Take a cash payment and complete the visit

Open the visit, start the service, take the cash and complete the visit. The tablet works out the change for you.

1. 1Tap the customer's card on the front desk screen to open the visit.0:00
2. 2When the service begins, tap Start Service.0:04
3. 3To take payment, tap Cash.0:09
4. 4If they leave a tip, tap Tip and type it on the keypad.0:14
5. 5Tap Cash received, then the amount they hand you (or Exact). The tablet shows the change to give back.0:22
6. 6Tap Complete payment. Give the change, then tap Done.0:33
7. 7When the service is finished, tap Complete, then Complete again to confirm.0:46

इस वीडियो के कदम पढ़ें

Take a cash payment and complete the visit

1. Tap the customer's card on the front desk screen to open the visit.
2. When the service begins, tap Start Service.
3. To take payment, tap Cash.
4. If they leave a tip, tap Tip and type it on the keypad.
5. Tap Cash received, then the amount they hand you (or Exact). The tablet shows the change to give back.
6. Tap Complete payment. Give the change, then tap Done.
7. When the service is finished, tap Complete, then Complete again to confirm.

How do I take a cash payment?

1. On the front desk screen, tap the customer’s card to open the visit.
2. When the service begins, tap Start Service (if the visit is still Scheduled, tap Check In first).
3. Tap Cash at the bottom. The Cash Payment screen opens.
4. Tip: tap Tip and type the amount on the keypad, or tap a quick choice such as 15%. Leave it at No tip if there is none.
5. Tap Cash received, then the amount the customer hands you: Exact or a quick amount like $50, or type it. The tablet shows Change due.
6. Tap Complete payment. The tablet shows Payment successful and how much to give back in change. Tap Print receipt if they want one, then Done.

How do I complete the visit?

When the service is finished, tap Complete at the bottom right of the visit, then Complete again to confirm. The visit leaves the board. Complete stays greyed out while the visit still owes money: take the rest of the payment first.

Common questions

The customer pays only part in cash

Type the cash they give you in Cash received. If it is less than the total, the tablet shows it as a partial payment with the amount still owed. Take the rest with another payment (cash or Card) before you complete the visit.

It says “Cash must cover more than the tip”

The cash received is less than the tip. Fix the tip or the cash amount.

It says “The cash payment was not recorded” or “No answer from the server”

Nothing was saved. Check the internet connection and tap Complete payment again.

Can I give a discount or use a coupon?

Yes. On the Cash Payment screen use Apply coupon or Custom discount before you complete the payment.

Does the cash drawer open?

Yes, if a cash drawer is connected to the tablet’s receipt printer. It opens after a cash payment.