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Creating a Retail Transfer

Flourish allows you to perform pay-outs to third parties in order to record things like cash pickups or transports. If you want to keep track of where this cash is going, you'll want to create a Tran…

Flourish allows you to perform pay-outs to third parties in order to record things like cash pickups or transports. If you want to keep track of where this cash is going, you'll want to create a Transfer.

  1. In Flourish, navigate to Settings > Retail > Tills > Transfers.
  2. Click New Transfer.
  3. Enter a name in the Transfer Name field.
  4. Enter a description for your Transfer.
The image shows the "Add Transfer" modal dialog in Flourish's retail settings, with the Transfer Name field filled in as "Loomis Pickup" and an optional Description field…
  1. When you're done, click Save.

Editing a Retail Transfer

You can edit an existing Transfer in order to change the name or disable it.

  1. In Flourish, navigate to Settings > Retail > Tills > Transfers.
  2. Locate your existing Transfer and click on its name.
  3. Click the Edit button in the top right.
  4. Make your desired updates.
  5. When you're done, click the Save button.
Turning the Enabled toggle off will disable the transfer.

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