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Tracking Cash Payments

PDCflow's Cash Service lets you track cash payments using the same familiar Dashboard workflow as Card and Check transactions.

Key Benefits

  1. PDCflow provides a single system for accepting payment types with identical configuration options.

  2. Generate email/print receipts for customers.

  3. View cash records alongside Card/Check transactions in Reporting > Financial Reports > Cash Approved. Void transactions directly from payment details (until already voided).

 

Setup and Use Cash Service

To get started, enable Cash Service for your account.

Enabling Cash Service

  • Option 1: Contact sales@pdcflow.com to request Cash Service.

  • Option b: Log into your app → Configure > Payments Settings and click the Request Cash Tracking button. PDCflow receives auto-notification and emails you when activated.
    Payment-Settings-Request-Cash-Tracking-1

Manage Cash Templates

Manage Templates

Once enabled, add/edit cash templates the same way as other payment templates. Go to Configure > Templates. Add a new cash template or edit existing cash templates as needed.

Templates-Manage-Cash-Payments-1

After adjusting the template configurations as needed, click Save.
Edit-Template-Take-Cash-Payment

Record Cash Payments

Fom the Dashboard, select a cash template ("Take Cash Payment"). Enter payer's account number, first/last name, and optional details (location, address, memo). Click Process Payment. Afterwards, you can access options for emailing and print the receipt.

Dashboard-Take-Cash-Payment

View and Void Cash Transactions

Financial-Reports-Cash-Approved

Find cash records in Reporting > Financial Reports > Cash Approved. Search/filter alongside other payments. To void, open record (file icon) → Void button (circle with slash). Already-voided transactions can't be voided again.

 

Need Help?

Email our Customer Success team at support@pdcflow.com.