Step by step
- Open Sales > Cash Register List.
- Open Filter Options and choose the User, the Status (Opened or Closed), From Date(Opened At) and To Date(Opened At), then press Filter.
- Each row shows the Cash Counter, User, Opened At, Closed At, Opening Cash, Closing Cash and Current Status.
- The eye button opens Cash Register Details: the opening cash, the sales, what was received by each payment method and account, and the total cash balance.
- To close an open register press its red X button. Closing Cash is worked out by the software; add a Closing Note if needed and press Close Cash Register.
- Excel, Pdf and Print export the list.
Good to know
- Closing your own register needs the permission to close a register; closing the register of another user needs the permission for that too.
- A register is opened when the POS, Add Sale or Quick Sale screen is opened without one; after closing, a new register must be opened before the next sale.
- With the Cash Register Management app on, closing asks you to count the cash in the drawer.
- A search looks through all dates.