At the beginning of each day, the register is in an “initial/unopened” state. Once the register/registers are open when processing transactions you will be able to indicate which register the transaction should be recorded in. Transactions will only be reflected in the register if the register is open and selected at the ticket payment step. When you open a register it will track all of the transactions that happened, and pre-calculate what you should have for the end of the day.
In this article, we will walk through the steps of how to open a register.
Open the register at the beginning of the day:
- Go to POS > Registers
- Select the Open Register button next to the desired register
- A print modal will appear with an audit trail displaying the date, time, and name of the staff member who opened the register. On the Opening Count modal, enter the amount of money that you have in the physical register
- The opened register will display the beginning overage/shortage (float difference) for the current session
Open the register while processing a ticket:
- Go to POS > New Ticket
- Add an item to the ticket
- Proceed to take payment
- At the top of the page, select the Open Register link
- You will be redirected to the Registers tab
- Select the Open Register button next to the desired register
- A print modal will appear with an audit trail displaying the date, time, and name of the staff member who opened the register. On the Opening Count modal, enter the amount of money that you have in the physical register
- Go back to the ticket to take payment
- Close ticket