Cashier: quick reference cheat sheet

Menu Paths

Common Tasks — Quick Steps

Sale with immediate payment

1. Go to POS Open in Usystems
2. Scan or select items
3. Choose payment method and collect money
4. Confirm; receipt prints automatically

Sale without immediate payment

1. Go to Invoices → New Invoice Open in Usystems
2. Choose the customer (or leave as walk-in)
3. Add items/services
4. Select Unpaid (or leave blank)
5. Save (do not submit yet)
6. Customer pays later

Customer comes to pay an old invoice

1. Go to Invoices Open in Usystems
2. Find the invoice
3. Click Record Payment (or button to mark paid)
4. Enter payment method and amount
5. Confirm

Accept payment for something already invoiced

1. Go to Payments Open in Usystems
2. Click New Payment or Add Payment
3. Choose the customer and invoice
4. Enter amount and method
5. Save

Customer wants a refund

1. Go to Refunds Open in Usystems
2. Create a new refund or mark the sale as returned
3. Enter amount and reason
4. If cash, give money back; if card, process reversal
5. Print receipt showing refund

Customer asks for a discount

1. If making a sale (POS): look for Discount button before confirming
2. If on invoice: there should be a Discount field; fill it in before saving
3. Always record the discount reason in notes (if applicable)

Daily Checklist

• Log in to Usystems
• Count opening cash
• Test card reader and printer
• Record opening shift (if required)
• Throughout the day: record each sale immediately
• At end of day: count closing cash
• Compare system total to your count
• Report any differences to manager
• Close your shift (if required)
• Hand over money to safe/manager

Key Phone Numbers or Contacts

Ask your manager for these:

• Supervisor's phone number
• IT help desk (for system issues)
• Payment processor support (for card reader issues)

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