Pay Ins and Pay Outs are adjustments 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 POS Pay In/Pay Out feature. 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 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 Out 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 Out
5. Fill in the details for the Pay Out:
A. Enter the amount of cash being taken from the drawer Pay Out Amount field
B. Tap the correct button for the Pay Out Reason (Pay Out Reasons are created in the Bridge; click here for instructions on how to create Pay In/Out Reasons)
C. Optional: Enter Additional Pay Out Notes to describe the reason further
D. Choose the Payment Method (Only Cash Payment methods can be used for Pay Outs.)
E. Record the Pay Out by tapping the "Record Pay Out" button
6. Tap the "Confirm Pay Out" 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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