付款跟踪

跟踪访问是在您的商店中发生交易的一段时间。您可以使用跟踪访问定期结算您的现金抽屉,并让员工对他们处理的资金负责。

如果您删除并重新安装 Shopify POS 应用,则会丢失设备已保存的跟踪访问数据

从后台中进行现金跟踪

备注:此功能仅适用于使用 Shopify POS Pro 的商家。

您可以通过点击 POS > 概览 > 现金跟踪访问后台查看您的现金跟踪访问。您可以为显示的信息选择地点和日期范围。您还可以点击导出,以将所选信息导出到 CSV 文件中。

差异摘要

差异摘要是预期金额以及所选地点在一定时间内发生的所有访问实际统计结果的概况。开始时的差异显示上一次访问结束时报告的金额以及访问开始时统计的金额。结束时的差异通过添加开始时统计的金额和整个访问期间收到的现金支付,显示现金抽屉中的预期金额,并将这些金额与结束访问时统计的金额进行比较。在预期金额和统计金额之间存在差值时,差异就会发生。

现金支付摘要

现金支付摘要显示现金支付或所选地点在一定时间内发生的所有访问的概况。支付总额金额显示已处理的现金支付的总额。退款金额显示已处理的退款的总额。退款金额会从支付总额中扣除,以获得净支付金额。

访问列表

访问列表显示所选地点在一定时间内发生的访问。每行都是一个访问,并且显示访问开始和结束的时间、注册 ID、“打开”或“关闭”状态,以及与该访问相关的总差异。通过点击列标头,您可以按访问开始、访问结束或总差异来对访问列表进行排序。

从 Shopify POS 应用中进行付款跟踪

通过“收银”屏幕,您可以在商店中创建和查看跟踪访问。您可以监视每天的现金交易以及员工所做的金额调整。

启动跟踪访问后,您还可以通过其他付款类型(例如信用卡)监视销售额。


启用跟踪访问

  1. 在 Shopify POS 中,点击  > 设置 > 付款设置

  2. 点击现金

  3. 点击切换按钮以启用或禁用跟踪现金


启动新的跟踪访问

您可以通过以下两种方式开启 Shopify POS 跟踪访问:

  • 手动方式,如果您想指定跟踪访问的初始现金起始金额。

  • 自动方式,如果您希望 Shopify 将现金抽屉中的预期金额用作跟踪访问的起始金额。


手动开启跟踪访问

如果您手动开启新的跟踪访问,则可以输入起始金额。现金起始金额是收银机中提供的初始金额,用于让员工针对现金支付找零钱。

步骤:

  1. 在 Shopify POS 中,点击  > 收银机

  2. 点击启动跟踪访问启动跟踪访问对话框随即打开。

  3. 输入起始金额。

  4. 可选:输入备注。

  5. 点击确认。跟踪访问将保持开启状态,直到您手动关闭为止。


自动开启跟踪访问

如果您已结束某个跟踪访问,并且您在处理下一个订单之前没有开启另一个跟踪访问,则 Shopify 会自动开启一个新的跟踪访问。

在前一个跟踪访问结束时计算的现金余额将用作起始金额。如果这是商店的首个跟踪访问,则起始金额设置为 0。

查看跟踪访问详细信息

根据您查看的是开启的还是关闭的付款跟踪访问,信息会稍有不同。

以下是始终显示的信息:

  • 跟踪访问的日期

  • 该访问的总销售额

  • 开启该访问的员工的姓名

  • 起始金额

  • 员工对收银抽屉中的现金总额做出的任何调整(例如,他们使用了自己的钱来找零)。

如果跟踪访问已关闭,您会看到以下内容:

  • 结束该访问的员工的姓名

  • 在访问结束时计算的现金(只要您在结束访问时输入现金)

