POS / Payments and expenses
Expenses, advances and other income
Record counter expenses, settle advances with receipts and distinguish cash-drawer funding from other sources.
Choose the right entry
Open Expenses with an open counter. Viewing the menu does not itself grant cash-movement write access.
| Entry | Use it for |
|---|---|
| Advance | Money given now; the final bill will be settled later |
| Direct expense | An exact final expense with no later advance settlement |
| Other income | Non-sale cash received into the current register |
Record and settle
- Use the add action and choose the correct entry type.
- For an expense, choose Category and Paid to, enter Amount, Purpose and any Notes. For an advance, set Receipt due when relevant.
- Choose the true Funding source. Cash drawer affects the register; record other funding accurately instead of forcing a drawer expense.
- Attach or capture the receipt for a direct expense when needed, then submit.
- Open an unsettled advance, enter Final bill amount, attach the receipt and record settlement notes. Check the displayed return or extra-payment difference before saving.
Screenshot coming soon
Expected result
Review the saved entry and its status. Receipt submission or settlement may still await review; do not describe it as approved until the status confirms approval. Recording other income does not create a product sale. Review these movements when comparing expected and counted counter cash.