Cash Payout Presets

The Cash Payout Presets section of the Account Settings page allows you to define and manage preset reasons for cash payouts, helping your store maintain consistent records and minimize manual entry errors during shift operations. Cash payout presets improve accuracy, speed up register transactions, and simplify cash tracking and shift audits. They're especially helpful in multi-attendant or high-volume stores. An employee does not have to type out a reason for a cash payout if they select a preset from the dropdown that appears on the Cash Payout screen.

If the Require Preset Reason for Cash Payouts setting is enabled, employees must select a preset to give a cash payout; however, they are still allowed to type a reason as well for additional context if desired.

System presets cannot be deleted, but any custom entries can be removed using the red trash can icon next to them.

Add New Cash Payout Reason

To create a new preset:

1. Type a reason into the New Cash Payout Reason field.

2. Click the Create button.

   

The new preset will appear in the list immediately and be available for use on the Register screen.