Skip to main content

Search

We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Cash Drawer Transactions

  • Updated:

This article will show you how to utilize the Cash Drawer in the Invoicing System module. The Cash Drawer Transactions screen allows you to search for any cash drawer transaction by date, category, or customer name.

 

 

Instructions

  1. Sign in to your site
  2. Navigate to Invoicing System and select Cash Drawer
    Invoicing System tab with cash drawer selected in left navigation menu.
  3. Use the search parameters to adjust transaction results
    Search parameters.
    Note: By default, transactions are searched within the date range/window of going back 3 months from the current date.
  4. To add additional fees, click the Add Fee Transaction button
    Add fee transactions.
    1. On the Record Fee Charges screen, users can configure and add fee details as well as assign a customer account to the fee
      Record fee changes.
  5. Once any applicable fees have been added or search parameters adjusted, click Search Fee Transactions
    Search fee transactions.
  6. To print a PDF of the results, click Print Search Report
    Print search report.

Comments

Let us know what was helpful or not helpful about the article.

0 comments

Please sign in to leave a comment.