Skip to main content

How to create a pay-out/pay-in button

This document will detailwalk howyou through setting up the Pay-Out and Pay-In buttons. A pay-out is cash taken out of the drawer to makepay for something, such as a payoutdelivery or a run to the store. A pay-in is cash put into the drawer. Each button uses an item in Backoffice with the Item Type "Payout".

Note: Your Backoffice may already have a Pay-Out item (look in the Charges category). If it does, check that it is set up as shown below.

 

Create a reporting group for pay-outs

  1. YouOpen willBackoffice.

    need

  2. Click POS at the top of the page. Then click the arrow next to makeSystem aSetup new PLU but first you will need to make a new PLU group to add to it. Navigate toin the PLU Groups section under settingsmenu on the POSleft Tab.and click Reporting Groups.

    image.pngBackoffice with POS circled at the top and System Setup, Reporting Groups marked in the menu on the left


     

  3. SelectClick theAdd plusnew sign in the upper left corner of the screenrecord to create a new group.

    image.pngThe Reporting Groups list with Add new record marked


     

  4. Name the new group Payouts and save.

    1. Do not select the boxes for include in labor percentage or sales.

      image.png


       

  5. Navigate to the POS section and find the folder that would make the most sense to contain a payout button.

    image.png


     

  6. Right click on the folder. Then select “Add New PLU.”

    image.png


     

  7. A new PLU will open.

    image.png


     

  8. Fill in the PLUnew namegroup, section.then Forclick payoutsInsert.

    we

    A new reporting group named Payouts, numbered 1 Name, 2 Is Included In Labor % Calc and 3 Is Included In Sales, both unchecked, with Insert marked

    will
      use
    1. Misc

      Name -the Dollarnew signgroup Payouts.

    2. Do not check "Is Included In Labor % Calc".

    3. Do not check "Is Included In Sales", so pay-outs and pay-ins are not counted as sales.

       

 

Create the Pay-Out item

  1. Click the arrow next to Items in the menu on the left. Right-click the category you want the item in (Charges is a good place for the iconit) and payoutselect forAdd theNew name.Item.

    image.pngThe Items list with the Charges category right-clicked and Add New Item marked in its menu


     

  2. Fill outin the Pricing/AvailabilityGeneral section.tab.

    image.pngThe General tab of a new item numbered 1 to 6: Icon, Name, Tax Type, Reporting Group, Variable Priced and Refund Item


  3. Icon: Misc - Dollar Sign.

  4. SetName: thePay-Out. taxThe typeKitchen toTicket nonText, taxReceipt Text and PLUOnline groupName tofill Payoutsin thenby save.

    image.png


     themselves.

  5. NextTax goType: to the advanced tab and set the PLU Type to payments.

    image.png


    1. Requires Manager Checkbox is OPTIONAL depending on your needs

  6. If you would like payout details to show on a report next you will want to navigate to the reports screen.

    image.png


     Non-Tax.

  7. WeReporting areGroup: adding the Payout Detail section to the server report. Click insert to add it to the Report.Payouts.

    1. ITurn recommendon addingVariable itPriced, toso the “Daily”terminal reportasks asfor wellthe amount each time.

    2. image.pngTurn on Refund Item. This is what makes the item a pay-out.


       

  8. SelectClick Terminal & Behavior and set the hamburgerItem iconType to drag the new section to where you want it in the report.Payout.

    7461245b-a86d-4c60-a0e3-2432419d9e13.gifThe Terminal & Behavior tab with Item Type set to Payout

     

  9. TheClick buttonSave will be added toat the systembottom in the section that matches the folder you selected to place it in.right.

    1. First you will put in the dollar amount of the payout

    2. Then you will type in the reason for the payout. This can be an item, or a store, or vendor.

    3. When you pay it out (fast cash it) a receipt will print for it to be placed in the till for record keeping.

      502a6b1b-fc55-4074-ac21-552428cd3806.gif

 

Create the Pay-In item

  1. 9.Right-click the same category and select Add New Item again.

  2. Fill in the General tab the same way as the Pay-Out item, with two differences.

    The General tab of a new item named Pay-In, numbered 1 Name and 2 Refund Item turned off

    1. Name: Pay-In.

    2. Leave Refund Item off. This is what amakes Payoutthe will look like onitem a server close report.

      This is without the details section                            This is with the details section added

      image.png                        image.pngpay-in.

       





  • Click Terminal & Behavior and set the Item Type to Payout (pay-ins use the Payout type too). Then click Save.

    •  

    Choose
    who
    can
    use
    the
    buttons

    Only

    employees
    whose
    job
    role has these tasks see the Pay-Out and Pay-In buttons on the terminal. Go to Staff --> Job Roles and open the job role. Under Tasks, open POS --> Front of House --> Functions --> Cash Tools, check Process Pay-Out and Process Pay-In, and click Save.

    The Manager job role with its Tasks open at Cash Tools and Process Pay-Out and Process Pay-In marked

     

    Where the buttons are on the terminal

    The Pay-Out and Pay-In buttons are on the Functions screen, under Cash Tools.

    The terminal's Functions screen with the Pay-Out and Pay-In buttons under Cash Tools marked

    Pro tip: You can make more than one pay-out item, for example one for vendors and one for supplies. When there is more than one, the terminal asks which one to use.

    Back to top