Find out here how to complete your end of day cash up if you use the SlickPay card reader in store.
Save yourself up to 7 hours a week tallying and printing PDQ receipts by using the SlickPay card reader in store.
Take a look at the cash up page below. You can find this under menu - cash up.
So, what do they mean?
Total Takings
Cash payments. Payments made in cash.
Card in-store payments. All payments taken through your SlickPay card reader.
Card online via SlickPay. Payments taken from client's card stored on file at the check out.
Other (self-employed card reader, bank transfer). Payments made on other card machines, through bank transfers or PayPal etc.
Card machine total. This editable field is to add card machine total for other card machines.
Tips
Vouchers
Vouchers sold (cash). Vouchers sold and paid for in cash.
Vouchers sold (card in-store). Vouchers sold and paid for using your SlickPay card reader.
Vouchers sold (other). Vouchers sold and paid for on other card machines, through bank transfers or PayPal etc.
Total deposits taken
Cash. Deposits paid for in cash.
Card in-store. Deposits paid for using your SlickPay card reader.
Card online/requested via SlickPay. Deposits paid for online by clients when making a booking or through the link sent to them via 'deposit request'.
Other. Deposits paid for on other card machines, through bank transfers or PayPal etc.
Petty cash
To record petty cash, enter the amount you have spent in the 'Petty Cash Out' box and then a note in the 'Note' box. Make sure you then press SAVE on the bottom left of the Cash-up page!
This information will then populate the 'Petty Cash Log' at the bottom of the cash up page
SlickPay via Stripe
This section will detail your payments taken through your SlickPay reader under 'card in-store' and the payments where you have charged a clients card on file remotely under 'card on-file'.
Logs
The final section of the cash up, as you see here, contains the logs and details of client bills.
To export your transactions into a spreadsheet, click 'Download Full report'. This will trigger a spreadsheet to be downloaded, as you see here.
To print your Cash up Page, click 'Print / Save as PDF'. This will trigger a preview PDF that you can download/save and then print from your downloads folder.
Note - This will print your cash up page AND the client bills section.
To edit the printing and ensure you print only the cash up and NOT the client bills, please edit the 'Pages' section you see on the print pop up window. This will allow you to select 'custom' and then only print pages 1-2.
If you have further questions that haven't been answered in this article then please reach out to us on Live Chat via the chat bubble in the bottom right corner!