Virtual Register

With our virtual registers, you can track who opens and closes them and manage cash and non-cash tips. Every in-store transaction, whether it's cash, card, gift card, or check, is automatically tracked and recorded. At the end of the day, you can reconcile cash and credit card transactions in minutes.

Things to know:

• The ability to access registers is managed by the "Accessing Register" access control setting
  
• In order for transactions performed in-store to be reflected in the register, you need to open the register first
• Transactions are recorded on the date the payment is received rather than the date the ticket is closed. For instance, if a client had an appointment on June 21st but paid on June 15th, the transaction would be reflected in the register on June 15th.
• Prepaid transactions do not appear in the register
• Gift card, membership, and package purchases made online do not appear in the register
• Registers that were left open overnight will be automatically closed by the system a few minutes after midnight (merchant time). The system will assume a ‘perfect count’ for cash/checks and credit cards. 
• Full Gift Card Redemptions:
  • In-store: Reflected on the date the ticket is closed in the Register Closeout Report.
  • Online: Does not appear in the Register Closeout Report but is displayed on the date it is redeemed in the Business Snapshot report (even if the ticket remains open).
  • Example (Online Redemption): If a $200 gift card is redeemed online on September 18 to prepay for an appointment on September 23, the Register Closeout Report will not display the redemption since the payment occurred online and the ticket remains open until the appointment date. However, the Business Snapshot Report will record the $200 redemption on September 18, ensuring the payment is reflected on the actual date it was taken.
• Partial Gift Card Redemptions:
  • In-store: Displayed on the date the gift card is redeemed in the Register Closeout Report.
  • Online: Displayed on the date the gift card is redeemed in both the Register Closeout and Business Snapshot reports (even if the ticket remains open).
• The Register Closeout Report generally reflects payments by date but will not display the following when they occur online or before a ticket is closed:
  • Full gift card redemptions
  • Prepaid appointments
  • Membership or package redemptions

Related Articles

• Opening the Register
• Deposit/Withdraw Cash
• Withdraw Tips
• Closing the Register