Close register

At the end of a workday at the store, it's advisable to close the cash register. This will help us account for all the money billed during the day and, in case there are discrepancies in the money, it will prevent them from overlapping with the next day's activity.

Requirements for closing the cash register:

• The user must have the role of OWNER, STORE MANAGER, or STORE SELLER. We can see the different types of roles in the section Create or edit a user.
• Previously open the cash activity. We can see how to open cash activity in the Cash Activity section.

Steps to perform a cash register closure:

1. To close the cash register, we can do it from SELL or from CLOSURES, both sections are located in the STORES section.
2. Go to the side menu and click on the SELL button within the STORES section. On the SELL screen, we find the cash register open, so we click on the button represented by three dots located at the top left next to the name of the Cash Register.
3. A dropdown will appear, and we select the option to CLOSE CASH.

Or,

1. Go to the side menu and click on the CLOSURES button within the STORES section.
2. Find and select the cash activity that is open and you want to close.
3. Click on the Actions button at the top right of the screen and select the option to CLOSE CASH.
   
   Then,
   
   
4. A cash closure pop-up will appear where you will see:
   • Payment methods: the different payment methods available and the amount entered for each of them.
   • Vouchers and gift cards: amount in vouchers and gift cards both used and generated.
   • Types of cash movements: cash opening and cash inflows and outflows during cash activity.
   • Cash count: total cash amount to be withdrawn from the cash register to leave X amount of cash in the cash fund. Once the cash is withdrawn, the remaining money must be counted and the amount entered in the Counted Balance field. If these two fields do not match, a discrepancy will occur.
   • Notes or comments: to save any type of information, for example, in case there is any discrepancy with the cash fund. Finally, click on CLOSE CASH and the cash register will be closed automatically, and the cash register closure will be printed.

Or

Image step 2 and 3: Click on the close cash button

Image step 4: Cash closure pop-up

Image step 4 > Cash count: cash discrepancy and money to withdraw to leave X cash fund