How To Do a Paid-In In Toast

Updated 5 months ago

Money comes and money goes but in this article we put money in.


How to do a Paid-In in Toast?



We do not do a great deal of paid-in's, however there are a few cases where you will need to do a paid-in.  Once of the main reasons to do a paid-in is when a server needs to make a payment for their personal health insurance.


Please see Which Paid-Out or Paid-In Should I Use for information on which code you should use to track your paid-in.


Paid-ins in Toast are called Cash In and done trough the cash management screens and require manager level access.



1. From the Main Menu, click on Cash Drawers under the Cash Management section.



2. You will need to select the Cash Drawer to enter the Paid In / Cash In to.



3. Within the drawer, click on the Cash In button.



4. Specify the reason in the comments for the Cash In and click OK.



5. Enter in the amount of the Cash In and click OK.





Reverse a Cash In


1. If you need to reverse this transaction, from the Main Menu select Cash Drawers from the Cash Management section.


2. Select the drawer the transaction occurred on and then select the Cash In to reverse. Click on Undo Entry.