This feature allows merchants to mark specific items as eligible for Health Savings Account (HSA) or Flexible Spending Account (FSA) purchases. Items labeled as HSA/FSA eligible can be purchased using these pre-tax accounts.
This feature is used when you need to update or configure items in your store's inventory to ensure they are properly marked for HSA/FSA eligibility. This helps streamline transactions for customers using these payment methods.
How do I use this feature?
- Log into CashierLive using your credentials.
- Navigate to the Managers tab.
- Search for the item you wish to edit using the search bar.
- Click the pencil icon next to the item to open the editing screen.
- Scroll down to the 'Sub-Category 2' field.
- Enter the letter 'R' into this field to mark the item as HSA/FSA eligible.
- Click Save to apply the changes.
The item is now updated as HSA/FSA eligible and will reflect correctly in future transactions.