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Opening and closing registers on your iPad

In Retail POS, you can navigate freely within your account by simply selecting a shop and a register. To begin processing sales in Retail POS, however, you need to open your register. This involves counting and entering your cash drawer's opening float in Retail POS. At the end of the day, close your register to see any shortages or overages of funds in your cash drawer (cash and non-cash payment types). If you have a receipt printer set up, a Cash Drawer Adjustment printout also prints automatically when you open or close your register. 

 

Note: To open and/or close your register you need the associated employee permission(s) enabled in your employee role:
  • Sales - Open Register

  • Sales - Close Register

Open a register

  1. From the Profile screen, tap Open register.
  2. Enter an amount for each cash denomination or your total float. To move between cash denominations, you can either tap on a cash denomination or tap Next on your keyboard.
  3. Optionally, enter additional information in the Notes field. What you enter will display in the DESCRIPTION column of the Adds / Payouts report. If you have a receipt printer, it will also show on the Cash Drawer Adjustment printout.
  4. Tap Done.

v3_openingcount.png

Note: To physically open the cash drawer, tap Open drawer at the top of the Open register modal.

Close a register

To close your register, it must be the one that's currently assigned to your iPad. You can see if it is from the Profile screen. If it's not, on the Profile screen under Devices, tap Register assigned and select the register. Then, to close your register:

  1. From the Profile screen, tap Close register. This takes you to the Close register modal where you'll see an Expected amount for each payment type. By default, the Difference amount matches the Expected amount. Once you enter an amount in the Counted field, the Difference field updates to help you identify any potential miscounts.
  2. Enter an amount for each cash denomination or your total float. To move between cash denominations, you can either tap on a cash denomination or tap Next on your keyboard.
  3. For other payment types, enter a total amount for each payment type in their respective Counted fields.
  4. Optionally, enter additional information in the Notes field. What you enter will display in the Notes field of your closing count in the Closing Count report. To view it, tap the eye icon to the left of a payment type in your closing count. If you have a receipt printer, it will also show on the Cash Drawer Adjustment printout.
  5. Tap Done.

v3_closingcount.png

Note: To physically open the cash drawer, tap Open drawer at the top of the Close register modal.

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