Open the Cash Drawer
You must open the cash drawer before you can start accepting cash payments for the day.1
Navigate to Cash Management
In your POS, go to the Cash Management tab, or select Record cash from the POS tab.
2
Open the cash drawer
Tap Open cash drawer.
3
Enter your starting balance
Count the cash currently in your register and enter that amount as your opening balance.
4
Confirm
Tap Confirm to begin tracking cash for the day.
You must open the cash drawer before you can take any cash payments. Skipping this step will prevent cash transactions from being recorded correctly.
Automatic Cash Tracking During Sales
Once your drawer is open, you don’t need to do anything extra to track cash sales. Every time a customer pays with cash, the POS automatically updates the cash balance to reflect the new expected total in your register. This keeps your records accurate throughout the day without any manual input.Manual Adjustments
If you need to add or remove cash from the register outside of a regular sale — for example, to make change or move cash to a safe — you can log that adjustment manually.1
Go to Cash Management
Open the Cash Management section in your POS.
2
Choose an action
Select Put cash in if you are adding cash, or Take cash out if you are removing cash.
3
Enter the amount
Type in the amount of cash you are adding or removing.
4
Select a reason
Choose the appropriate reason for the adjustment from the available options.
5
Confirm the adjustment
Tap Confirm. The POS will immediately update the expected cash total.
Close the Cash Drawer
At the end of your shift or business day, closing the drawer lets you reconcile your expected cash balance against the actual amount in the register.1
Go to Cash Management
Open the Cash Management section in your POS.
2
Select Close cash drawer
Tap Close cash drawer to begin the closing process.
3
Count your physical cash
Manually count all the cash in your register.
4
Enter the counted amount
Input the total you counted into the POS. The system will compare this against the expected balance and flag any discrepancies.
5
Close the drawer
Tap Close drawer to finalise the session.
Enable Cash Management
Before you can use Cash Management, you need to enable it in your POS display settings.1
Open Settings
Navigate to Settings in your POS.
2
Go to Display
Select Display from the settings menu.
3
Open Custom Tabs
Tap Custom tabs.
4
Enable CashInput
Toggle on CashInput to add the Cash Management tab to your POS interface.