Without an open shift the register does not take payments. Each tablet keeps its own shift.
Open the shift
- Open Shift. You will see “No open shift”.
- Count the cash in the drawer and enter it in “Opening cash”.
- Tap “Open shift”.
If you accept another currency, it may ask you for “Today’s exchange rate”.
During the shift
Under “Shift open” you see the sales made, the total sold, the payments by method and the “Cash that should be in the register”.
- “Cash in”: money you put in the drawer (for example, more change). It asks for an amount and a reason.
- “Cash out”: money you take out (a payment to a supplier, a withdrawal). It asks for an amount and a reason.
- “X report”: a partial summary at any time, without closing. You can “Print” or “Share”.
Close the shift
- Tap “Close shift”.
- Count the cash in the drawer and enter it in “Counted”.
- Confirm. If there are open tabs, the app warns you: they stay open for the next shift.
You will see “Shift closed” with the Expected, the Counted and the Difference. Tap “Print Z” or “Share Z”.
What the Z close includes
- Gross sales, Refunds, Net sales, Tax, Tips and Total collected.
- Payments by method (cash, card, transfer and the rest).
- The cash: Opening cash, cash sales, Cash in, Cash out, cash refunds and what should be in the drawer.
- Payments received on accounts from customer accounts and Gift cards sold, if you use them.
- The counters: number of tickets and voids.
Previous shifts
Under “Previous shifts” you see each close with who opened and who closed, and “Drawer balanced” or the difference. Tap one to see the “Shift detail”.
Several registers
If you have two registers in the same location, each one opens and closes its shift with its own cash and its own Z close.