Cash Drawer: Pay In / Payout (Lifelong OS) #
Making a Payout #
Tip: This option is used when you are taking cash out of the drawer.
Open the Main Menu #
Click on the three bars in the top left corner.
Select the Sales Tab #
Click on the Sales tab.
Click the Cash Payout Button #
Select the Cash Payout button.
Enter Payout Details and Confirm #
Enter the payout amount.
- Add a comment (optional).
- Select a reason using the dropdown menu (e.g., End of Day Drop, Shift Drop, Vendor, etc.).
- Click OK to complete the payout.
Payout Reason Options #
Tip: Your dropdown options may vary. If you would like custom terminology added, please contact support for assistance.
Commonly used reasons include:
- Drop
- End of Day
- Vendor
- Cash Tips
- Pay Out
Access the Payout Report (Backend) #
Tip: To locate payout reports in the website backend, go to Sales > Report > Report Type: Payouts.
Making a Pay-In #
Tip: This option is used when you are adding extra cash to the drawer.
Access the Pay-In Option #
Follow the same steps used to access the Cash Payout section, and select the Pay-In option.
Enter Pay-In Details #
Enter the amount being added to the drawer and confirm the transaction.
Verify Pay-In in Reports #
To verify the pay-in amount, click on Daily Report or Shift Report.
Confirm the Pay-In Amount on the Report #
The report will display the recorded Pay-In amount.
Related: Cash Drawer Open / Close Shift #
For additional guidance, refer to the Cash Drawer: Open / Close Shift documentation within your knowledge base.
