Overview

This guide covers Adding Automatic Cash Discounts in Chively using a consistent, support-friendly workflow.

Before you begin

  • Confirm you can access the Chively Management Page or POS as needed.
  • Make sure your account has permission to change these settings.
  • Keep a test order, test payment, or test user available for validation.

Steps

  1. Go to System settings/Locations settings.
  2. On the Purchase/Sale tab, click Edit in Non-cash adjustment/Cash discount. Select Cash discount, then enter the discount percentage you want to give customers for cash-only transactions.
  3. Note: Restaurant managers can rename the program in the Rename box.
  4. Go to Settings.
  5. In the Tax & Fee tab, select Cash discount, then enter the discount percentage when customers pay in cash.
  6. Note: Restaurant managers can change the program name in the Display Name box.
  7. The Sales overview page will also display the total percentage of customer savings from all cash transactions.

Screenshot Placeholder

screenshot of Cash Best Deal amount highlighted on the Sales overview page

  1. You have now successfully added a set discount for all cash-only transactions in Chively!

[!NOTE] Add screenshots for each major step before publishing.

Verification

  • Confirm the change is visible in the expected Chively screen.
  • Run a quick real-world test to ensure behavior is correct.
  • If results are unexpected, double-check permissions and device/network status.

Need help?

Contact Chively Support at +1 (800) 439-8229 or support@chively.com.