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.
Below the buttons, you will see your current till’s payment types and balances. This is organized into columns:
- Till ID: This is the name of your current till. The name for your till is set when you start your till for the day. Note: You cannot reuse a previously utilized till name. CheckIn recommends you use a name and the current date for your till IDs.
- Payment Method: This is where you can view totals for each payment method that your store accepts. You can add, edit or remove currency methods in your company settings. To access this, click Settings & Options button on your Menu Screen, and then clicking the Company button on the sub-menu. Within the Company Setup Screen, click the Currency Setup tab. Select which payment types you accept, click the X under the Pmt (payment) Method column.
- CheckIn Till Totals: This will be where all recorded payments you have received from your sales for this till will be listed. These numbers are automatically generated and cannot be edited.
- Your Counted Till Totals: This is where you can enter the value of each currency method you have received from your sales for this till after the totals for each have been counted.
- Starting Amount: This is where you can enter the amounts for each payment method this till will be starting the day with. Typically, you will only start the till with a Cash balance, so all payment methods except for cash will be left blank.
- Difference: This will be where you can see the difference between CheckIn's till totals and your counted till totals. These numbers are automatically generated and cannot be edited.
- Pencil Icon: clicking this icon will open the Till Worksheet screen. on this screen, you can count out the number of each individual coin and bill you have in in your till, and it will be automatically added for you and entered into the Your Counted Till Totals field.
- Create Date: This is the date the till was created.
Setting Up Your Till Preferences
To begin editing workstation settings for your tills, navigate to the Workstation Setup screen. Once on the Workstation Setup screen, enter "till" into the search field. This will display the three settings that are editable for tills. We recommend setting "Use Till Tracking?" to "Y" and setting your starting till amount before utilizing the till feature.
On your Tills screen, you will see the information for your current till. There are also several buttons including: