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Setting up a cash drawer

Whether you're using a computer or an iPad, your cash drawer arrives ready for you to use with little to no setup.

Product_2019_1907_Drawer_FrontView.jpg

If you're planning to open your cash drawer manually, simply place it on your checkout counter and keep its key in a secure place nearby.

If you want your cash drawer to open automatically when you complete a sale, make register adjustments (e.g. opening or closing counts) or select Open Drawer in Retail POS, you need to connect your cash drawer to your receipt printer with a cable. This way, the receipt printer can let the cash drawer know when it's printing a receipt. This triggers your cash drawer to open as its mechanism is printer-driven. 

To set up your cash drawer to open automatically, select the tab that matches your Lightspeed Retail POS setup (desktop or iPad). From there, follow the setup instructions. They're applicable to all our supported cash drawers as their setups are all essentially the same.

 

What you need

To set up your cash drawer, you need the take out the following from your hardware shipment:

  • Cash drawer
  • Money tray insert (usually inserted in cash drawer already)
  • Cash drawer cable
  • Keys
Note: We send you an email as soon as we ship your hardware. If you have further questions regarding your shipment, please contact the shipping carrier or contact Billing.

 

Before you begin

Before you set up your cash drawer, we do recommend setting up your receipt printer. This way, you'll be able to test your cash drawer after connecting it to your receipt printer.

 

  • Setting up a cash drawer on your computer

     

    To set up your cash drawer on your computer, you need to:

     

    1. Connect your cash drawer to your receipt printer
    2. Configure your cash drawer to open automatically
    3. Test your cash drawer

     

    1. Connect your cash drawer to your printer

    The cash drawer cable that comes in your hardware shipment is sometimes labeled CASH DRAWER on one end and PRINTER on the other. This is to help you connect your cash drawer to your receipt printer correctly. If not, the larger end of the cash drawer cable connects to your cash drawer and the smaller end connects to your receipt printer.

     

    1. Connect the cash drawer cable to your receipt printer and cash drawer.HardwareGuide-04__3_.jpg
    2. Turn the key to the unlock position.HardwareGuide-05.jpg

    While the cash drawer is unlocked, it will pop open automatically whenever you print a receipt.

     

    2. Configure your cash drawer to open automatically

     

    1. In Retail POS, go to Settings General Options.
    2. From the Cash Drawer (iPad and Lightspeed Hub only) drop-down, select one of the following options:

      • All Payment Types (default)
      • Cash Only
      • Never
    3. Tap Save Changes.

    Screen_Shot_2020-05-20_at_2.04_1.png

    3. Test your cash drawer

    The fastest and simplest way to test your cash drawer is to go to Sales > Open Register or Sales Add Amount and select Open Drawer. Alternatively, if you don't have permission to make register adjustments (opening counts, closing counts, deposits and withdrawals) and, as a result, can't access the Open Drawer button, you can also make a sale and ask your manager to void it afterwards.

    Screen_Shot_2020-05-20_at_2.33_1.png

    If you've also set your Cash Drawer setting under General Options to Cash Only, you need to print a sales receipt to test the setting. To do so:

     

    1. Go to Reports Received.
    2. From the payment types drop-down, select Cash.
    3. Select Search.
    4. Under the SALE column, select a Sale ID.
    5. Select Print Receipt. A receipt should print and your cash drawer should open.
    6. Repeat steps 2-5 for any payment type other than cash. A receipt should print but your cash drawer should remain closed.

    Screen_Shot_2020-05-20_at_2.15_1.png

    If you've set your Cash Drawer setting under General Options to None, however, none of the receipts you print from the Received report should open your cash drawer. To test this:

     

    1. Go to Reports Received.
    2. From the payment types drop-down, select a payment type.
    3. Select Search.
    4. Under the SALE column, select an ID.
    5. Select Print Receipt. A receipt should print but your cash drawer should remain closed.
    6. Repeat steps 2-5 for all your other payment types.

     

    Alternatively, if you don't have access to reports, you can make sales and ask your manager to void them afterwards.

  • Setting up a cash drawer on your iPad

     

    To set up your cash drawer on your iPad, you need to:

     

    1. Connect your cash drawer to your receipt printer
    2. Configure your cash drawer to open automatically
    3. Test your cash drawer

     

    1. Connect your cash drawer to your printer

    The cash drawer cable that comes in your hardware shipment is sometimes labeled CASH DRAWER on one end and PRINTER on the other. This is to help you connect your cash drawer to your receipt printer correctly. If not, the larger end of the cash drawer cable connects to your cash drawer and the smaller end connects to your receipt printer.

     

    1. Connect the cash drawer cable to your receipt printer and cash drawer.HardwareGuide-04__3_.jpg
    2. Turn the key to the unlock position. HardwareGuide-05.jpg

    While the cash drawer is unlocked, it will pop open automatically whenever you print a receipt.

     

    2. Configure your cash drawer to open automatically

    1. On your iPad, open the Retail POS app.
    2. Tap Manager Settings General Options.
    3. From the Cash Drawer (iPad and Lightspeed Hub only) drop-down, select one of the following options:
      • All Payment Types
      • Cash Only
      • Never
    4. Tap Save Changes.

    Group_1__17_.png 

    3. Test your cash drawer

    The fastest and simplest way to test your cash drawer is to go to the Profile screen and tap Add amount > Open drawer. You might need to open your register if you haven't already, however.

    Alternatively, if you don't have permission to make register adjustments (opening counts, closing counts, deposits and withdrawals) and, as a result, can't access the Open drawer button, you can also make a sale and ask your manager to void it afterwards.

    If you've also set your Cash Drawer setting under General Options to Cash Only, you need to print a sales receipt to test the setting. To do so:

     

    1. Go to ManagerReports Received.
    2. From the payment types drop-down, select Cash.
    3. Select Search.
    4. Under the SALE column, select an ID.
    5. Select Print Receipt. A receipt should print and your cash drawer should open.
    6. Repeat steps 2-5 for any payment type other than cash. A receipt should print but your cash drawer should remain closed.

    Group_1__18_.png

    If you've set your Cash Drawer setting under General Options to None, however, none of the receipts you print from the Received report should open your cash drawer. To test this:

     

    1. Go to Reports Received.
    2. From the payment types drop-down, select a payment type.
    3. Select Search.
    4. Under the SALE column, select an ID.
    5. Select Print Receipt. A receipt should print but your cash drawer should remain closed.
    6. Repeat steps 2-5 for all your other payment types.

     

    Alternatively, if you don't have permission access to reports, you can make sales and ask your manager to void them afterwards.

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