How to Process a Pay Out

Processing a Pay Out is quick and easy. On the Till screen, click on Petty Cash.

This will open the Petty Cash modal, where you will enter in an Amount, a Reason and - if necessary - a customer or supplier. The Customer / Supplier drop down is not mandatory, but is available in case you need to pay a supplier for stock received.

You can leave the Customer / Supplier blank if you are using the Petty Cash for the store e.g. Tea or Milk.

Once you have added in the amount and reason, click Complete. The cash drawer will open and you will be able to remove the cash. A slip will print from your receipt printer where the receiver needs to sign for the cash. Your cash up will automatically be adjusted to account for the money that was taken out of the till. The Complete modal will appear for confirmation. Click Done.

If you are making a pay out to a customer or supplier you can select their name from the drop down.

Once you have added your customer or supplier, click Complete. The cash drawer will open and you will be able to remove the cash. A slip will print from your receipt printer where the receiver needs to sign for the cash. Your cash up will automatically be adjusted to account for the money that was taken out of the till. The Complete modal will appear for confirmation. Click Done.

If you find there is change left after taking money out for Tea or Milk, you are able to put this money back into the till. To do so, click on Petty Cash once more.

This time the amount will be a negative amount e.g. -200.00.