Making Cash Register Adjustments

InFlo’s Payout feature allows you to manage adjustments to your register that are not directly tied to a transaction. You have two options:

• Credit: Adds money to the register. This is commonly used when additional cash is added to the register, such as change or float increases.
• Debit: Subtracts money from the register. This is typically used when paying fees or making other withdrawals from the register.

You also have the option to attach supporting documentation, such as photos of invoices, receipts, or other relevant records, to keep track of all adjustments.

Create a Credit Payout

1. Use the Search Bar in the top banner and type Cash Process.
2. Open your Open Cash Process and navigate to the Payouts tab.
3. Click Add and select Register Credit from the available options.
4. Enter the amount for the credit payout (this is required).
5. Add a description detailing the reason for the payout (this is required).
6. If applicable, upload a document or image (e.g., receipt or invoice) to support the payout.
7. Click Create.

Create a Debit Payout

1. Use the Search Bar in the top banner and type Cash Process.
2. Open your Open Cash Process and navigate to the Payouts tab.
3. Click Add and select Register Debit from the available options.
4. Enter the amount for the debit payout (this is required).
5. Add a description detailing the reason for the payout (this is required).
6. If applicable, upload a document or image (e.g., receipt or invoice) to support the payout.
7. Click Create.