shopify付款跟踪先容
付款跟踪
跟踪会见是在您的市肆中爆发生意的一段时间。。。。。您可以使用跟踪会见按期结算您的现金抽屉，，，，，，，并让员工对他们处置惩罚的资金认真。。。。。
若是您删除并重新装置 Shopify POS 应用，，，，，，，则会丧失装备已生涯的跟踪会见数据。。。。。
从后台中举行现金跟踪
备注：此功效仅适用于使用 Shopify POS Pro 的商家。。。。。
您可以通过点击 POS > 概览 > 现金跟踪会见从后台审查您的现金跟踪会见。。。。。您可以为显示的信息选择所在和日期规模。。。。。您还可以点击导出，，，，，，，以将所选信息导出到 CSV 文件中。。。。。
备注
员工必需启用审查现金跟踪会见（现金跟踪历史纪录）权限才华审查现金跟踪信息。。。。。
差别摘要
差别摘要是预期金额以及所选所在在一准时间内爆发的所有会见现实统计效果的概况。。。。。最先时的差别显示上一次会见竣事时报告的金额以及会见最先时统计的金额。。。。。竣事时的差别通过添加最先时统计的金额和整个会见时代收到的现金支付，，，，，，，显示现金抽屉中的预期金额，，，，，，，并将这些金额与竣事会见时统计的金额举行较量。。。。。在预期金额和统计金额之间保存差值时，，，，，，，差别就会爆发。。。。。
现金支付摘要
现金支付摘要显示现金支付或所选所在在一准时间内爆发的所有会见的概况。。。。。支付总额金额显示已处置惩罚的现金支付的总额。。。。。退款金额显示已处置惩罚的退款的总额。。。。。退款金额会从支付总额中扣除，，，，，，，以获得净支付金额。。。。。
会见列表
会见列表显示所选所在在一准时间内爆发的会见。。。。。每行都是一个会见，，，，，，，并且显示会见最先和竣事的时间、注册 ID、“翻开”或“关闭”状态，，，，，，，以及与该会见相关的总差别。。。。。通过点击列标头，，，，，，，您可以按会见最先、会见竣事或总差别来对会见列表举行排序。。。。。
从 Shopify POS 应用中举行付款跟踪
通过“收银”屏幕，，，，，，，您可以在市肆中建设和审查跟踪会见。。。。。您可以监视天天的现金生意以及员工所做的金额调解。。。。。
启动跟踪会见后，，，，，，，您还可以通过其他付款类型（例如信用卡）监视销售额。。。。。
启用跟踪会见
在 Shopify POS 中，，，，，，，点击 ≡ > 设置 > 付款设置。。。。。
点击现金。。。。。
点击切换按钮以启用或禁用跟踪现金。。。。。
提醒:
您可以通过启用员工设置中的有限权限选项，，，，，，，限制对收银设置的会见。。。。。
启动新的跟踪会见
您可以通过以下两种方法开启 Shopify POS 跟踪会见：
手动方法，，，，，，，若是您想指定跟踪会见的初始现金起始金额。。。。。
自动方法，，，，，，，若是您希望 Shopify 将现金抽屉中的预期金额用作跟踪会见的起始金额。。。。。
手动开启跟踪会见
提醒:
每台装备上一次只能翻开一个跟踪会见。。。。。
若是您手动开启新的跟踪会见，，，，，，，则可以输入起始金额。。。。。现金起始金额是收银机中提供的初始金额，，，，，，，用于让员工针对现金支付找零钱。。。。。
办法：
在 Shopify POS 中，，，，，，，点击 ≡ > 收银机。。。。。
点击启动跟踪会见。。。。。启动跟踪会见对话框随即翻开。。。。。
输入起始金额。。。。。
可选！！�。。菏淙氡缸ⅰ！！�。。
点击确认。。。。。跟踪会见将坚持开启状态，，，，，，，直到您手动关闭为止。。。。。
自动开启跟踪会见
若是您已竣事某个跟踪会见，，，，，，，并且您在处置惩罚下一个订单之前没有开启另一个跟踪会见，，，，，，，则 Shopify 会自动开启一个新的跟踪会见。。。。。
在前一个跟踪会见竣事时盘算的现金余额将用作起始金额。。。。。若是这是市肆的首个跟踪会见，，，，，，，则起始金额设置为 0。。。。。
审查跟踪会见详细信息
凭证您审查的是开启的照旧关闭的付款跟踪会见，，，，，，，信息会稍有差别。。。。。
以下是始终显示的信息：
跟踪会见的日期
该会见的总销售额
开启该会见的员工的姓名
起始金额
员工对收银抽屉中的现金总额做出的任何调解（例如，，，，，，，他们使用了自己的钱来找零）。。。。。
若是跟踪会见已关闭，，，，，，，您会看到以下内容：
竣事该会见的员工的姓名
在会见竣事时盘算的现金（只要您在竣事会见时输入现金）
会见竣事时，，，，，，，现金抽屉中的预期现金金额
现金抽屉中剩余的金额 - 当您完成现金抽屉的最终结算（通常是在减去当日收入后）后
按类型显示的付款明细
审查开启的跟踪会见
在 Shopify POS 中，，，，，，，点击 ≡ > 收银机。。。。。
点击审查开启的会见。。。。。
审查已关闭的跟踪会见的历史纪录
在 Shopify POS 中，，，，，，，点击 ≡ > 收银机。。。。。
点击会见历史纪录。。。。。
点击您要审查的跟踪会见。。。。。
可选！！�。。旱慊�审查付款类型，，，，，，，以审查会话中使用的付款类型的细分。。。。。
可选！！�。。旱慊�打印页面，，，，，，，以打印付款类型信息。。。。。
调解起始金额
收银机起始金额调解涉及增添或镌汰现金。。。。。例如，，，，，，，可能有须要举行此操作的情形如下：
员工无法使用抽屉中的现金准确找零
抽屉里的现金凌驾了您的首选限额（某些公司会设定限额，，，，，，，以避免在结算时被盗或误算）
员工需要暂时从收银抽屉中取泛起金。。。。。
办法：
在 Shopify POS 中，，，，，，，点击 ≡ > 收银机。。。。。
