# First setup

Everything you set once: the button name your cashiers see, the payout reasons, the receipt, the payout mode and who may do what.

## First setup — step by step

1. Open **Payout Manager** on the Clover device. The app tile and the title bar read `Payouts`.If the app says `Please login as Manager or Admin`, switch to an employee with that role.
2. Step 1 — tap the pencil next to `Tender Button Name (In Clover Register)` and type the name your cashiers will look for, e.g. `Payouts`.
3. Step 2 — open `Payout Reasons` and tap `+` to create your first template.
4. Fill in the name, leave `Preset payout amount` unticked for variable payouts (lottery) or tick it and enter a fixed value for fixed ones (bottle deposit).Turn `Open drawer` on for cash payouts, pick a colour and save.
5. Open `Settings` → `Receipt Type` and choose **Standard** so payouts print inside the receipt.
6. In `Payout Mode` choose **Issue payouts + remove cash** if the money physically leaves the drawer, or **Issue payouts only** if you reconcile cash elsewhere.
7. Open `Restrictions`, pick the cashier and tick what they must not do — usually `Edit templates` and `Open reports`. A ticked box blocks the action; unticking it grants the action back.
8. Test it: tap `Launch Clover Register`, go to the payment screen, tap your tender button, issue a $1 payout and check the log.

> Everything here can be changed later without affecting past payouts — including the tender button name, which you can edit any time with the pencil on the home screen.

App manual: https://howto.payplaxe.com/en/payout-manager.html