Set Up 

1. Make a Revenue Account for the Petty Cash Product to map to.
   Go to Manage > Organization & Facility Settings > Revenue Accounts.
    
2. Make a Product* to track Petty Cash-outs. 
   Require a memo for tracking purposes which will prompt staff to put the reason for the petty cash entry.
   *Do NOT add sales tax to this product! This product is for tracking cash removed from the register as petty cash.
   
    

Petty Cash Process

1. Add the Petty Cash product to the cart
2. Add the Memo 
3. Edit the Product* to set the cash amount to be removed from the register
   *Permission Required: Cart: Item Advanced Fields to edit product and set manual price
4. Issue Refund and tender as Cash