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 in the POS. Managers can create reasons for these adjustments 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 back 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 in the Salido POS:
1. If logged out to the PIN screen for inactivity, enter your PIN and tap to log back into the POS device
2. At the top right of the POS screen, tap to bring up the POS options
3. Tap on "Pay in/Pay Out" in the options screen to make an entry
4. Tap on Pay In
5. Fill in the details for the Pay In:
A. Enter the Pay In Amount
B. Tap the correct button for the Pay In Reason (Pay In Reasons are created in the Bridge, click here for instructions on how to create Pay In/Out Reasons)
C. Optional: Enter Additional Pay In Notes to describe the reason further
D. Choose the Payment Method
E. If you selected Cash in Step D, skip to Step F. Otherwise, please select the correct Credit Card Payment Method to continue
F. Record the Pay In by clicking the "Process An Record Pay In" button
6. Tap the "Confirm Pay In" button after confirming the correct amount. If it is incorrect, tap "Cancel"
7. Tap Done to return to the Pay In/Out menu
For employees 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 enabling payment types in Pay In/Out in POS Roles, click here.
All transactions can be viewed and audited in the Pay In/Out Log.
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