Set up cash register

The Cash register in Front Office Manager allows you to record and process on-site sales. You can use it to sell items such as merchandise, rental equipment (e.g. barbecue), or other add-ons, and collect payments directly from clients. It supports multiple payment methods (cash, PIN, credit card, cheque) and can generate receipts either physically or as a PDF.

Make sure you complete the following configuration steps first:

• Set up cash accounts, one per payment method (e.g. cash, card, cheque, ANCV (in France)).
• Configure cash articles.

Use the cash register

Once all configurations are in place, you can start using the cash register to handle sales on locations.

1. Navigate to Front Office Manager and select the Cash register menu item.
2. Select the category of the item you want to sell.
3. Select the item or cash article within that category.
4. Update the quantity, or add additional items if needed.
5. Click on the Pay button.
6. Enter the amount received.
7. Choose between the tab Cash or Cheque and choose one of the available payment methods.
8. Print a receipt if required:
   1. Physical receipt printing works automatically when printers are configured and linked to employees. You can uncheck the option if a receipt is not required.
   2. PDF receipt printing requires:
   3. A feature flag.
   4. A template with context, Reservation and document type Payment.
   5. The report linked to the applicable roles in Back Office Manager.
9. Click on Save transaction to charge the payment.

Managing split payments

There can be multiple payment methods, for example, part cash or part card. Each payment is accurately recorded in the corresponding cash account.

1. Begin the payment process.
2. Enter the amount the customer has to pay with the first payment method (e.g. cash).
3. Confirm the payment for that part.
4. Select the second payment method (e.g. card) for the balance.
5. Enter the amount and confirm the payment.
6. If needed, repeat for additional payment methods until the total sale is fully paid.