  • 访问结束时,现金抽屉中的预期现金金额

  • 现金抽屉中剩余的金额 - 当您完成现金抽屉的最终结算(通常是在减去当日收入后)后

  • 按类型显示的付款明细

查看开启的跟踪访问

  1. 在 Shopify POS 中,点击  > 收银机

  2. 点击查看开启的访问


查看已关闭的跟踪访问的历史记录

  1. 在 Shopify POS 中,点击  > 收银机

  2. 点击访问历史记录

  3. 点击您要查看的跟踪访问。

  4. 可选:点击查看付款类型,以查看会话中使用的付款类型的细分。

  5. 可选:点击打印页面,以打印付款类型信息。


调整起始金额

收银机起始金额调整涉及增加或减少现金。例如,可能有必要进行此操作的情况如下:

  • 员工无法使用抽屉中的现金正确找零

  • 抽屉里的现金超出了您的首选限额(某些公司会设定限额,以防止在结算时被盗或误算)

  • 员工需要暂时从收银抽屉中取出现金。

步骤:

  1. 在 Shopify POS 中,点击  > 收银机

  2. 点击查看开启的访问

  3. 点击添加删除,具体取决于您要进行的交易类型。

  4. 输入放入或取出的金额。

  5. 如有必要,请输入备注。

  6. 点击确认

对收银机所做的调整会显示在访问详细信息页面上的现金活动部分。


关闭付款跟踪访问

要准确结算您的现金抽屉,您应该定期结束跟踪访问(例如,在每天结束时,或当员工的班次结束时)。

结束跟踪访问时,系统会将以下信息添加到访问历史记录中:

  • 付款访问结束时计算的现金金额

  • 抽屉中的预期现金金额,此金额根据访问期间发生的所有现金交易计算得出,并考虑了初始起始金额以及启动班次时进行的任何调整

  • 当您完成现金抽屉的最终结算后(通常是在减去当日收入后)浮动金额中剩余的现金

  • 按类型显示的付款明细

现金抽屉中的现金金额应与预期余额相同。

步骤:

  1. 在 Shopify POS 中,点击  > 收银机

  2. 点击查看开启的访问

  3. 点击结束跟踪访问

  4. 输入现金抽屉中的现金金额,然后点击下一步

  5. 查看现金摘要页面上的总额,然后点击下一步

  1. 选择要在现金抽屉中保留的金额,然后点击下一步

  2. 确认您要从收银机中取出的现金金额,然后点击确认

  3. 查看跟踪访问摘要。

  4. 可选:点击打印。这仅会打印此跟踪访问的现金详细信息。如果要打印包含所有付款类型的摘要,则需要前往该访问的历史记录。

  5. 点击完成

Shopify商户官网原文详情:

Payment Tracking

A tracking session is a period of time during which transactions take place in your store. You use a tracking session to balance your cash drawer on a regular basis and hold staff accountable for the money they've handled.

If you delete and re-install the Shopify POS app, you lose the device's saved tracking session data.

Cash tracking from the admin

You can view your cash tracking sessions from the admin by clicking Point of Sale > Overview > Cash tracking sessions. You can select the location and the date range for the displayed information. You can also click Export to export the selected information into a CSV file.

Discrepancy summary

The discrepancy summary is an overview of expected amounts and what was actually counted for all sessions that occurred at the selected location within the time range. The Discrepancy at start displays the amount that was reported at the end of the last session and the amount counted at the beginning of the session. The Discrepancy at end displays the expected amount in the cash drawer by adding the amount counted at the start and the cash payments that were received throughout a session and compares them to the amount counted when ending a session. A discrepancy occurs when there is a difference between the expected and counted amounts.

Cash payments summary

The cash payments summary displays the overview of the cash payments or all sessions that occurred at the selected location within the time range. The Gross payments amount displays the total amount of cash payments processed. The Refunds amount displays the total amount of refunds processed. The refund amount is subtracted from the gross payments amount to get the Net payments amount.

Session list

The session list displays the sessions that occurred at the selected location within the time range. Each row is a single session and displays the session start and end time, Register ID, Open or Closed status, and total discrepancy that is associated with the session. By clicking the column headers, you can sort the session list by session start, session end, or total discrepancy.

Payment tracking from the Shopify POS app

The Register screen enables you to create and review tracking sessions for your store. You can monitor your daily cash transactions, and adjustments made by staff.

After you start a tracking session, you can also monitor sales by other payment types, such as credit cards.


