Income

Within Income, you can enter Cash Sales, Credit Sales, Internal Sales and Swipe Cards. 

The page will default to Today but you can change the year, week and day. Use the drop down options to change the year and week and click on the day of the week or the Today button on the right to switch between days in the selected week.  All fields marked with a red asterisk are mandatory fields.

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Cash Sales

The Income page enables you to manually enter income transactions and totals as well as view any income data we are receiving from your POS/till.

A cash sale is a sale recorded in your till. It might be a card payment and not cash but it is still considered a cash sale in IndiCater.

Click on the +Add button. This will then bring you to the Cash Sales page.

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Complete this page as requested ,with each field detailed by a red asterix being mandatory. If necessary, the answer can be N/A for a mandatory field.

For reporting purposes, you can summarise your sales by Category i.e. Your 1st category might be Liquor. Select a relevant department and category within the 1st category. An example may be the department Liquor, with a category of Whisky.

Repeat this, by clicking on the + category, until your category totals match the till reading.  Click on Add to save. When saved, it will be displayed on the homepage as displayed below. If you are required to edit the sale, simply click into the sale and make any necessary changes before saving.

Swipe Cards - entering Swipe Card transactions is the same process as Cash Sales

Credit Sales

The Credit Sales page enable you to manually record a Credit Sale, this is any income from external clients. This action will e. nable you to raise an invoice for the external client.

Click on the +Add button. This screen will be similar to that of Cash Sales. Simply complete as requested.

As per Cash Sales, you can summarise the sale by Category for reporting purposes by adding multiple categories.

If you need to credit a credit sale, simply create a new credit sales transaction and enter a negative amount. we recommend adding the reference of the invoice you are crediting in the Notes field.

Once you sale has been saved, it will appear on the main home screen.

Internal Sales

Internal Sales are used to record any free issue income such as Free School Meals, Adult Free, Breakfast Club and Hospitality.

You can create favourites for entering items you frequently sell:

Click on Internal Sales, Configure Favourites and Add. Then please enter the item name and cost, i.e. Tea & Coffee for £1.10. Once this has been saved, you can select your favourites from the list as shown as below:

To add an Internal Sales, simply select Add and then complete the next page as shown in previous examples for Cash & Credit Sales.