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Thank you for using the English version of the JTL-Guide!
We are currently still building up the English documentation; not all sections have been translated yet. Please note that there may still be German screenshots or links to German pages even on pages that have already been translated. This guide mostly addresses English speaking users in Germany.

Note: On 1 September 2024, JTL introduced new editions that bundle most of the previous individual services into different packages. In order for you to continue working as smoothly as possible, existing customers were automatically switched to the package configuration that best matched their existing contract. The individual packages differ in terms of limitations and/or range of functions. Therefore, some of the features described in the JTL-Guide may not be available to you as part of your booked JTL edition. You can change your package configuration in your JTL customer account. Find out more about the new editions and packages here. Check our FAQ for frequently asked questions about the product editions.

Contents

Dialogue box: Cash deposits and cash withdrawals

On this page, you can find a detailed description of the functions in the Cash deposits and cash withdrawals dialogue box. You can access this dialogue box in JTL-POS via the three dots menu > Cash deposits and cash withdrawals. Here, you can record cash withdrawals and deposits that are not part of the normal checkout process.

Pane A: Posting type

Cash deposit: If you select this option, you can document cash deposits in the cash register, i.e. increases in cash in the cash register.

Cash withdrawal: If you select this option, you can document cash withdrawals from the cash register, i.e. decreases in cash in the cash register.

Change money: If you select this option, you can document when and how much money was changed at your cash register. Example: A co-worker working at a different cash register, or a customer, asks you to change a bank note into coins.

Pane B: Documentation fields

Posting reason: In this drop-down menu, you can choose the posting reason. You cannot select a posting reason for the Change money option.

Please note: JTL-POS already comes with default posting reasons for cash withdrawals and deposits. These reasons can be edited in the Manage posting reasons dialogue box under the menu Settings > Posting reasons. You can also add or edit other posting reasons there.

Posting text: Here, you can optionally enter your own text for the posting.

Total EUR: In this field, enter the posting amount. This can be the amount that you deposit, withdraw or change in the cash register.

“Print receipt” option: This is displayed when a printer has been set up and is active. The Print receipt option is enabled by default. If the option is enabled, a confirmation of the cash withdrawal, deposit or change will be printed and the cash drawer will open. If you do not want to print a confirmation, disable this option.

Info: If the message No printer found is displayed next to the Total EUR field instead of the Print receipt option, you have either not yet set up a printer or have not activated the Print cash deposits and cash withdrawals option for any of the printers.

Create: Click on this button to initiate the posting. Depending on the setting, the confirmation record will be printed automatically and the cash drawer will open.

Cancel: Click on this button to discard the entered data and close the dialogue box.

Dialogue box: Cash deposits and cash withdrawals

Pane A: Posting type

Pane B: Documentation fields

Pane C: Toolbar