How to add Cash & Card accounts

MENU PATH

POS Admin: Base->Payments->Cash

CASH ACCOUNTS

On this page, you can define cash Accounts.

If you accept different currencies in the cash payments, then you have to define different “Cash Accounts” in the system like “USD Cash”, “CAD Cash”, “Euro Cash”, “GBP Cash” etc.

But If you get all the cash payments in one currency that is your base currency like USD, then you just need to define one cash account here named “Cash” or “USD Cash” or any other name that you prefer.

CARD ACCOUNTS

If you have Integrated LimeOrder Pos Software to one of the integrated Payment Terminals, then whenever you get the payment, LimeOrder Pos App will automatically send the order balance to the payment terminal and you don’t need to punch the amount in the payment terminal manually ( read more about how to integrate to Payment Terminals ).

In this case you don’t need to define any “Credit Card” and “Debit Card” account here.

But if you have not integrated LimeOrder to any payment terminal and you punch the order balance on the terminal manually, then in order to track the payments , it is better to define two other accounts named “Credit Cards” and “Debit Cards” here .

You can alternatively define different cards by their names here too.

Please contact Support for the list of Payment Terminals that are fully integrated to LimeOrder POS Software for Restaurant & Retails.

NOTE: All of these accounts will be used in the “Payment” form, “Open Shift”, “Close Shift”, “End Of Day Report” etc.

HOW TO:

Click on the “Cash & Cards” on the left side menu.

Input the name of the cash account ( e.g. “USD Account” ) or Credit Card Account ( e.g.”Credit Cards” ) and choose the Currency Type from the dropdown list. Then click on the “Save” button to save the newly added account.

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