Cash Advances
A cash advance is money paid ahead of a staff member's future pay. Fuze keeps it as a balance the staff member owes, separate from commission, and repays it from their payouts.
Before you start
- Staff commissions is on.
- The Payouts · Manage permission.
Steps
Open Cash advance
On the staff member's Commissions tab tap Cash advance, or More → Cash advance.
Enter the amount and a note
Type the amount and, if you like, a reminder of what it was for.
Record it as cash out if it left the drawer
While a store session is open, Also record as cash out starts on and logs the cash leaving the drawer, so expected cash stays right. Turn it off if it was paid another way.
The Also record as cash out switch — screenshot coming soon
Tap Record cash advance
It shows under Recent activity marked Open and adds to their Advance balance.
Or give several at once
On Staff, tap Cash advance at the top. Tick the people, set an Amount for everyone and Apply to picked, edit any amount, add notes, and tap Give. Confirm the headcount and total.
The bulk cash advance page — screenshot coming soon
What happens next
- The balance is repaid automatically by each payout. See Recording a Payout.
Edge cases
- When the cash-out switch shows. Not at all without the Store Session add-on. Shown but off, with a note, when no session is open. On when one is open. If the advance is more than the expected cash, the app asks before recording it, and you tap Record anyway if it is right.
- The cash out goes with the advance. You cannot remove it on its own. Delete the advance instead. If its session closed, the cash comes back as a Cash In in today's open session, and with no session open the delete is refused.
- Repayment. Gross pay plus additions minus deductions, then an Advance repayment from what is left. A full cover repays it all. Otherwise the payout pays ₱0 and the rest stays as a balance for the next. Oldest first, including advances from before the period. A payout with only an addition, such as an allowance, can still repay.
- Several at once is all or nothing. Up to 50 people, each once. A bad row is reported and nothing is saved. Tapping Give twice never records twice.
- Delete from the Activity list while nothing has been recovered. Once a payout or an approved organization pay run recovered any of it, delete that payout or reopen that run first.
- Organization people. The organization's pay run repays the advance, from every branch, oldest first. Your branch keeps showing what is still owed. A pay run does not repay an advance taken at a branch with commissions off.
- A cash advance never counts as Paid or Unpaid commission. It has its own figure.
- Written consent. Get the staff member's written authorization. See Recording a Payout.
- Who can give and delete cash advances. Each has its own card in the role editor, Cash advances, under People next to Payouts. Give lets someone record advances (one person or several at once). Delete lets someone delete an advance that is still open. Neither comes with Payouts. Roles that could record payouts before keep both, so nothing changes until you take Give or Delete away.
- The cash out goes with the advance. You can't remove it from the session's cash movements on its own, even with permission to remove drawer lines. Delete the advance instead.
Works with
| Add-on or plan | What changes on this page |
|---|---|
| Staff Pay add-on | Required. Free during the free trial. Without it the commission, payout and cash advance screens are hidden and no commission is recorded. |
| Staff Operations add-on | Optional. A PIN sign-in proves who tagged each line. |
| Staff Commissions preference | The switch inside Staff Pay that turns commissions on. See Turning On Commissions. |
| Store Session add-on | Needed to log the advance as cash out of the drawer. |
| Organization add-on | The organization's people earn commission here but are paid by the organization's pay runs. See Organization Pay Runs. |