How to use Petty Cash on SalonIQ

This guide will show you how to process a petty cash payment through SalonIQ

The purpose of Petty Cash is to have a small amount of cash which is kept on the company premises to pay for minor cash needs.

Examples of these payments are; Tea, Coffee, Washing Powder, etc. Usually petty cash does not exceed any more than a £100+.

To process a petty cash payment you will need to remove the money from the till. click on the Menu in the top left > then select No sale

Screenshot 2024-08-14 134816

Once you have returned back with your purchase, you now need to record this in SalonIQ. 

To do this click Menu > Petty Cash, you will then see the below input box.

Complete the outlined information and click SaveScreenshot 2024-08-14 134949

You can add as many Categories by clicking the Add button and selecting the VAT input.

Any petty cash processed will then show on your End of day.

Petty Cash Report

You can also run a petty cash report by going to Menu > Reports > Till > Petty cash

For any questions regarding petty cash transactions please email help@saloniq.com or call 01892 280123 opt.1