Process Cash Pay Customers
Last Modified on 04/10/2025 11:51 am PDT
Pathway: Operations > Inbound / Outbound > Inbound (tab)
For cash-pay customers, scale operators should consider using the following inbound scale process to ensure all transactions are captured and to enhance scale house efficiency. For more information on setup and scale ticket creation for non-cash-pay customers, refer to the Scale Setup and Inbound Ticket Creation articles.
Search for the Designated Cash Pay Site
- Select a Facility from the Inbound/Outbound screen.
- Click on the green 'Add' icon and select 'Create Inbound Order (F5).' This will open the Create New Transaction screen.
- Select 'Site' as the search type, enter the name of the cash pay account, and press Enter or Return. A list of matching accounts or sites will be displayed.
Create an Inbound Order
From the 'Create New Transaction' screen, select the account the transaction applies. This will open the 'Create Inbound Order' screen. Enter all necessary information for the inbound order and click 'Create' to generate the work order.
Add Charges and Process a Payment
After an inbound order is created, a Service Record (work order) is generated. To process a payment, select the Payments tab on the service record and enter the payment type and amount and click Save. After processing the payment transaction, update the service record's Work Status to 'Completed'. Future retrieval of completed service records are available in the History tab of the Inbound/Outbound screen, organized by date.
Add Charges
Click the Charges tab to add charges to the service record. Once the charges are applied, payment will be required to complete the work order.
Process a Payment
To process a payment for a cash pay customer, go to the Payments tab and choose the payment type from the drop down menu. The Payment Amount will auto-populate based on the applied charges. Complete the payment and click Save.
Issue a Receipt
To issue a receipt, select the desired option from the "Select Print Format" drop down menu. Click the print icon to generate the receipt in a new window, where you can choose to save and email it externally or print a copy to hand to the customer. Default the receipt option in the Default Scale Ticket Format field in Facility Setup > Update Facility > Inbound / Outbound [tab].
Related Article
Scale Setup
Inbound Ticket Creation
