Use Petty Cash from the Till

Here is a short video showing you how you can use petty cash from the till:

Steps for Using Petty Cash from the Till

1. Go to POS > Customers.
   
2. Click the + Add New Customer button in the upper left.
3. You will need to create a New Customer with the name Petty Cash (Do this if you want to track this separately from Store Use and/or Store Promotion; if you want all such expenses tracked in a single area, just use a Store Use customer). In the Settings tab, set the customer to be Tax Exempt and to not be eligible for Rewards.
4. Go to Products > Products and create a product called Cash Out. Do not set inventory, cost, or price for the item. On the Advanced tab, make sure that all Tax Rates are un-checked. Save the product. NOTE: As an alternative, if your Service tax rate is already 0%, you can create the Cash Out item under Products > Services. The advantage of this is that you won't have to zero out negative inventory quantities as you will need to do over time with the product version of the item.
5. Load the customer into the Register, and add the Cash Out item.
6. In the line item for Cash Out, set the Price for how much cash you are taking out of the drawer (note: this will be a positive number, prices cannot be negative). In the Quantity field, you will give the line item a -1 quantity. You should not see any tax on the transaction, and the system will treat it as a return.
7. Add Notes to the transaction for the purpose of the cash withdrawal and who it is for, if necessary.
8. In the Return panel, set the funds to go out as Cash for the entire amount.
9. Be sure to print the receipt and keep it in the drawer for your accountant.