Enabling tracking sessions

  1. From Shopify POS, tap  > Settings > Payment settings.

  2. Tap Cash.

  3. Tap the toggle button to enable or disable Track cash.


Start a new tracking session

You can start a Shopify POS tracking session in either of two ways:

  • Manually, if you want to specify the initial cash starting amount for the tracking session.

  • Automatically, if you want Shopify to use the expected amount in the cash drawer as the starting amount for the tracking session.


Starting a tracking session manually

If you start a new tracking session manually, you can enter a value for your starting amount. The cash starting amount is the amount of money initially provided in the cash register so that staff can make change for cash payments.

Steps:

  1. From Shopify POS, tap  > Register.

  2. Tap Start tracking session. The Start tracking session dialog opens.

  3. Enter the starting amount.

  4. Optional: Enter a note.

  5. Tap Confirm. The tracking session stays open until you manually close it.


Starting a tracking session automatically

If you've ended a tracking session and you don't start another before processing the next order, Shopify starts a new tracking session automatically.

The calculated cash balance at the end of the previous tracking session is used as the starting amount. If this is the first tracking session for your store, the starting amount is set to 0.

View tracking session details

The information varies slightly depending on whether you're viewing an open or a closed payment tracking session.

The following information is always displayed:

  • the date of the tracking session

  • the total sales for that session

  • the name of the staff who started the session

  • the starting amount

  • any adjustments that staff have made to the sum of the cash in the drawer (for example, if they've used some of their own money to make change).

If the tracking session is closed, you see the following:

  • the name of the staff who ended the session

  • the cash counted at the end of the session (as long as you entered it when you ended the session

  • the amount of cash in the drawer that was expected when the session was ended

  • the amount left in the cash drawer after you performed the final balance of the cash drawer (usually done when you remove the day's takings)

  • a breakdown of payments by type

View the open tracking session

  1. From Shopify POS, tap  > Register.

  2. Tap the View open session.


View the history of a closed tracking session

  1. From Shopify POS, tap  > Register.

  2. Tap the Session history.

  3. Tap the tracking session you want to view.

  4. Optional: Tap View payment types to see a breakdown of payment types used in the session.

  5. Optional: Tap Print page to print payment type information.


Adjust the starting amount

A register starting amount adjustment involves the addition or removal of cash. It might be necessary if, for example:

  • staff can't make the right change with the cash in the drawer

  • the cash in the drawer has exceeded your preferred limit (some companies impose a limit to prevent theft or a miscalculation at closing)

  • staff needs to temporarily remove cash from the drawer.

Steps:

  1. From Shopify POS, tap  > Register.

  2. Tap View open session.

  3. Tap either Add or Remove, depending on the type of transaction that you want to make.

  4. Enter the amount added or removed.

  5. Enter a note, if necessary.

  6. Tap Confirm.

Adjustments to a register appear in the cash activity section on the sessions details page.


Close a payment tracking session

To balance your cash drawer accurately, you should end tracking sessions at regular intervals (for example, at the end of each day, or when a staff's shift ends).

When you end a tracking session, the following information is added to the session history:

  • the cash counted at the end of the payment session

  • the expected value of the cash in the drawer, which is calculated based on all the cash transactions that occurred during the session, and takes into account the initial starting amount and any adjustments made while the shift was open

  • the cash left for the float after you performed the final balance of the cash drawer (usually done when you remove the day's takings)

  • a breakdown of payments by type

The amount of cash in the cash drawer and the expected balance should be the same.

Steps:

  1. From Shopify POS, tap  > Register.

  2. Tap View open session.

  3. Tap End tracking session.

  4. Enter the amount of cash in the cash drawer, and tap Next.

  5. Review the totals on the Cash summary page and tap Next.

  1. Select an amount to leave in the cash drawer and tap Next.

  2. Confirm how much cash you want to remove from the register, and tap Confirm.

  3. Review the tracking session summary.

  4. Optional: Tap Print. This prints only the cash details for this tracking session. If you want to print a summary that has all payment types, then you need to go to the session's history.

  5. Tap Done.

文章内容来源:Shopify商户官方网站