POS: Operation - Till Management (Pay In and Pay Out Tabs)

POS: Operation - Till Management (Pay In and Pay Out Tabs)



Pay In Tab


Note: Only employees with the proper role and permission settings have access to Pay In.

If Cash needs to be added or removed from the cash drawer - without completing a transaction or sale - then Pay In or Pay Out can be used. A Pay In is when money is being deposited to the business, for a reason other than a sale.


  1. Enter the Paid By value then press Continue.
    1. If a Paid By is not entered before clicking Continue: a pop-up with the message 'Enter the Paid From' along with Done button appears.


  2. After pressing Continue, the Reasons screen appears. The screen displays the pre-defined Pay In Reasons which are configured in BO. You can select a pre-defined Reason or manually enter a new Reason then press OK.


  3. Upon successful Pay In: a pop-up with the message 'Paid In Performed Successfully' appears, and the Amount will be added to the Till Balance.




Pay Out Tab

Pay Out is used when money is taken out of the Cash Drawer to pay a Vendor or Customer.



Back Office

Navigation: Login to BO for your Store, then select Settings > Reports > Additional Settings

On the Additional Settings screen: The Employee Tip Out Deducted from Cash Expected on Reports toggle is to deduct the employee’s Tip Amount from the Sales Recap and Cashier Out reports.

  1. If the toggle is enabled (set as YES), the Tip Paid Out toggle will appear in Till Management in POS.
  2. If the toggle is disabled (set as NO), the Tip Paid Out toggle will not appear in Till Management in POS.

POS


Navigation: Log in to POS, then select Operation > Till Management > Pay Out

Note: Only employees with the proper role and permission settings have access to Pay Out.

Only when the Employee Tip Out Deducted from Cash Expected on Reports toggle is enabled in BO, the Tip Paid Out toggle will appear in Till Management. You can enable the Tip Paid Out toggle, only when there is an Active Till available.

When there is no Active Till in POS, and then you attempt to enable the Tip Paid Out toggle, the message 'Unable to perform tip paid out' appears.

  1. If the Tip Paid Out toggle is disabled, you can add an Employee Name in the Paid To text box and enter the Amount details to perform pay out.
  2. If the Tip Paid Out toggle is enabled:

    1. Then the available Employee list will appear in the Paid To drop down.
      1. Only Employees from the drop-down list can be select for the Tip Paid Out.

    2. Enter the Paid To value then tap on Continue.


    3. After selecting the Employee, user can enter the Amount and click on continue. The message 'Tip Paid out successfully' appears.


    4. The entered Amount will be deducted from the Till Balance.
      1. If the entered Amount is greater than Till Balance, then the message 'Insufficient amount entered' appears.


      2. If a Paid To is not selected before clicking Continue, the pop-up message 'Enter the Paid To' with the Done button appears.


    5. On tapping the Continue option, the Reasons screen appears which displays the pre-defined Pay Out Reasons which are configured in the BO. Select any one of the pre-defined Reasons or type in new Reasons then press OK.


    6. Upon successful payout: the 'Paid Out Performed Successfully' pop-up message appears, and the Amount will be reduced from the Till Balance.

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