点击审查开启的会见。。。。。
点击添加或删除，，，，，，，详细取决于您要举行的生意类型。。。。。
输入放入或取出的金额。。。。。
若有须要，，，，，，，请输入备注。。。。。
点击确认。。。。。
对收银机所做的调解会显示在会见详细信息页面上的现金运动部分。。。。。
关闭付款跟踪会见
要准确结算您的现金抽屉，，，，，，，您应该按期竣事跟踪会见（例如，，，，，，，在天天竣事时，，，，，，，或当员工的班次竣事时）。。。。。
竣事跟踪会见时，，，，，，，系统会将以下信息添加到会见历史纪录中：
付款会见竣事时盘算的现金金额
抽屉中的预期现金金额，，，，，，，此金额凭证会见时代爆发的所有现金生意盘算得出，，，，，，，并思量了初始起始金额以及启动班次时举行的任何调解
当您完成现金抽屉的最终结算后（通常是在减去当日收入后）浮动金额中剩余的现金
按类型显示的付款明细
现金抽屉中的现金金额应与预期余额相同。。。。。
办法：
在 Shopify POS 中，，，，，，，点击 ≡ > 收银机。。。。。
点击审查开启的会见。。。。。
点击竣事跟踪会见。。。。。
输入现金抽屉中的现金金额，，，，，，，然后点击下一步。。。。。
审查现金摘要页面上的总额，，，，，，，然后点击下一步。。。。。
提醒:
若是现金摘要页面上的总额不匹配，，，，，，，则可以通过点击退却来调解结算金额。。。。。
选摘要在现金抽屉中保存的金额，，，，，，，然后点击下一步。。。。。
确认您要从收银机中取出的现金金额，，，，，，，然后点击确认。。。。。
审查跟踪会见摘要。。。。。
可选！！�。。旱慊�打印。。。。。这仅会打印此跟踪会见的现金详细信息。。。。。若是要打印包括所有付款类型的摘要，，，，，，，则需要前往该会见的历史纪录。。。。。
点击完成。。。。。
Shopify商户官网原文详情：
Payment Tracking
A tracking session is a period of time during which transactions take place in your store. You use a tracking session to balance your cash drawer on a regular basis and hold staff accountable for the money they've handled.
If you delete and re-install the Shopify POS app, you lose the device's saved tracking session data.
Cash tracking from the admin
Note
This feature is available only to merchants using Shopify POS Pro.
You can view your cash tracking sessions from the admin by clicking Point of Sale > Overview > Cash tracking sessions. You can select the location and the date range for the displayed information. You can also click Export to export the selected information into a CSV file.
Note
Staff members must have the View cash tracking sessions (Cash tracking history) permission enabled to view cash tracking information.
Discrepancy summary
The discrepancy summary is an overview of expected amounts and what was actually counted for all sessions that occurred at the selected location within the time range. The Discrepancy at start displays the amount that was reported at the end of the last session and the amount counted at the beginning of the session. The Discrepancy at end displays the expected amount in the cash drawer by adding the amount counted at the start and the cash payments that were received throughout a session and compares them to the amount counted when ending a session. A discrepancy occurs when there is a difference between the expected and counted amounts.
