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Adding, Editing and Deleting Cash Paid In/Out Reasons
Adding, Editing and Deleting Cash Paid In/Out Reasons
Bill C. avatar
Written by Bill C.
Updated over 4 years ago

This document outlines the procedure for adding or editing cash paid in/out reasons within Heartland Retail.

Getting Started

To access cash paid in/out reasons in Heartland Retail, follow these steps:

  1. In the top navigation menu in the Heartland Retail click the "Settings" link.

  2. In the Settings menu, click the "Reason Codes" tab on the left hand side

  3. Click the "Cash Paid Adjustment Reasons" link.

This will bring you to the “Cash Paid In/Out Reasons” page.

Adding a New Cash Paid In/Out Reason

  1. Click the “New” button

  1. Enter the name of the new adjustment reason in the “Name” text box.

  2. Enter a description of the new adjustment in the “Description” text box.

  3. Click the “Save” button.

Note: A green success “Saved” message will flash confirm your text has been saved. You’ll notice that a switch indicating the cash paid in/out reason is now “Active” has appeared. To make the cash paid in/out disabled simply move the switch to the “Disabled” position.

Editing a Cash Paid In/Out Reason

  1. Click the name link of the cash paid in/out reason you wish to edit.

  1. Edit the name of the new adjustment reason in the “Name” text box.

  2. Edit a description of the new adjustment in the “Description” text box.

  3. Click the “Save” button.

Deleting a Cash Paid In/Out Reason

  1. Click the “Delete” link to the left of the name of the reason you wish to delete.

  2. Heartland Retail will ask you to confirm that you want to delete it. Click the “Yes” button.

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