Close the POS unit at the end of the day
This topic goes through the process of closing the POS as a part of the end-of-day process.
After all sales are finalized and the store is closed, you also need to go through the process of closing the POS. Closing can be done for every individual POS unit, or it can be done from one POS unit for multiple or all POS units simultaneously.
Balancing can be done several times a day, but it is usually done during the end-of-day period between work shifts.
To close the POS unit, follow the provided steps:
- From the sales view on the POS click Other Functions.
A pop-up menu is opened. - From the pop-up menu click End of Day Balancing.
A window with the overview of cash flow in the POS unit is displayed. In this view, you can check what the movement of cash in the POS unit was. - Click Cash Count in the lower left corner.
The window for counting is opened. In the upper right corner, you can see the payment methods for which the counting can be done. - Insert the counted amount in the Counted Amount Incl. Float field.
- (Optional) If there are different denominations for a currency, click the coin icon next to the Counted Amount Incl. Float field.
A pop-up window with all denominations is displayed. - (Optional) Insert the quantity of the counted denominations.
The amount is calculated according to the denomination value and quantity. - Click Close.
The Counted Amount Incl. Float is calculated according to the provided denomination entries.
If there’s a difference between the Counted Amount Incl. Float, and the Calculated Amount Incl. Float, it is recorded in the Difference field. - (Optional) To move money from a cash drawer to a bank, insert the amount you want to move in the Bank Deposit Amount field.
- (Optional) To move money from a cash drawer to another bin (e.g., a safe), insert the amount you want to move in the Move to Bin Amount field.
- Click Finalized in the bottom right corner to finalize counting for the selected payment method.
- (Optional) If you need to count other payment methods, choose the next payment method for counting, and repeat the previous steps.
- After you’ve performed counting for all payment methods, click Close in the bottom right corner.