📝 Overview
Cash is an offline payment method. Once you've enabled it, you can record a purchase as paid by cash and then confirm it when the money is in hand. This guide covers enabling cash payments, recording a cash purchase, and confirming it on receipt.
You can record all the payments you receive in cash, so your records stay accurate even when a customer pays you in person.
🛠️ Enabling Cash Payments
Before you can record cash payments, you'll need to enable cash as a payment method. Go to your settings, open the Collect Payments section, and on the Payment Methods page click Activate next to cash.
Enabling cash payments defaults to allowing all your customers to pay by cash for all purchase types. You can control this by clicking the edit usability link in your payment settings and overriding the defaults for different customers.
💡 For more on overriding payment method defaults for individual customers, see the guide here.
💵 Recording a Cash Payment
With cash payments enabled, you'll have the option to record a purchase as cash — for example, when a customer hands you cash for a class pack.
Once you've added the payment, it will appear under To-dos ➜ Offline Payments, where you mark it as confirmed when you receive the cash.
💡 For more on confirming, voiding, editing, and managing your pending offline payments, see the guide here.
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
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Click the arrow to view frequently asked questions
Do I have to let all customers pay by cash?
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Click the arrow to see the answer
No. Enabling cash defaults to allowing all customers to pay by cash for all purchase types, but you can change this. Use the edit usability link in your payment settings to override the defaults for different customers. See the guide here.
How do I confirm a cash payment once I've received it?
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Click the arrow to see the answer
A recorded cash payment appears under To-dos ➜ Offline Payments. Open the Actions menu next to it and mark it as confirmed once you've received the cash. For full details, see the guide here.
What happens if I don't confirm a cash payment?
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Click the arrow to see the answer
It remains as a pending offline payment under To-dos ➜ Offline Payments until you confirm it on receipt of the cash, or void it if it's no longer required.