Before you can open or close a cashier shift, you need to create your cashiers.

Open a shift

At the start of a shift, set the opening balance for your cashier so it's ready for use.

  1. Go to Main menu > Finance > Cashier (or click Cashier on the Dashboard).
  2. Click on the name of the cashier you want to open.
  3. Click + Transaction received
  4. Choose the Currency of the cash you're putting into the cashier for the shift.
  5. Under Value received, enter the amount of money you're putting into the cashier for the starting balance.
  6. Under Notes, add a description of the initial balance setup.
  7. Click Save.

Close a shift

At the end of a shift, remove your takings and reset the balance of the cashier so it's ready for the next shift.

  1. Go to Main menu > Finance > Cashier (or click Cashier on the Dashboard).
  2. Click on the name of the cashier you want to close.
  3. Count the money in the cashier; it should match the balance in the shift overview.
  4. Click Close shift.
  5. Under Base value correction, enter the amount of money you'll leave in the cashier for the next shift (you can do this for each currency supported by the cashier). If you want to take all of the money out of your cashier, enter "0".If you want to leave all of the money in the cashier, leave this blank.
  6. Click Close shift.
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