Printed from https://zeropos.shop/help/close-the-day
Close the day
Count each payment method against what the till expects, then close the shop's day and print its slip. The boxes start at the expected amounts, so type what you really count.
Owners can change what each role may do.
Close day sits at the bottom of the sidebar. The dialog shows one shop's day and, when counting is on, asks for a real count, method by method, before it lets the day close.
When to use it
At the end of each working day, at each shop. At the start of the day: Opening float: open the day and count the cash.
Before you start
- If your shop opens its day, it was opened at this shop (Opening float: open the day and count the cash); if not, the dialog shows the report but can't close it. A shop that doesn't open its day closes it all the same.
- Leave the cash you started with, the Opening float, out of your count: the till expects only today's takings.
- Count the drawer, and have the card terminal's total for the day to hand.
Steps
- Step 1
Tap Close day at the bottom of the sidebar.
- Step 2
Check the Location and leave the Date on today.
- Another date only shows that day's report: closing always closes today.
- Today is the shop's: after midnight it is the next day, and the day before can't be closed any more, so close before midnight.
- Step 3
Read the report: Sales, Refunds, Seller totals, and what the till expects for each method under Payment methods.
- Step 4
Under Counted cash / tender, overwrite each box with what you actually counted.
- The boxes start filled with the expected amounts, so an untouched count always reads Balanced.
- Step 5
Read the badge: Balanced, or how much is Over or Short.
- Step 6
If it is off, recount, and write anything worth knowing in Closing notes (optional).
- Step 7
When it balances, tap Close day, then Print for the slip.
What happens next
- The close keeps what was expected, what was counted and the difference, in the Day closes report (Review the day closes: counted against expected).
- If the day is reopened or closed again later, this count is kept, never overwritten: Day closes lists it as an earlier count.
- At a shop that doesn't open its day, the slip and the report say Day not opened: there was no count in the morning.
- Anyone still clocked in at that shop is checked out (Check in and out).
- By default owners, administrators and managers get a Day closed notification, unless it is switched off in MANAGE › Settings › Notifications.
A day closed too early
Nothing is counted over: each close is kept, and the Day closes report lists every earlier count with who set it aside and why (Review the day closes: counted against expected).
At a shop that opens its day, New Sale says the day is closed, by whom and when, and offers Reopen day: write why and tap it (Opening float: open the day and count the cash). Sell, then close the day as usual: the count covers the whole day.
At a shop that doesn't open its day, the till keeps selling after the close. Open Close day, tap Close again, write why under Why are you closing again?, count the whole day and tap Close again.
Anyone who can close the day at that shop can reopen it or close it again. Owners, administrators and managers are told either way, with the reason.
Tips taken today
When the shop asks for tips, the dialog shows the day's Tips and how many sales had one. They are not sales: each method that took a tip expects it too, so the drawer and the card terminal add up (Take payment at the till).
Count cash tips with the rest of the drawer, and pay them out after the close. The slip prints Tips taken under the payment methods.
Someone allowed to see commissions also sees Who gets what: each person's part by the shop's rule (Tips: what customers can choose and who gets them). The team's part is shared by everyone checked in that day, so before the close it reads Who gets what so far. Each person's tips for a period are in the Staff report (Pay, commission, targets and costs: which report answers what).
Questions
The cash is really short. What do I do?
Our shop doesn't open its day. Can we still close it?
Do I count the opening float?
Why is the expected cash lower than the day's sales?
Why does a box start below 0?
Can we close without counting?
Who can close the day?
Who is Unassigned under Seller totals?
If you see this…
On screen
The day has not been opened at …. Open it in the POS before closing.
What to do
Your shop opens its day, and today's wasn't opened at this shop. Open it on New Sale (Opening float: open the day and count the cash), then close. Whether a shop opens its day is set in MANAGE › Settings › Day open / close or by its own Day open (Add a shop or storage location); a shop that doesn't open its day never sees this.
On screen
This day changed a moment ago: another device closed it, or midnight passed at the shop. Check it above.
What to do
Either another till closed the day first, so it is closed once, with that till's count, in the Day closes report (Review the day closes: counted against expected); or the shop's midnight passed while the dialog was open, and it now shows the new day. A count made the day before can't close it.
On screen
Counted total does not match expected total.
What to do
This is why Close day stays greyed. Recount; if the money is really missing, tell a manager instead of changing the figures.
On screen
This day is already closed at ….
What to do
Somebody has closed it already. You can still tap Print for its slip, with the last count. Closed too early? A shop that doesn't open its day taps Close again; one that does reopens it on New Sale (Opening float: open the day and count the cash).
On screen
Write why you are closing again, in 200 characters or fewer.
What to do
Type a short reason under Why are you closing again?, then tap Close again.
On screen
Could not close day
What to do
Check the connection and tap Close day again.
Good to know
- Card payments get a box too: compare it with the card terminal's end-of-day total.