Cash payments summary
The cash payments summary displays the overview of the cash payments or all sessions that occurred at the selected location within the time range. The Gross payments amount displays the total amount of cash payments processed. The Refunds amount displays the total amount of refunds processed. The refund amount is subtracted from the gross payments amount to get the Net payments amount.
Session list
The session list displays the sessions that occurred at the selected location within the time range. Each row is a single session and displays the session start and end time, Register ID, Open or Closed status, and total discrepancy that is associated with the session. By clicking the column headers, you can sort the session list by session start, session end, or total discrepancy.
Payment tracking from the Shopify POS app
The Register screen enables you to create and review tracking sessions for your store. You can monitor your daily cash transactions, and adjustments made by staff.
After you start a tracking session, you can also monitor sales by other payment types, such as credit cards.
Enabling tracking sessions
From Shopify POS, tap ≡ > Settings > Payment settings.
Tap Cash.
Tap the toggle button to enable or disable Track cash.
Tip
You can restrict access to the register settings by enabling the Limited permissions option in the Staff settings.
Start a new tracking session
You can start a Shopify POS tracking session in either of two ways:
Manually, if you want to specify the initial cash starting amount for the tracking session.
Automatically, if you want Shopify to use the expected amount in the cash drawer as the starting amount for the tracking session.
Starting a tracking session manually
Tip
You can have only one tracking session open at a time on each device.
If you start a new tracking session manually, you can enter a value for your starting amount. The cash starting amount is the amount of money initially provided in the cash register so that staff can make change for cash payments.
Steps:
From Shopify POS, tap ≡ > Register.
Tap Start tracking session. The Start tracking session dialog opens.
Enter the starting amount.
Optional: Enter a note.
Tap Confirm. The tracking session stays open until you manually close it.
Starting a tracking session automatically
If you've ended a tracking session and you don't start another before processing the next order, Shopify starts a new tracking session automatically.
The calculated cash balance at the end of the previous tracking session is used as the starting amount. If this is the first tracking session for your store, the starting amount is set to 0.
View tracking session details
The information varies slightly depending on whether you're viewing an open or a closed payment tracking session.
The following information is always displayed:
the date of the tracking session
the total sales for that session
the name of the staff who started the session
the starting amount
any adjustments that staff have made to the sum of the cash in the drawer (for example, if they've used some of their own money to make change).
If the tracking session is closed, you see the following:
the name of the staff who ended the session
the cash counted at the end of the session (as long as you entered it when you ended the session
the amount of cash in the drawer that was expected when the session was ended
the amount left in the cash drawer after you performed the final balance of the cash drawer (usually done when you remove the day's takings)
a breakdown of payments by type
View the open tracking session
From Shopify POS, tap ≡ > Register.
Tap the View open session.
View the history of a closed tracking session
From Shopify POS, tap ≡ > Register.
Tap the Session history.
Tap the tracking session you want to view.
Optional: Tap View payment types to see a breakdown of payment types used in the session.
Optional: Tap Print page to print payment type information.
Adjust the starting amount
A register starting amount adjustment involves the addition or removal of cash. It might be necessary if, for example:
staff can't make the right change with the cash in the drawer
the cash in the drawer has exceeded your preferred limit (some companies impose a limit to prevent theft or a miscalculation at closing)
staff needs to temporarily remove cash from the drawer.
Steps:
From Shopify POS, tap ≡ > Register.
Tap View open session.
Tap either Add or Remove, depending on the type of transaction that you want to make.
Enter the amount added or removed.
Enter a note, if necessary.
Tap Confirm.
Adjustments to a register appear in the cash activity section on the sessions details page.
Close a payment tracking session
To balance your cash drawer accurately, you should end tracking sessions at regular intervals (for example, at the end of each day, or when a staff's shift ends).
When you end a tracking session, the following information is added to the session history:
the cash counted at the end of the payment session
the expected value of the cash in the drawer, which is calculated based on all the cash transactions that occurred during the session, and takes into account the initial starting amount and any adjustments made while the shift was open
the cash left for the float after you performed the final balance of the cash drawer (usually done when you remove the day's takings)
a breakdown of payments by type
The amount of cash in the cash drawer and the expected balance should be the same.
Steps:
From Shopify POS, tap ≡ > Register.
Tap View open session.
Tap End tracking session.
Enter the amount of cash in the cash drawer, and tap Next.
Review the totals on the Cash summary page and tap Next.
Tip
If your totals on the Cash summary page do not match, then you can adjust the amount counted by tapping Back.
Select an amount to leave in the cash drawer and tap Next.
Confirm how much cash you want to remove from the register, and tap Confirm.
Review the tracking session summary.
Optional: Tap Print. This prints only the cash details for this tracking session. If you want to print a summary that has all payment types, then you need to go to the session's history.
Tap Done.
文章内容泉源：Shopify商户官方网站