Take a cash payment

Recording cash a customer has handed over. Nothing is sent to a terminal — this is a record of money you already have.

If you cannot see the tab

A missing tab means a department or permission setting, not a bug — see Taking a payment — start here for why, and how to get it turned on.

Record the payment

1. Go to General → Process Transactions and click the tab for your department.
2. Find the order and open the payment window.
   If your orders come from your DMS (dealer management system), search for the order and check the balance. If you enter payments yourself and your department tab shows a search box, click Manual Payment under No Order ID first (some tabs show the form straight away). Then fill in the customer and the amount, and click Receive Payment.
3. Select the Cash tab.
4. Enter the denominations you took in Cash Reference Information.
   For example 2×20, 1×10.
5. Check the amount, then click Process.

Writing down the bills makes cashing out at the end of the day quicker, and it is the first thing you will want if the drawer does not balance.

Watch it done

Related: Taking a payment — start here · Find a payment · What the transaction statuses mean