Cash Discounting Guide

Overview

This article describes how to configure a Genius location to use the Cash Discounting feature, and how cash discounts are displayed in the POS and on printed receipts.

Configuring a Cash Discount

1. In the Admin Console’s Main Menu, click Account Menu, then click Discounts/Promotions.
2. In the Discounts/Promotions screen, click New.
3. In the New Discount/Promotion panel, in the Item or Ticket Level list, select Ticket.
4. Select the Cash Discount check box.
   The program will automatically enter “Cash Discount” in the Name box. It will also automatically enter the value from the Cash Discount Amount setting in the Billing screen in the discount’s Default Amount box.
5. Enter or set the other necessary settings for the discount.
   If necessary, you can enable the Tippable and Apply Post-tax options.
6. Click Save.

Cash Discounts in the POS

Once you define a cash discount in the Admin Console, the POS will apply it automatically to any ticket paid in full with the cash tender. When the POS applies a cash discount, it displays the discount as a separate item on the ticket. You cannot apply the cash discount manually; if you access the Adjustments screen, the POS will not include the cash discount in its list of available adjustments.

In its totals area, the Checkout screen displays separate lines for the ticket’s Total Due (the total paid with credit or other tenders) and Cash Total Due (the total paid with cash). It also displays a tax amount calculated from the Total Due. When you add a cash payment to a ticket, the POS recalculates the tax total based on the Apply Post-tax setting in the Admin Console.

In the Checkout screen, the quick tender options will display amounts rounded up to the nearest dollar, even when displaying the ticket’s remaining total amount due. The POS displays these options with rounded cash amounts because most cash payments have full dollar amounts and do not include exact change.

Cash Discounts in the Customer Display

In the Customer Display, the Total and Cash Total will display on separate lines.

Cash Discounts in Receipts

Printed customer receipts also feature the Total and Cash Total on separate lines.

Payment receipts include the total cash discount amount right above the Subtotal. The amount is accurate, with a Change Due amount of “.00”.

Notes

• The POS will not apply a cash discount to credit card, gift card, or custom tender payment types.
• As with non-cash discounts, you cannot apply a cash discount to any menu item with the Prevent Discounts setting enabled (in the Items Settings screen).
• You can apply other discounts to a ticket with a cash discount.
• You cannot apply a cash discount to a partial payment, but you can apply them to a split ticket.
• Once a ticket is fully paid with cash, you cannot remove the cash discount.
• You can apply a cash discount to a ticket with positive adjustments (such as delivery charges or gratuities), but cash discounts do not apply to such positive adjustments.
• Customer display displays cash and credit total both on the screen.