Process Cash Pay Customers
Last Modified on 04/20/2026 11:52 am PDT
Pathway: Operations > Inbound / Outbound > Inbound (tab)
For cash-pay customers, 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, then press Enter or Return. A list of matching accounts or sites will be displayed.
- Double click within the row of the desired site/account to display the Create Inbound Order popup window.
Create an Inbound Order
From the Create New Transaction screen, select the account the transaction applies. This will open the Create Inbound Order popup window. Enter all necessary information for the inbound order and click Create to generate the work order.
Note:
The option to set default values for the (inbound) Material and Origin fields is available. The Material default is configured at the facility level as a drop down selection in the Material Type tab, while the Origin is configured at the site level within the Basic Settings tab of the Edit Site screen.
Add Charges and Process a Payment
Once an inbound order is created, an Inbound/Receiving ticket is generated, and the Charges and Payments tabs are displayed within the tab set.
Add Charges
Click the Charges tab to add charges to the inbound order. 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, select 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.
Note:
If a customer pays with cash and the payment amount exceeds what is due, the Change Due is automatically calculated and displayed. This only applies to cash payment types.
Issue a Receipt
To issue a receipt, select the desired option from the "Select Print Format" drop down menu located at the bottom of the inbound order. Click the print icon to generate the receipt in a new window.
Note:
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
Scale Photos Application (NavuNav)
