Payment Tracking counts the cash in your drawer during a sales period, so
you can check what's there against what you expect and keep track of who
handled it. Turn it on from Settings in the Point of Sale app before you
start selling. It keeps a running balance as you take cash payments
and add or remove cash by hand.
Payment Tracking is only in the Point of Sale phone app — it isn't on the
dashboard's Point of Sale page.
From Payment Tracking you can:
- Start tracking your cash
- Check your balance and cash sales
- Add or remove cash from the drawer
- End a tracking session
Start tracking your cash
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Open the menu in the top-left corner, then tap Settings.
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Tap Payment Tracking.
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Enter your drawer's starting amount under Starting cash amount.
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Tap Start, in the top-right corner.
Payment Tracking opens on the Tracking Session screen, showing your
starting amount as the balance.
Check your cash balance and sales
Once tracking is on, tapping Payment Tracking opens the Tracking
Session screen directly.
- Open the menu in the top-left corner, then tap Settings.
- Tap Payment Tracking.
The large number at the top is your expected cash balance — your starting
amount, plus cash sales, plus or minus any cash you've added or removed. It's
what should be in the drawer right now. Below it:
- Total cash sales — everything rung up as cash since you started tracking.
- Cash refunds — cash handed back for a return.
- Net cash sales — cash sales minus cash refunds.
Note
Payment Tracking only counts cash. Card payments and other payment types
don't change the balance.
Add cash to the drawer
- From the Tracking Session screen, tap Add cash.
- Enter the amount under Cash amount.
- Tap Add, in the top-right corner.
Remove cash from the drawer
- From the Tracking Session screen, tap Remove cash.
- Enter the amount under Cash amount.
- Tap Remove, in the top-right corner.
Note
If the balance on this screen doesn't change right away after adding or
removing cash, back out to Settings and tap Payment Tracking
again — it picks up the new balance when the screen reopens.
End a tracking session
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From the Tracking Session screen, tap End tracking session.
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Tap End to confirm.
Ending a session doesn't change any sales you've already taken — it just
stops the running balance. Payment Tracking in Settings goes back to
Not started until you start a new one.