CRM › Utility Cashiering & Payments
Cashiering
The counter: open a drawer session with its float, find the account, take cash, check, card or money order, take a deposit, ask for a void, close with the count.
Where to find it
- Module: CRM
- Group: Utilities
- Section: Utility Cashiering & Payments
- Screen: Cashiering
Address in the console: /crm/util-cashiering
Workspace · 0 columns
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.