Pay Ins and Pay Outs are adjustments applied to your organization's bank for adding or removing money from cash drawers without an associated sale. Salido is set up to help track these non-sales-related withdrawals and deposits through the Pay In/Pay Out feature. Reasons for these adjustments are set up under the Payments Menu in the Bridge.
- Example of a Pay Out: If your restaurant runs out of milk, you may allocate $20 from the cash drawer, allowing an employee to purchase additional milk from a nearby store.
- Example of a Pay In: Upon returning from the store, the employee deposits the remaining change from the milk purchase into the cash drawer.
Note: Pay In/Out transactions do not affect revenue totals and will not appear on Employee Shift Reports. To track Pay In/Out activity, refer to the Z-Report or Pay In/Out Report.
To Create a Pay In Reason:
1. Navigate to Settings > Payments in the Bridge and select Pay In Out
2. Click + New Pay In Reason to set up a New Pay In Reason
3. Enter the Name and Description for the new Pay In Reason, e.g., "Change from supply purchase Pay Out"
4. Tick the Is Enabled box to enable the Pay In Reason
When the reason is enabled, POS users with the proper permissions will be able to select it from their terminal
5. Click Save to keep your changes
To Create a New Pay Out Reason:
1. Navigate to Settings > Payments in the Bridge and select Pay In Out
2. Scroll down to the Pay Out Reasons section and click + New Pay Out Reason
3. Enter the Name and Description for the new Pay Out Reason, e.g., "Supply purchase Pay Out"
4. Tick the Is Enabled box to enable the Pay Out Reason
When the reason is enabled, POS users with the proper permissions will be able to select it from their terminal
5. Click Save to keep your changes
In order for employees to be able to create Pay In/Out, permissions must be granted in POS Roles, and the advanced settings for Pay In/Out must be explicitly enabled.
For instructions on how to enable payment types in Pay In/Out in POS Roles, click here.
Comments
0 comments
Please sign in to leave a comment.