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Silver Essentials

About

Implementing

Reporting (results)

Using the POS

Logging in to the POS

Understanding features and user roles

Configuring POS device settings

Connections

Shifts and management

Understanding business dates

Starting and ending a shift

Performing pay ins and pay outs

Performing a no sale

Viewing time clock activity

Orders and checks

Offline Credit Transactions

Using help URLs

Counting and receiving inventory

Viewing POS reports

Entering training mode

Hardware

Troubleshooting

Silver Essentials

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.

Note: 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.

    Performing_PayIn_PayOut.png

  • 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.'

    Performing_PayIn_PayOut1.png

  • Enter the amount of cash you are removing from the drawer.

  • Tap Tap to select a Reason code. The Reason Codes screen appears.

    Performing_PayIn_PayOut2.png

  • Tap the reason code to apply to the pay out transaction and advance to the next screen.

    Performing_PayIn_PayOut4.png

  • (Optional) Enter a comment for the pay out transaction, if necessary.

  • Tap Done to display the receipt selection screen.

  • Do one of the following:

    Performing_PayIn_PayOut5.png

    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.

    Performing_PayIn_PayOut.png

  • 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.

    Performing_PayIn_PayOut3.png

  • 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:

    Performing_PayIn_PayOut6.png

    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.

Looking for resources or help with Silver? Click here.

  • In this Article

  • Performing a pay out

  • Performing a pay in

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