Enabling Cash Back

Cash back requires PSP support.

In addition to the steps explained in this section, you must also configure a cash drawer and assign an employee to the cash drawer. Configuring Use and Operations of a Cash Drawer contains more information.

  1. (Optional, for reporting) Create a cash back pickup tender.
    1. Select the Enterprise or property, click Configuration, and then click Tender/Media.
    2. Insert a record, name it Cash back, and then click OK.
    3. Double-click the cash back record to open it.
    4. On the General tab, select 3 - Pickup from the Key Type drop-down list.
    5. Select 9 - CASHBACK in the Report Group drop-down list.
    6. Select 17 - Cash in the Print Class drop-down list.
    7. Click the Options tab, and then click the Ops Behavior subtab.
    8. Enable the following options:

      • 1 - Open Cash Drawer

      • 91 - Cash Management Transaction Item

      • 92 - Affects Cash Pull Threshold

      Tracking Tender Transaction Items contains more information about 91 and 92.

    9. Click Save.
  2. Create a Cash Back non-revenue service charge.
    1. Select the Enterprise, property, or zone, click Configuration, and then click Service Charges.
    2. Insert a Cash Back service charge record, and then double-click the record to open it.
    3. Select Cash back in the Pickup/Tender Media drop-down list.
    4. Select Cash in the Print Class drop-down list.
    5. Select CASHBACK in the Report Group drop-down list.
    6. Select the following options:

      • 1 - ON = Open; OFF = Preset

      • 7 - Non-Revenue Service Charge (No Post to Sales)

      • 28 - Cash Management Transaction Item

    7. Click Save.
  3. Associate the Cash Back non-revenue service charge with the tender:
    1. In the Cashback Service Charge drop-down list, select an open amount, non-revenue service charge (Cashback).
    2. Click Save.
  4. Enable Cash Back on the workstation with an attached payment device:
    1. Select the property, click Setup, and then click Workstations.
    2. Double-click the workstation that has a Pinpad attached.
    3. Click the Options tab, and then click the Offline/Misc subtab.
    4. In the Miscellaneous Options section, select 63 - Enable Cashback.
    5. Click Save.