The Register and Closeout report will provide record of tickets, payment types, withdrawals, deposits, and opening/closeout information (like starting cash, cash to bank, shortages, etc.). Keep in mind that the register will only show payments that are taken in person, so this will exclude tickets for prepaid appointments.
* Prepaid tickets (and all other closed tickets) can always be found on the Daily Payments report.
To access your cash drawer, go to POS > Registers
* We recommend requiring an open register to take payment (setting) to avoid potential discrepancies. If you do not require an open register, and a payment is taken while a register is closed, that payment will not be recorded in the register. In this case, the payment can always be found on the Daily Payments report.
At the beginning of each day, the drawer is in an initial/unopened state. In order to perform transactions, you'll need to open your register first by selecting Open Register.
Next, enter the initial amounts of money that you physically have in the drawer. The Opened Register will display the beginning overage/shortage for the current session.
When you click on Deposit Cash it will prompt you with the absolute amount you will need to deposit to make your Float and Cash to Bank balance.
Once you confirm to Deposit that amount it will close the register for you.
When your register is closed, the report will include the transaction summary (1), the reconciliation (2), and what your float is (3). You also have a Print Report button for the closeout report (4).
* As a note, prepaid tickets or payments that were taken while register was closed will not be recorded in the register.
In the event you do not close the register at the end of the night and balance the drawer, the system will close any register that is left open a few minutes after midnight. Because the information is not being manually entered, The system will assume a perfect value.
This will ensure that you still have a register report available for your reporting. This will also add a timestamp that the drawer was closed by the system, instead of a specific user.