Overview
The Batch Invoice Cash Out is DishInk’s end-of-shift and end-of-day report. It’s the single source of truth for reconciling:- Total revenue by payment method (Cash / MoMo / Card / Split)
- Staff performance (transactions, revenue, tips, overrides)
- Refunds and Voided transactions
- Voided / corrected line items (partial-void deltas)
- Every manager override for the period (discounts above ceiling, close-without-payment, comps)
Manager View vs Staff View
The report shows two very different faces depending on who’s logged in.Manager View
Full visibility across all staff and every export.- Summary / Detailed toggle
- Voided checkbox — include voided transactions in the numbers
- Staff filter — all staff or one specific waiter/cashier
- Date presets — This Week · Last Week · This Month · Last Month · Custom (with optional start/end time on custom mode)
- 4 CSV exports:
- Transactions
- Staff Summary
- Staff Items
- Manager Overrides
Staff View (Waiter / Cashier)
Locked to their own numbers, simplified for cash-up.- Detailed view forced (no toggle)
- Voided auto-included
- Staff filter locked to self
- Date range locked to today (or their current shift if shift-mode enabled)
- Single 🖨 Generate & Print button — no CSV exports
This is the shape of accountability in DishInk: staff see enough to cash out honestly, managers see enough to catch anomalies.
Summary Cards
The top of the report shows nine live summary cards:Sections
The Detailed view expands into a full report:1. By Payment Method
Cash · MTN MoMo · Airtel Money · Zamtel Kwacha · Card · Split. Each row shows count, gross, refunds, and net.2. By Staff
Every staff member’s transactions, revenue, tips, refunds initiated, and overrides used.3. Daily Breakdown
Chronological per-day rows for multi-day ranges — quick sanity check for weekend spikes or slow Mondays.4. Individual Transactions
The transaction list has 13 columns: Date/Time, Receipt No, Table/Tag, Staff, Items, Gross, Discount, Tax, Tip, Refund, Net, Payment Method, Status. Sortable and filterable. Every row is clickable to open the full transaction.5. Refunds
Every refund in the period with staff, ZRA credit-note code, reason, and amount.6. Voided Transactions
Whole-sale voids: staff, reason, amount, and timestamp.7. Voided / Corrected Items
Line-level voids and quantity corrections. Delta amounts only.8. Manager Overrides (expandable)
Every time a manager PIN was used. Categories:- Discount above staff ceiling
- Refund authorised
- Close-without-payment
- Compliment (comp)
- Void (partial or full)
- Inventory override (sold-out item forced on)
9. Staff Performance Breakdown
Per-staff detail: their transactions, items, tips, and — critically — the Handoff vs Shared breakdown:- Shared — multiple waiters added items to one session. Revenue splits proportionally by dollar contribution; the transaction count goes to whoever contributed the biggest share.
- Handoff — payment was processed by someone who never punched a single item on that table. This is often a cashier closing a bill for a waiter, and it’s flagged so tips and revenue attribute correctly.
Handoff vs Shared is unique to DishInk. Traditional POS systems either lump these together as “the closer keeps everything” or drop them entirely — both mis-report performance. See Staff Performance Report for the analytics counterpart.
Requires Internet
The Batch Invoice must be generated online — it reads directly from the server to prevent drift between the local cache and the ZRA-submitted totals. Offline devices see a “Connect to internet to run cash-out” placeholder.Print Methods (7 supported)
DishInk auto-selects the best print path available:- QZ Tray (desktop native driver — best fidelity)
- Bluetooth (thermal / mobile printers)
- Network (LAN thermal printers)
- USB Bridge (Android POS Steward companion app)
- POS Steward (proprietary Android bridge)
- RawBT (Android universal driver)
- Browser A4 (fallback — opens a print preview in the browser)
Step by Step (Manager Daily Cash-Out)
1
Open Batch Invoice tab
POS → Batch Invoice (top tabs, rightmost).
2
Pick a date range
Today for daily cash-out, or Last Week / This Month for period reports. Add a time window for shift-level views.
3
Filter by staff (optional)
Leave All Staff for the full picture, or pick one for a per-cashier reconciliation.
4
Toggle Voided ON
Tick Include Voided so voided transactions show — you’ll want them for the audit trail.
5
Switch to Detailed
Toggle Summary → Detailed. Every section loads.
6
Reconcile against physical cash
Compare Cash under By Payment Method to the physical cash count. Investigate any variance.
7
Check overrides
Expand Manager Overrides. Any surprises? Any unexplained comps? Follow up now, not tomorrow.
8
Print / Export
- Print the full report for the accountants.
- Export the 4 CSVs (Transactions, Staff Summary, Staff Items, Overrides) to email or archive.
Step by Step (Waiter End-of-Shift)
1
Tap Batch Invoice tab
Only your own numbers show, Voided already included.
2
Confirm shift dates
Locked to your current shift or today.
3
Tap 🖨 Generate & Print
Report prints. Cash the till out against the printed report and hand both to the manager.
Batch Invoice Manager View showing all sections.
Tips & Best Practices
- Cash out at the same time every day — usually just before closing. Consistency makes anomalies visible.
- Export the Manager Overrides CSV weekly and skim it. Patterns emerge (e.g. same waiter, same reason, same amount).
- Use Custom + time window to reconcile lunch vs dinner shifts on the same day.
- For accountants — the Transactions CSV imports cleanly into QuickBooks / Xero. Keep column headers consistent by exporting from the same range/filters each week.
Common Mistakes
- Not toggling Voided ON. Without it, the total transaction count looks lower than the till suggests.
- Reconciling against the wrong day. Set the date filter first. DishInk defaults to today, but a manager returning after the weekend may need Last Week.
- Assuming Handoff = tip theft. It’s not — it’s just that a cashier closed a waiter’s table. Look at tip attribution instead of transaction count.
- Printing before scrolling through the report. The paper trail is only useful if you’ve read it first. Anomalies caught before printing save re-prints.
- Losing the CSV exports. Set up Reports → Auto-email so the manager gets them daily by email. See Reports & Analytics.