Performing pay ins and pay outs
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
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.
- Tap Print Receipt to print a receipt for the Pay Out transaction.
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.
- Tap Print Receipt to print a receipt for the Pay in transaction.
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