How to use paid in/paid out and how to add more paid in/paid out reasons

How to grant Paid in/Paid out permissions

Pre-requisite: This function is completed from the back-end web URL
A user looking to change this setting will need the username and password to login into the back-end URL of their venue.

1. Click on the Hamburger menu in the top left of your web browser

   

2. Navigate to the “Staff” link

   

3. Select “Roles” and navigate to the position name that matches the privilege permission that needs to be changed

   

4. Once determined, scroll down to “Access” and look for the row labeled “Paid Outs”

   

5. If the box is unchecked then the “PAID IN/OUT” button will not appear on POS terminal

     If checked then the “PAID IN/OUT” button will appear.  

How to Use Paid in/Paid out from POS terminal

Pre-requisite: This function is completed from the POS terminal.

1. Click on “PAID IN/OUT” button. A new window will pop-up with “IN” and “OUT” tabs at the top. Note: Feature is attached to the logged in user.

   

2. For “Paid IN” select “IN” tab at the top and type in dollar amount. Once a dollar amount is added at the top of the window you can select a reason for the pay “IN”, more on how to add reasons to follow. You can then add a note/description if needed. Note: Do not use “Received from” drop down as it will miss calculate the cash.

   

   

   

3. Navigate to “Tender” at the bottom of the window. Once a “Tender” is selected a successful “Paid In” popup will appear. A receipt will automatically print

     Note: Process can be completed for “Paid out” under “OUT” tab using the same steps.

4. You can verify the “PAID LOG” by selecting the tab at the top right corner of the screen

   

How to check the report? 

Pre-requisite: This function is completed from the POS terminal. 

1. Navigate to “MORE” at the bottom right corner of the window

   

2. Select the “employee report” tab

    There you can see the cash in /out report

How to add reasons to “PAID IN/OUT”?

Pre-requisite: This function is completed from the back-end web URL.  A user looking to change this setting will need the username and password to login into the back-end URL of their venue.

1. Click on the Hamburger menu in the top left of your web browser

   

2. Scroll down to venue settings and select “ Accounting Setup”

   

3. Navigate to “Cash Accounts” link

   

4. Add reasons, as needed, under “enter cash account”

   

5. Log back into your POS terminal and select the “PAID IN/OUT” button. All the reasons you entered on the back-end will now appear and are ready to be used.