How to re-open a cash settlement

Blanca Castillo
Blanca Castillo
  • Updated

Where do I find it?

Operations > Cash settlement

 

What does it mean?

A cash settlement is a cash desk closing of your sales. Under the “Cash Management” section you can follow up every sale made in your account. If you want to follow up every sale, every sale user should make a cash settlement at the end of their shift daily. This way you can see how much they sold.

 

What should I do?

Sometimes you need to make some changes in the settlement of a specific date, so the settlement needs to be reopened. “Reopen the settlement” means to change the status of the cash settlement from accepted back to closed.

In this case, you need to contact our support by writing an email to support@palisis.com. You need to provide your account and the cash settlement ID:

This way, our support will be able to find the specific settlement that needs to be reverted to the "closed" status.