Till guide

How to Manage Petty Cash Transactions in Salon Manager

Record money added to or removed from the till by entering the reason, amount and tax rate, selecting Cash In or Cash Out, then saving and confirming the transaction.


Video walkthrough: managing petty cash transactions from the Salon Manager Till.

Quick answer

Record a petty cash transaction

Open Petty Cash from the left-hand menu, enter the reason, amount and tax rate, and choose whether the transaction is Cash In or Cash Out. Review the details, click Save Petty Cash and then select Confirm.

Before you start

Have these details ready

Access to Salon Manager
Permission to manage petty cash
The reason for the transaction
The amount and applicable tax rate
Whether the transaction is Cash In or Cash Out

Step-by-step instructions

How to manage petty cash transactions

Follow these steps to record money entering or leaving the till.

1Open Salon ManagerSign in and open the main Salon Manager application.
2Open Petty CashSelect Petty Cash from the left-hand menu.
3Wait for the screen to openThe Petty Cash transaction screen will be displayed.
4Enter the reasonSelect or enter the reason for the petty cash transaction.
5Enter the amountAdd the full value of the transaction.
6Choose the tax rateSelect the tax rate that applies to the transaction.
7Select the cash directionChoose Cash Out or Cash In as appropriate.
8Review the detailsCheck the reason, amount, tax rate and cash direction.
9Save the transactionClick Save Petty Cash.
10Confirm the transactionSelect Confirm when the confirmation window appears.
11Choose what to do nextSelect Go to Till or Go to Petty Cash to record another entry.

Useful tips

Check each entry before confirming it

Choose the correct reason so petty cash records remain accurate.
Double-check the transaction amount before saving it.
Make sure Cash In or Cash Out matches the movement of money.
Read the confirmation message to check the entry was recorded successfully.

Troubleshooting

Common issues and what to check

The Petty Cash option is not visible

Check that your user account has permission to access and manage the petty cash function.

I selected the wrong cash direction

Cancel the transaction before confirming it. When it has already been saved, create an appropriate correcting entry or speak to your Salon Manager administrator.

The transaction did not save

Make sure all required fields have been completed before clicking Save Petty Cash.

The confirmation screen did not appear

Check that you clicked Save Petty Cash and that all required transaction details are valid.

Frequently asked questions

Petty cash questions

How do I record a petty cash transaction?

Open Petty Cash, enter the transaction details, click Save Petty Cash and then select Confirm.

Where is the Petty Cash option?

Petty Cash is available from the left-hand menu within the Till area.

Can I record both cash in and cash out?

Select Cash In when money is being added to the till or Cash Out when money is being removed.

Do I need to enter a tax rate?

Select the appropriate tax rate before saving the petty cash transaction.

What happens after I confirm the transaction?

The transaction is recorded, and you can choose to return to the till or remain in Petty Cash to enter another transaction.

Offline reference

Download this guide as a PDF

Keep a printable copy for reception teams or use it during staff training.

Download PDF Guide

Last reviewed: 14 July 2026.

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