Opening and closing your register each day helps keep your sales, cash drawer, and reporting accurate. At the beginning of the day, you'll open the register and record your starting cash amount. At the end of the day, you'll close the register to reconcile your drawer and generate a Closing Report that summarizes your day's activity.
Opening the Register
- On your Material POS App, click the 3 line menu (☰) on the top left corner of the screen.
- This will expose the extended side menu bar.
- At the bottom of the menu bar, you will see a picture of a register and the words "Open Register".
- Click on "Open Register"
- Count the cash in the register and set that as you Opening Amount
- Select Open
- You are now ready to start processing transactions
Closing the Register
You will close your register at the end of the day. Once your register is closed, you will not be able to check any more customers out until you re-open the register.
- On your Material POS App, click the 3 line menu (☰) on the top left corner of the screen.
- This will expose the extended side menu bar.
- At the bottom of the menu, you will see a picture of a register and the words "View Register Session".
- Click on "View Register Session".
- This will open up the closing report template.
- Review the day's totals, including:
- Total Sales
- Net Sales
- Sales Tax
- Expected Cash in Drawer
- Next, you'll fill out CASH IN THE REGISTER. You'll count up your TOTAL cash amount that is currently in the register (make sure you count the amount you're planning to leave in the register too)
- Next you'll type the amount you want to leave in the drawer under CASH TO LEAVE IN THE REGISTER.
- On the right side of the screen, you'll see your breakdown by payment method for cash, credit/debit cards, gift cards, and store credit.
- Next, you'll hit Close Register. This will generate the closing report.
- You have the option at the bottom left of the screen to either print the closing report out on your receipt printer, or email the closing report to the email address of your choice.
You can access this closing report at any time in the reports tab of your POS app, or on your backend here
If you need to pay for services in cash from the register, you can View Register Session and select Remove Cash to keep your register accurate