Cash handovers and cash limits
Record the cash a driver hands to your cashier, and stop a driver from carrying too much.
Before you start
- Your role can record cash handovers (cashiers).
- Setting the cash limit needs the Manage permission for drivers and dispatch.
1
Open the handover dialog
Choose Record cash handover in the driver’s ⋯ menu, in the profile, or on the Cash tab. It is disabled when the driver has no cash.
2
Record the handover
Tick the orders the cash is for.
Record cash handover✕
1 Faisal Al-Harbi · cash in hand SAR 860
2
| ☐ | Order | Collected | Amount |
|---|---|---|---|
| ☑ | ORD-004790 | Thu 5 Nov | SAR 450 |
| ☑ | ORD-004802 | Fri 6 Nov | SAR 210 |
| ☐ | ORD-004815 | Fri 6 Nov | SAR 200 |
3 Total received SAR 660 · 2 orders → With cashier
Cancel4Record handover
- The header. The driver and the cash in hand.
- The order list. The orders the driver collected and has not handed over. Tick the orders this cash is for. The header checkbox ticks all. Fleetics never picks orders itself, and card payments are not listed.
- Total received. The sum of the ticked orders. Whole orders only: there are no partial amounts.
- Record handover. The driver’s cash goes down by the total, the ticked orders become With courier in Finance › Orders, and the handover is logged.
3
Set a cash limit
A limit stops new assignments for a driver who carries too much cash.
Drivers✕
1 Cash limitDrivers at or over the limit get no new orders until they hand over cash.
2 Default cash limitOne limit for the whole company. A custom limit on a driver overrides it.SAR 1,500
3 Count COD of orders in handAdds the COD of the orders a driver carries to the limit.
4 Document expiry noticeDays before expiry.30 days
CancelSave changes
- Cash limit. Off by default. When it is on, a driver at or over the limit gets no new assignments until the cash is handed over. Orders already assigned continue.
- Default cash limit. One limit for the whole company, and it stays the default for every driver. You can set a custom limit on specific drivers, and the custom limit overrides the default for those drivers.
- Count COD of orders in hand. Off by default. When it is on, the limit counts the cash in hand plus the COD of the orders the driver is carrying. Card payments never count.
- Document expiry notice. How many days before a driver document expires the notice shows on the driver’s Overview, from 0 to 90 days. It only informs: it never blocks the driver.
Screens are simplified drawings with sample data. Your portal may look a little different, but the names and steps are the same.
Common questions
Can I record part of an order’s cash?
No. Whole orders only.
What if the cash is short?
Shortages stay on the cash ledger.
Do card payments count?
Never. A payment by card at the door does not touch the driver’s cash or limit.
Where do I see all drivers’ cash?
In Finance, under Driver liability. It is the same ledger as the Cash tab.
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