts
- Group System - Organized management in groups
- Granular Permissions - Fine-grained access rights:
- POS system access
- Invoice creation and editing
- Customer management
- Statistics and reports
- Time tracking
- Support/Ticketing
- System administration
- Role-Based Access - Predefined roles (Admin, User, Cashier, Accountant)
- User Profiles - Individual profile settings
- 2-Factor Authentication - Enhanced security for user accounts
Special Features:
- Flexible group assignment
- Individual permissions per user
- Secure authentication
- Audit logging of all activities
Comprehensive settings options for adapting to individual needs.
Features:
- Company Data - Management of company information:
- Company name and address
- Contact details
- VAT ID
- Bank account (IBAN)
- Logo
- User Settings - Management of own account settings
- POS Settings - Configuration of the POS system
- Email Templates - Individual email templates for various occasions
- Time Tracking Settings - Configuration of work time recording
- Theme Selection - Choose between Light Mode, Dark Mode and High Contrast
- Appointment Settings - Configuration of the appointment booking system:
- Employee working hours
- Bookable products
- Microsoft Calendar connection
Special Features:
- Central configuration of all modules
- Individual customization
- User-friendly interface
Comprehensive security and backup functions for protecting your data.
Features:
- Automatic Backups - Regular database backups
- Manual Backups - Backup creation on demand
- Backup Management - Overview of all backups
- Restore - Easy restoration from backups
- Security Log - Complete logging of all security events
- Session Management - Secure management of user sessions
- Encryption - Secure encryption of sensitive data
Special Features:
- Automatic backups
- Easy restoration
- Complete audit trails
Professional reports and detailed analytics for all business areas.
Features:
- Revenue Reports - Detailed revenue reports by various criteria
- Customer Reports - Overview of customer activities and revenues
- Product Reports - Analysis of individual product sales performance
- Employee Reports - Performance reports for individual employees
- Period Reports - Comparison reports for different time periods
- Category Reports - Revenue distribution by categories
- PDF Export - Professional reports as PDF files
- Excel Export - Data export for further analysis
- Automatic Reports - Regular automatic generation
- Email Delivery - Automatic sending of reports via email
Special Features:
- Fully customizable reports
- Professional formatting
- Graphical representations and charts
- Export to various formats
Automatic synchronization of customers with newsletter systems via API connections.
Features:
- API Integration - Connection to various newsletter services via REST API
- Automatic Synchronization - Customers are automatically synchronized with newsletter systems
- Bidirectional Synchronization - Data is synchronized in both directions
- Customer Synchronization - New customers are automatically added to the newsletter
- Customer Updates - Changes to customer data are automatically transmitted
- Segmentation - Customers can be segmented according to various criteria
- Opt-in/Opt-out Management - Automatic management of newsletter subscriptions
- Error Handling - Robust error handling for API connection problems
- Logging - Complete logging of all synchronization operations
- Multiple Newsletter Services - Support for various newsletter providers
Special Features:
- Real-time synchronization
- Secure API connections
- Automatic conflict resolution
- Complete audit trails
- Support for common newsletter APIs (e.g., Mailchimp, Sendinblue, etc.)
Additional Features
Theme System
The software offers three different display modes:
- Light Mode - Bright, classic design
- Dark Mode - Dark design for eye protection
- High Contrast - High contrast for better readability
Each user can choose their preferred theme, which is automatically saved.
Logging & Audit Trail
Complete logging of all activities:
- All user actions are recorded
- Clear display of activities
- Search and filter functions
- Export options
Mobile Optimization
- Responsive design for all devices
- Touch-optimized controls
- Mobile-friendly navigation
Target Groups
CashControl is ideal for: