Overview
At the start of the day, you’ll open your shop with a float in the till so that you have enough cash to give as change to your customers.
Whatever the amount you choose to put in, you can record the float when you open the register to begin trading.
As you trade through the day there may be reasons to put cash in or take cash out - for example, when paying for deliveries.
These cash recordings won’t create any accounting, but along with cash processed for sales and refunds, they will be reported in the payments report printed at the end of the day You will then reconcile this report to your till contents.
Important: All the cash functions require the manager role.
Opening the register and adding a float
- Swipe left to right to open the management menu
- Tap "Open the register"
- You will be asked whether you want to open the register or keep the register closed
- You will be prompted to enter the initial float that you're adding to the register
- Tap "Yes" to confirm or "No" to re-enter the amount
Adding and removing cash during a shift
- During the trading day you can add cash into the till or take cash out. Swipe left to right to open the management menu
- Tap "Cash in" or "Cash out"
- Enter the amount that you are adding or removing from the till
- A receipt will be printed automatically
Closing the register
- Swipe left to right to open the management menu
- Tap "Close the register"
- This action will close the trading session, print the trading session summary and clear down the summary ready for the next trading session
- You will be asked to confirm that you want to close the register
- If you haven't yet printed the Payments Report you can do that now, or alternatively log out
- Tap "Done" if you want to return to the basket screen or "Logout" if you want to log out of the basket
Opening the cash drawer
- Swipe left to right to open the management menu
- Tap "Open the cash drawer"
- If the cash drawer is attached to the connected printer then the cash drawer will open