Can we use a Product called Cash Out - 0 price so enter value manually.
Settle payment using Eftpos for Ticket including both Normal Product (Beer) and Cash Out Product.
Trap Product Sale of Cash Out MenuItem(?) and create a Account Transaction to journalize reduction in CASH taken from the Till.
I would have thought a calculation might be the way…
An automate transaction/document to reverse as cash
Calculation (Sale) --> Transaction to Reverse Calculation (Refund Sale)
Card (Payment) --> Cash (Refunt)
Important bit is obviously not leaving the value as a sale while transferring card payment to cash back (refund as such)
If possible a direct transaction type…
Something like this;
£20 Sales… Correct
Zero balance Receivables… Correct
£30 Card… Correct
(£10) Cash… Correct
Calculation is easily insert-able on a receipt…
Could easily format specifically the cash back calculation to have a line for initialing as cash received…
@pauln saying that depending on your card terminal reports it may well report cash back in a seperate total, have seen machines handle tips in different ways similarly, included in total with tips value seperate or a sales/payment total and tips on separate line.
If that the case just noticed you can have multiple translation types on a calculation so you could probably add a second transaction type to have a side account for ‘cashback payments’ to separate from ‘sales payments’ while still ‘returning/refunding’ the amount from cash…
@pauln May i know how didi you achieved this as i discussed few times but this is what exactly i need , in my country most people ask for cashout with sale . So whatever cashout needs - cash amount in till and report as your screen shot , it would be helpful as compared with my setup iam doing some wrong thanks.
Sorry to ask again , Account Screen showing correct but Yah I do followed and using since few months @JTRTech, but some how the cash amount not showing negative when Eftpos goes up same time the till cash need to be reduced , what I did ( cash=cahout-discount) etc but how can I get it by default? I seen your report how you did it ?
Ive set this up following the screenshots and it works as it should do, to a point.
On my payments report the cash out isn’t deducted from cash making the total wrong. This means that when my staff cash up at night, it will look like we are out 66 baht (the cash back). How do I rectify this?
Second. I would like this to be automatic, ie no need to use the cash out button. We will be using it mostly for tips through credit card, so to make it easy i would prefer if we could just enter the total amount credit card tendered and the excess would be registered as cash change, not credit card. Is this possible?