Articles in this section

How to use Cash register feature?

  • Updated

Amberlo allows you to create a Cash register account and use it for transactions.

 

1. How to Create a Cash register account?

  1. Go to the Accounts module.
  2. Click the button +.
  3. Select Account Type - Cash register.
  4. Enter relevant data and click the button Add:

mceclip0.png

Cash register account will be displayed on the Accounts list:

mceclip1.png

You can easy edit or delete a Cash register account using the button Edit and Remove:

mceclip2.png

 

2. How to use a Cash register account?

Once the Cash register account is created, you can click on it (1) to go into it:

mceclip3.png

mceclip4.png

In the Cash register account you can Transfer or Disburse funds, add transactions, generate Cash Receipt, or generate transactions Report, using the buttons Transfer, Disburse, +, or Report:

mceclip6.png

 

2.1. How to add transactions and create a Cash Receipt?

Once the Cash Register account is created, you can add transactions and generate the Cash Receipt:

  1. Go to the Cash Register account and click the button +.
  2. Enter relevant data into the Add Transaction window, and mark the checkbox Create cash receipt.
  3. Click the button Add:

mceclip10.png

Amberlo will generate the Cash Receipt. You can change the language (1), download, print (2), or close (3) it:

mceclip11.png

 

2.2. How to use a Cash register account by adding Payment to Bill?

Once a Cash register is created and a transaction was added, you can select a Cash register account to add the Payment to the Invoice:

  1. Open an invoice and click the button Paid.
  2. Select Payment source - Cash register.
  3. Click the button Add:

mceclip7.png

 

2.3. How to generate the Report?

Once you have transactions in your Cash register account, you can generate the Report:

  1. Go to the Cash register account and click the button Report.
  2. Generate report window will be opened. Check the data, do selected changes if you need them.
  3. Click the button Generate:

mceclip8.png

The Report will be generated. You can change the language (1), download or print the report (2), or close it (3):

mceclip9.png

 

 

 

We hope this will help you to start using it smoothly. If you have any questions or feedback, please feel free to contact us via support@amberlo.io. We are always happy to hear from you!

Related articles