Payment Tracking can be used to monitor cash activity during a sales period. It helps you balance your cash drawer regularly and hold employees accountable for the cash they handle.
To enable Payment Tracking, tap the menu icon at the top-left corner of the app.
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In the menu, select Settings.
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Then, under the Store section, click on press to start to the right of Payment Tracking.
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You will then be prompted to enter a starting cash amount for the payment tracking session.
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In this example, we are adding $20.00 to the cash drawer. After entering the amount, tap the Start button in the top-right corner.
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Once Payment Tracking is enabled, the app will automatically track all incoming and outgoing cash transactions.
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To process a transaction, tap the Cart icon in the menu.
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In this example, we added $13.98 worth of products to the cart.
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Go down to the bottom of the screen and click the blue Checkout button.
Then in the Select payment type screen click on Cash.
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For this example, the customer is paying with $15.
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Below is the completed transaction showing change due is $1.02.
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If you return to Settings, you will see that the Payment Tracking total is now $33.98.
That total reflects the original $20.00 starting amount plus $13.98 in cash sales.
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Tapping Payment Tracking will open a screen where you can:
- remove cash
- add cash
- end the cash tracking session
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To end the session, tap the red End Tracking Session button. A confirmation window will appear asking if you want to end the current tracking session.
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That’s all you need to do to track your cash transactions in the Point of Sale mobile app.