Cash Register Tickets
Last updated
Was this helpful?
Last updated
Was this helpful?
Cash register tickets are very similar to e.g. invoice documents. The biggest difference is in the fact that cash register tickets are mainly created for individuals that don't need to receive an invoice. Cash register tickets can be issued next to regular invoices.
The document type 'Cash Register Tickets' is something that first needs to be activated in BestInvoicing:
Navigate to the top right corner of the screen (email address) and select 'Apps and Integrations' in the menu.
Check the list of 'Apps and Integrations Related to Documents'.
Click the green button 'Activate' on the line mentioning 'Cash Register Tickets'.
As soon as this document type has been activated, it can be used immediately. A new line 'Cash Register Tickets' will appear in the general BestInvoicing menu to the left.
The structure and layout of a cash register ticket is analogous to that of an invoice.
Haven't created an invoice yet? Take a look at the documentation about and learn how to do this.
When creating a cash register ticket, you are asked to indicate which payment method was used (optional). For example, specify 'Cash payments' if you're paid in cash.
In the summary window of the cash register ticket, there's a ticket button next to the green 'Copy To' button.
Clicking this ticket button will open a print preview of the cash register ticket as how it would look on a traditional cash register ticket printer. The ticket can then be printed via your connected ticket printer.
If your cash register ticket has not been paid straightaway, you can also manually add a payment later. Click the blue 'Actions' button in the summary screen.
You can manually change the status to 'paid': BestInvoicing will indicate that no specific payment has been linked to this status.
You can manually add a payment: this is the way to immediately link the cash register ticket to a payment account. It's best to select this option.
If you click this last option, a pop up will appear:
You can now indicate to which payment account you want to link the payment (e.g. 'Cash payments'). You can review the payment details and if need be, correct the amount. Image only a part had been paid, the ticket will remain 'unpaid' in your overviews. Click the green button 'Create Payment'.
You'll see that a payment was created in the summary window of the cash register ticket:
Via the eye icon you can take a look at the payment details.
If you would take a look at the account to which the payment was linked, in this example the cash payments account, you'll see the payment appear in the list:
Don't you see a drop down menu when clicking the field 'Payment method'? In that case you've probably not set any financial journals in BestInvoicing. how to set this up.
