You can complete a pay out transaction to remove money from a cash drawer, as needed. For example, you can use a pay out transaction to move excess currency from a drawer to a safe or to pay for miscellaneous expenses. Because all pay out transactions are recorded as tickets, the system maintains a complete audit trail for them. You can view pay out transactions in Back Office.

📝 You cannot enter a pay out transaction if a sale is in progress.

This document discusses the following:

• Performing a pay out
• Performing a pay in

Performing a pay out

To enter a pay out transaction and remove money from your drawer:

• Log in to the POS.
  
  
• Tap the hamburger menu icon at the ticket entry screen to display the slide out menu.
• Tap Pay In/Out. The Pay In/Out screen appears and defaults to 'Pay out.'
  
  
• Enter the amount of cash you are removing from the drawer.
• Tap Tap to select a Reason code. The Reason Codes screen appears.
  
  
• Tap the reason code to apply to the pay out transaction and advance to the next screen.
  
  
• (Optional) Enter a comment for the pay out transaction, if necessary.
• Tap Done to display the receipt selection screen.
• Do one of the following:
  
  
  
  
  
  • Tap Print Receipt to print a receipt for the Pay Out transaction.
    -OR-
    
  • Tap No Receipt to open the cash drawer without printing a receipt.

Performing a pay in

Perform a pay in when you are adding petty cash to the cash drawer.

To enter a pay in transaction, do the following:

• Log in to the POS.
  
  
• Tap the hamburger menu icon at the ticket entry screen, to display the slide out menu.
• Tap Pay In/Out. The Pay In/Out screen appears.
  
  
• Tap Pay In.
• Enter the amount for the cash transaction.
• (Optional) Enter a comment for the cash transaction, if necessary.
• Tap Done to display the receipt selection screen.
• Do one of the following:
  
  
  
  
  
  • Tap Print Receipt to print a receipt for the Pay in transaction.
    -OR-
    
  • Tap No Receipt to open the cash drawer without printing a receipt.

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