ImaCash user manual
This guide explains how the operations that arrive at ImaCash from the POS/POS or that are registered from the tool itself are managed: sales, collections, returns, pending operations and configured payment methods.
In daily work, ImaCash can receive sales, collections, returns or operations pending payment. Depending on the installed integration, these operations will appear on the main screen for the user to manage with the cash machine, with a card or through other configured methods.
A sale is an operation that normally originates at the POS/POS and reaches ImaCash to be collected or managed.
When the integration is active, the user does not have to enter all the data manually: ImaCash receives the operation and displays the necessary information to continue with the payment.
The usual flow avoids entering data twice and allows ImaCash to continue the operation from the information sent by the POS/POS.
The employee registers the sale at the POS/POS.
The POS/POS sends the operation to ImaCash.
ImaCash shows the sale on the main screen.
The user selects or confirms the operation.
ImaCash manages the collection according to the available payment method.
If the sale does not appear in ImaCash, it may be due to an integration, connection, POS/POS configuration or user permissions problem.
The exact behavior depends on the installation, the active modules and the integration with the POS/POS.
ImaCash communicates with the cash machine to accept the amount entered by the customer and, if applicable, return the change.
Follow the on-screen instructions and wait for the operation to complete before closing or repeating the payment.
If the establishment has the card module or a compatible integration active, ImaCash can show operations associated with card payments.
If you don't see card options, it may be because the module is not active, the license does not include it, or the integration does not use it.
Some facilities allow you to split a sale, for example part in cash and part by card.
Before confirming a mixed operation, check that the visible amount corresponds to what is indicated on the POS/POS.
ImaCash can manage returns or credits when an operation requires delivering cash to the customer or correcting a previous sale.
These actions may require special permissions because they affect cash on hand and cash balance.
Pending transactions are operations that have not yet been completed or that require user action.
Before deleting, repeating or modifying a pending operation, check its status in ImaCash and in the POS/POS.
An operation can be canceled if the collection should not be completed, if the customer changes the payment method or if the sale was sent in error from the POS/POS.
Cancellation may be limited by permissions and integration settings. In some cases, the cancellation must be made from the POS/POS and not directly from ImaCash.
The Pay button allows you to start or continue payment for an operation visible in the list.
Before clicking it, check the amount, the type of operation and that the operation corresponds to the correct client. If there are multiple sales on the screen, make sure you select the appropriate trade.
Icons may appear on the main screen to execute actions on the visible operations. Depending on the configuration, these accesses can allow adding, deleting, dividing, deferring or managing a pending operation.
Not all actions will be available to all users. Some depend on permissions or integration with the POS/POS.
The flow of collections and sales may change depending on:
If an option does not appear on the screen, it does not necessarily mean that there is an error. It may be disabled, permission-dependent, or not applicable to that installation.
In these cases, first check the status of the operation, the connection with the machine and if there are pending or postponed transactions.
If something does not match, do not repeat the operation without checking the status in ImaCash and in the POS/POS.
Use this table as a quick reference to know what action to apply in each case.
| Action | When to use it |
|---|---|
| Review sale | When an operation arrives from the POS/POS. |
| Pay | To start or complete the collection of a sale. |
| Collect in cash | When the customer pays with bills or coins. |
| Charge by card | When the installation has a module or card integration. |
| Manage mixed payment | When a sale is divided between several payment methods. |
| Cancel operation | When the sale should not be completed. |
| Check pending | When an operation did not finish correctly. |
Do you need help with ImaCash?
If you want us to review your case, we can guide you on collections, pending sales, mixed payments, returns or integration with your POS/POS.