> For the complete documentation index, see [llms.txt](https://help.rbsgo.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.rbsgo.com/dineplan/front-desk/till-transaction.md).
# Till Transaction
## **Overview**
The Till Transactions feature allows users to manage cashier till accounts by recording opening balances and maintaining till transaction details. It enables administrators and cashiers to create till entries, record remarks, print till summaries, and review previously created till transactions for reconciliation and auditing purposes.
## **Open the Till Transactions**
1. Log in to “DinePlan”.
2. From the “Dashboard”, select “Front Desk”.
3. Select “Till Transactions”.
4. The Till Transactions screen opens.
## **Screen Elements**
The Till Transactions screen allows users to manage cashier till activities by creating, viewing, printing, importing, and exporting till transaction records.
| **Screen Element** | **Description** |
| ------------------ | --------------------------------------------------------------------------------- |
| Search | Search for a till transaction using keywords such as the till account or remarks. |
| S.No. | Displays the serial number of each till transaction record. |
| Till Account | Displays the till account associated with the transaction. |
| Date | Displays the date on which the till transaction was created. |
| Remarks | Displays additional notes or comments entered for the transaction. |
| Total | Displays the total amount recorded for the till transaction. |
| Import | Imports till transaction records from an external file. |
| Export | Exports till transaction records for reporting or backup purposes. |
| Add Details | Opens the **Add Details** screen to create a new till transaction. |
| Print Summary | Prints a summary report of the selected till transaction. |
## **Screen Information**
* **Till Transaction List** – Displays all recorded till transactions with their account details, date, remarks, and total amount.
* **Status Bar** – Displays the active business type (Restaurant, Take Away, Zomato), business date, shift number, logged-in user, and navigation controls.
## **Working with Till Transactions**
### **Add a Till Transaction**
Use this option to create a new till transaction and record the opening till balance.
1. Open “Front Desk” → “Till Transactions”.
2. Select “Add Details”.
3. Select the required “Account” from the drop-down list.
4. Enter the “Total” (opening amount for the till).
5. Enter remarks in the “Remarks” field, if required.
6. Select “Open Till” to initialize the till for the selected account.
7. Select “Save”.
8. The till transaction is created and displayed in the Till Transactions list.
### **Print a Till Summary**
Use this option to generate a summary of a till transaction.
1. Open “Front Desk” → “Till Transactions”.
2. Select the required till transaction.
3. Select “Print Summary”.
5. The system generates and prints the summary of the selected till transaction.
### **Delete a Till Transaction**
Use this option to remove a till transaction record.
1. Open “Front Desk” → “Till Transactions”.
2. Select the required till transaction.
3. Select “Delete”.
4. Confirm the action, if prompted.
5. The selected till transaction is removed from the list.
## **Use Case**
Use the Till Transactions feature to:
* Create new till transaction records.
* Record opening till balances.
* Maintain till account information.
* Print till summaries for reconciliation.
* Review and manage cashier till records.
* Support daily cash reconciliation and auditing.
---
# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.
## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.
Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:
```
GET https://help.rbsgo.com/dineplan/front-desk/till-transaction.md?ask=&goal=
```
`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.
Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
.png?alt=media)
.png?alt=media)
.png?alt=media)
