Getting to the POS Manage tab
Click POS in the top menu, then click the Manage tab.
You'll see four tabs across the top of POS: Sale, Refund, Transactions, and Manage. The Manage tab has two panels: Cash Register Balance on the left, and Cash Movement on the right.
Cash Register Balance (left side)
This panel shows what should be in your cash drawer right now.
Your Cash Drawer should contain: followed by the current balance.
Payment Method Types
Below the balance is a Payment Method Types table. Click the date range at the top right of the table to change which dates it covers.
The table shows each payment type your salon uses, with its count and amount for the dates you picked.
Click Start End-Of-Day, above the table, to begin your end-of-day reconciliation. See Advanced End of Day Process for the full walk-through.
Cash Movement (right side)
Use this panel any time cash goes in or out of the drawer outside of a sale, such as petty cash or banking. Under Enter a Cash Transaction, follow these steps.
- Choose a Transaction Type: Remove cash from drawer, Add cash to drawer, Correct too much cash in drawer, or Correct too little cash in drawer.
- Choose a Reason: Petty Cash, Banking, End-Of-Day, Float, or Other.
- Type the amount in Enter Amount.
- Type a short note in Comments explaining what the money was for.
- Click Submit.
You'll see a Transaction Completed pop-up, and your cash drawer balance updates straight away. The movement also shows up in POS > Transactions, so you've always got a record of who moved cash and why.
Tips
- Check the Payment Method Types table before you start your End-Of-Day process, so you can cross-check your totals.
- Always add a reason and a comment for cash movements. It makes reconciling much easier later.
- If your drawer is over or under, use the "Correct" transaction types to bring the balance back in line.
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