Enable Cash Discounts – Prior Releases

Cash discounting is enabled by Admin Users.

1. From Home, tap Settings.
2. Choose Account.
3. Confirm that Cash Discount tab is selected.
4. Enable Cash Discount.
5. Enter a Cash Discount amount. Cash discounts are always a percent discount.
6. Choose Cash payment receipt message and type a message to display on cash-paying customer receipts. This receipt message is optional.
7. Choose Non-Cash payment receipt message and type a message to display on receipts for customers paying with non-cash tender. This receipt message is optional.
   • Tip! Use variables in receipt messages to customize receipts. The variable {%disc} in a receipt message will display the percent discount applied. For example, for a 10% discount, the message: “A {%disc} cash discount has been applied” will appear as “A 10% cash discount has been applied”. Similarly, “You have saved {$disc} by paying with cash” will display the customer’s total dollar savings. If a customer saved $15, the message “You have saved {$disc} by paying with cash” will read: “You have saved $15 by paying with cash.”
8. Press Save.

Cash discounting is activated for entire categories and subcategories in the Items section.

Activate Cash Discounts for a Category:

1. From Home, tap Items.
2. Select Categories.
3. Choose a category. Use the green arrows to scroll through a long list of categories.
4. Enable Allow cash discount.
5. Press Save.

Activate Cash Discounts for a Subcategory:

1. From Home, tap Items.
2. Select Categories.
3. Choose a category. Use the green arrows to scroll through a long list of categories.
4. Choose a subcategory.
5. Enable Allow cash discount.
6. Press Save.

Use Advanced Item Search to pull together a specific group of items. Then activate cash discounting for that specific group of items.

1. From Home, tap Items
2. Choose Items List.
3. Within Items List, use search options to pull together a specific group of items.
   • Search for specific terms by clicking on a column heading, such as Item.  Then type into the Start typing search string field. For example, to find all instances of ’30’ within an Item description, click on the “Item” column heading, then type “30” into the Start typing search string field.
   • For a robust search of the entire Items List, click on Advanced Item Search.
4. View search results.
5. Tap Modify All List Items.
   • Note: Select Modify All List Items to modify all items displayed on the Items List screen. Before you modify a list of items, confirm that the items listed in the window are intended.
6. Double-click to enable Cash discount.
7. Press OK.
8. Tap Yes to confirm.

Cash discounts are activated for individual items within Item Details.

1. From Home, tap Items.
2. Choose Items Details.
3. If the item’s record is not appearing, tap List to pull up a list of items.
4. Choose an item. Scroll or use search options to find an item.
5. View the item’s record. Review the description fields to confirm that the correct record displays.
6. Enable Allow cash discount.
7. Press Save.

In the following scenario, a cash discount is applied to an order.

The Set-up: Cash discount On, Customer service fee Off

Cash Receipt
A cash discount of 3.5% is applied:

Item Total: $20.21
Cash Discount: – $0.71
SubTotal: $19.50
Total: $19.50