Cashiering
Cashiering
Cashiering allows you to manage transactions by appropriating the amount that will be paid to a 3rd party. For example, a taxi company may choose to allot 10% of a sale to a driver, while the remaining 90% is what the company retains. Cashiering allows you to select the amount or percentage that will be paid out in each transaction and allows you to generate reports based on paid amounts.
To pay a transaction:
1. Use the search criteria to locate desired transaction
2. Click Pay
3. Enter amount to pay or select a percentage. The percentage will be applied to the full amount of the transactions if the field beside it is left blank.
4. Click Submit
In the transactions grid, the Paid Amount will reflect the amount given to the 3rd party and the Discount will reflect the remainder.
To pay multiple transactions:
1. Use the search criteria to locate desired transactions
2. Select (check) the box next to each transaction
3. Click Pay Transactions located at the top-right of the grid
4. Select the percentage to be paid. The percentage will be applied to the full amount of the transaction if the field beside it is left blank.
5. Click Submit
In the transactions grid, the Paid Amount will reflect the amount given to the 3rd party and the Discount will reflect the remainder.
To unpay a transaction: Use the search criteria to locate desired transaction and click UnPay.
