Issue: You have a physical cash or cheque transaction (Pre-Payment) that needs adding to a Till balance so a customer can use these funds at the Till. These funds have not been processed via your online payment provider and need adding to a Customer Account Till balance for use on the POS.
NB. Please do not record Pre-Payments in the SumUp back office under any circumstances as these amounts will not filter back into Tali>Till and the Named balance will not be correct.
Solution: You need to either record these Pre-Payments in Tali manually or manually add to your online payment software, ie. ParentPay sQuid etc. so the monies can filter into Tali. Do not do both.
No login to Tali? Ask your Pebble Administrator to add you as a User.
Method - Adding to Tali
Add cash, cheque or Direct Income to Tali to the MEALS account code>Name of Customer like this in Tali;
Select Transactions > Enter Income
Choose the MEALS Account to enter the Income
Enter the Description, e.g. Dinner Credit
Enter the transaction Type as Cash/Cheque/Direct Credit. If you want to split the income received to for example a sibling, Type must be either Cheque or Direct Credit
Enter the Date the Income was received
Enter the Amount of Income received
Choose a Name, who the money was received from - this will credit that Name Meals Account with these funds, the Name must be part of the Till Group (Till Group Column)
Click Save or Save & Print.
View 'Enter Income' video here