How to Close the Register (Pro)
Closing the register is the last job of a shift. The cashier counts what is in the drawer, the POS compares it with what should be there, and the shift is saved with a Z-report you can check later.
How each figure is built is explained in A Cashier’s Shift, Start to Finish. This page is the button-by-button version.
Step 1: Open Statistics
Section titled “Step 1: Open Statistics”Press Statistics in the POS menu. The cards show the shift so far, and Today’s Transactions lists every sale, refund and cash movement.
Step 2: Press Close Register
Section titled “Step 2: Press Close Register”Close Register sits beside the search box. The popup adds the shift up: total sales, then the opening float, cash sales, cash in, cash out and refunds, and finally Expected in drawer.
The register can only be closed online, so every sale is counted.
Step 3: Print an X-report if you want one
Section titled “Step 3: Print an X-report if you want one”Print X-Report (shift so far) prints the same lines as a receipt-width slip without closing the register. Use it to hand over a drawer midway through the day, or to check the figures before you count.
Step 4: Count the drawer and type the total
Section titled “Step 4: Count the drawer and type the total”Count every note and coin and type the total in Cash counted in drawer. The line under it changes as you type:
- Balanced: The count matches what is expected.
- Over: There is more cash than expected, shown in amber.
- Short: There is less, shown in red.
Step 5: Explain any difference
Section titled “Step 5: Explain any difference”Type what happened in the note box under the difference. When the drawer is off by more than the Require a Note Over amount, the box reads Explain the difference (required) and the register will not close without it.
Step 6: Close the register
Section titled “Step 6: Close the register”Press Close Register. The message Register Closed appears and the Z-report opens.
Press Print Z-Report for the slip, then Done. The cash figures start again from zero, while Today’s Total Sale keeps counting the whole day.
With blind close on
Section titled “With blind close on”Blind Close hides the expected amount from cashiers. The popup lists nothing, and the hint reads Count every note and coin in the drawer and enter the total. The expected amount is shown after you close. The X-report link is hidden too.
The Expected Drawer Amount card on the Statistics screen is hidden from the cashier as well.
The cashier counts what is really there instead of typing the number they were shown. Managers and shift supervisors always see everything.
When a cashier may not close
Section titled “When a cashier may not close”With Close Register switched off for cashiers under Permissions, pressing the button asks for a manager’s PIN, with the reason Close this register and end the shift.
What happens after
Section titled “What happens after”- It is saved: The shift is listed under Registers with its full Z-report.
- You are told: With Email Report on, the Z-report is emailed to you, and a copy goes to the owner’s WhatsApp when a number is set.
- The next shift starts fresh: The next sale asks for a new opening amount when the opening cash popup is on.
