How to Add Pay In/Out's from the Portal

Pay In/Out's are a super-easy way to adjust the total cash within an open till. While previously this ability to add pay in/out's was only available directly on the terminal, users are now able to add these directly from the POSaBIT Portal. 

 

Pay In/Out's can only be added to open tills. If the till has been closed you will need to first re-open the till by clicking on the blue "re-open" button in the top right-hand corner of the screen.

 

Follow these steps to add pay in/out's using the POSaBIT portal:

  1. Login to the POSaBIT web portal.
  2. Select "Tills" from the Sales dropdown at the top of the screen.
  3. Locate the till you would like to add a pay in/out too. Note, you may have to adjust the filters on the left side of the screen to locate the till you want.
  4. Once you have located the till you would like to add a pay in/out too, press on the reference number to view the till details page.
  5. Scroll down until you see the section labeled "Paid In/Out", here press the green "Create" button to prompt for a new pay in/out.
  6. A pop-up window will now appear, on this pop-up enter the adjustment amount and reason for the adjustment. Note, if you are taking money out of the till (AKA Pay Out), use a "-" before the number.
  7. Finally, press the blue "Save" button to apply the new pay in/out to the till.

 

ezgif.com-gif-maker__41_.gif

For additional assistance please reach out to POSaBIT support @ 1 (855) POSaBIT OR SUPPORT@POSaBIT.COM



How did we do?

Powered by HelpDocs (opens in a new tab)

Powered by HelpDocs (opens in a new tab)