Payouts

This is a Clearview Verifiable Feature. Click to know more.

The Payouts page is used to track daily payouts made (like tipping a delivery person, paying the window cleaner, etc.) using cash from the cash register.

Depending on the POS type that you use, these details may be transmitted to CLEARVIEW automatically or may have to be entered manually.

Transactions entered on this page will not alter sales but will affect cash deposits.

This page begins with a filter that you can use to select the Area*, Store and Date for which you'd like to view (or update) payouts.

The following information is displayed on the page:

Paid To: The name of the person or organization that the payment was made to.
Category: The category in which the payment is grouped.

Click here to learn how to create, edit and delete Payout Categories.
Cashier: The cashier that made the payment.
Station: The register from which the payment was made.
Amount: The base amount (before taxes) of the payment made.
Tax^: The taxes on the base amount, if applicable.
Total: The total payment made.

Total = Amount + Tax^
Flags: Indicates actions performed on the payout.
- M: The payout was manually created in CLEARVIEW (payouts without this flag were imported from the POS system).
- Audit: The payout was edited.
  
  Click on the Audit button to see the changes made to the payout.

TO ADD A PAYOUT:

Open the Payouts page.
Select the Area*, Store and Date for which you want to add the payout from the drop-down lists.
Click on the Go button.
Click on the Create button.
In the Payout Entry window:
1. Select the Cashier (if applicable) from the drop-down list.
2. Select the register or counter from which the payment was made from the Station drop-down list.
3. Select the type of payment from Category drop-down list.
- To create a new Category:
  1. Click on .
    
    In the Create Payout Category window:
  2. Enter the name of the category you want to create in Description.
  3. Enter a number in Sequence (this number determines the order in which the categories will appear in the drop-down list).
    - It's a good practice to avoid assigning consecutive numbers when creating categories the first time and instead use numbers with large gaps between them (for example, 10, 20, 30 and so on). That way, in the future, new categories can easily be inserted in between as required.
    - If you would like the categories to be displayed in alphabetical order, set the sequence for all categories to the same number.
  4. Click on the Create button.
1. Enter the name of the person or organization that the payment was made to in Paid To.
2. Enter the base amount (before taxes) of the payment made in Amount.
3. Enter the taxes on the base amount in Tax^.
4. Click on the Create button.

TO ADD MULTIPLE PAYOUTS:

Open the Payouts page.
Select the Area*, Store and Date for which you want to add the payouts from the drop-down lists.
Click on the Go button.
Click on the Create button.
Click on the Bulk Entry button.
In the Daily Entry - Payouts - Bulk Entry window:
1. Select the Cashier (if applicable) from the drop-down list.
2. Select the register or counter from which the payment was made from the Station drop-down list.
3. Select the type of payment from Category drop-down list.
- To create a new Category:
  1. Click on .
    
    In the Create Payout Category window:
  2. Enter the name of the category you want to create in Description.
  3. Enter a number in Sequence (this number determines the order in which the categories will appear in the drop-down list).
    - It's a good practice to avoid assigning consecutive numbers when creating categories the first time and instead use numbers with large gaps between them (for example, 10, 20, 30 and so on). That way, in the future, new categories can easily be inserted in between as required.
    - If you would like the categories to be displayed in alphabetical order, set the sequence for all categories to the same number.
  4. Click on the Create button.
1. Enter the name of the person or organization that the payment was made to in Paid To.
2. Enter the base amount (before taxes) of the payment made in Amount.
3. Enter the taxes on the base amount in Tax^.
4. Repeat steps a to f for each additional payout that you want to add.
5. Click on the Create button.

TO EDIT A PAYOUT:

Open the Payouts page.
Select the Area*, Store and Date for which you want to edit the payout from the drop-down lists.
Click on the Go button.
Click on the Update button next to the payout that you want to edit.
In the Payout Update window:
1. Make the changes as required.
2. Click on the Update button.

TO DELETE A PAYOUT:

Open the Payouts page.
Select the Area*, Store and Date for which you want to delete the payout from the drop-down lists.
Click on the Go button.
Click on the Update button next to the payout that you want to delete.
In the Payout Update window:
1. Click on the Delete button.
2. Click on the OK button in the verification pop-up box.

TO AUDIT A PAYOUT:

METHOD 1:
1. Open the Payouts page.
2. Select the Area*, Store and Date for which you want to audit the payout from the drop-down lists.
3. Click on the Go button.
4. Click on the Audit button next to the payout that you want to audit.
METHOD 2:
1. Open the Payouts page.
2. Select the Area*, Store and Date for which you want to audit the payout from the drop-down lists.
3. Click on the Go button.
4. Click on the Update button next to the payout that you want to audit.
5. Click on the Audit button in the Payout Update window.

Associated Settings

Payout Categories controls the categories that can be selected for payouts.
Check List controls all check lists for the organization.

^or HST or GST and/or PST or VAT/VAT Exempt (as per your location)

*optional section or field that may or may not be visible depending on the settings selected, whether the supplier is integrated or not, etc.