Cash Drawer Transactions

This article will show you how to utilize the Cash Drawer in the Invoicing System . The Cash Drawer Transactions screen allows you to search for any cash drawer transaction by date, category, or customer name.

Instructions

1. Sign in to your site

2. Navigate to Invoicing System and select Cash Drawer:

3. Use the search parameters to adjust transaction results:

   Note:
   By default, transactions are searched within the date range/window of going back 3 months from the current date.

4. To add additional fees, click the Add Fee Transaction button:

   1. On the Record Fee Charges screen, users can configure and add fee details as well as assign a customer account to the fee:

5. Once any applicable fees have been added or search parameters adjusted, click Search Fee Transactions:

6. To print a PDF of the results, click Print Search Report: