Utilizing and Setting up Tills

Organizing your cash flow is integral to retail success, and CheckIn puts all of your sales and cash information in one easy place.

Accessing the Tills screen

You can access your tills screens on your Invoice Dashboard screen by selecting the Till button at the top of the screen. If you have not already created a till for the day, you will be prompted to do so. The Till name is automatically generated based on the current date and the name of the workstation.

• Payment Detail: clicking this will generate a report detailing the payments taken on this till.

• Sales Journal: This button will open a search box where you can search for a sales report by whatever parameters – for instance, by dates, departments, or customers – you would like to view.

• Till Summary: This will open a Report screen which will allow you to view a summary of the till’s current totals.

• Post Till: This will close out and post your till for the day and prompt you to print out any relevant reports.