Closing a Register



Overview

Closing your cash drawer does not need to happen every day. You can close it every day or you can leave it open for as many days as you wish. It is however a good idea to close it, count your cash and have a an audit point to check your funds your credit card processor has deposited to your bank account. The close out can happen one of two ways - the quick close is designed to allow you to close the drawer without counting the money. It's useful when you want to quickly take your cash drawer off the sales floor and 'into the back' for security reasons.





Full Close


  • Action Menu >> Register >> Close Register
  •  Enter your Cash Count (after entering the amount it will display if the cash is short than its expected) 
  • Click on Close Register 
  • Confirm Register Close and batch by clicking on 'yes' button and you can print the Close out report by checking on the Print close out report.



there is last minute sale and you dont want to close the register simply click on the "no" button, you will be taken to the previous window and hit on the 'Cancel' button, you can then start using your register.




Cash Count Details

if you've entered an opening cash drawer balance the cash count assumes you are entering all the cash in the drawer so both the net cash payments on sales and the cash drawer opening balance - plus or minus paid in and paid out amounts. It will display additional detail once you enter your count showing the opening drawer balance and the net cash receipts form the day's activity.  



Quick Close


  • Action Menu >> Register >> Close Register
  • Click on the arrow icon that is next to Close Register button>>'Quick Close'.
  • Confirm Register Close and batch by clicking on 'yes' button and you can print the Close out report by checking on the Print close out report.
  • Later you can go to Front Register>> Sales >> Register Sales>>Completed
  • Navigate to your close out and Enter your Cash Count.
  • Save your Cash Count