This document outlines how to do a cash paid in/out in the POS.

Getting Started:

To do a cash paid in/out in Heartland Retail POS, follow these steps:

  1. In the top navigation menu in the Heartland Retail dashboard, click the “Point of Sale” link.

This will bring you to the Point of Sale.

Creating a cash paid in/out

  1. Click the “Menu” button in the top left. It’s a button with three horizontal lines.

The menu panel will appear on the left side of the screen.

  1. Click “Cash Paid In/Out”

The Cash Paid In/Out dialog will appear.

  1. Select the type by choosing from the “Type” drop down menu.

  2. Type in the amount of the Cash Paid In/Out in the “Amount” text field.

  3. Select a “Reason” from the drop down menu.

This reason will be shown in the Cash Paid In/Out table in the POS. You’ll notice that the user is already assigned to the Cash Paid In/Out. Add a note, if applicable.

  1. Click the “Complete” button.

A window will confirm the dollar amount that was been added or subtracted from the stated cash drawer.

  1. Click the “Close” button.

You have successfully completed a cash paid in/out.

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