Can I see a breakdown of the register activity?

You can find a full activity log of each register when you click on the register and select Activity from the left side panel. Activity logs will show what amounts were moved, when, and by which team member. You can filter the activity by team member, and log type for a detailed view.

Manage your register

Learn how to open and close your register, cash in and out, and keep every cash movement logged in one place.

Open a register

From the main menu on the left of your screen, go to Sales and select Register
1. If you have multiple registers, click on the register from the top tool bar and select the register from the dropdown menu.
Click Open register under the register to open it.
Under Opening float, enter the amount of cash in the register.
1. Click on the calculator icon to tally physical cash in notes and coins.
Add a note in the textbox provided, to give context to the cash out adjustment.
Click on Open register in the top right corner to open the register.
In the top right corner of the pop-up, click on Close register to close the register.
Your register will now show as Open and will be available to cash in or cash out money.

Once opened, your register displays an Open status and is ready to record cash deposits and withdrawals. You’ll also see which team member opened the register and when.

Cash in money

From the main menu on the left of your screen, go to Sales and select Register.
1. If you have multiple registers, click on the register from the top tool bar and select the register from the dropdown menu.
Click on the + Cash in button under the register to log cash.
Choose from the following options:
1. Change from petty cash purchases
2. Transfer from bank or safe
3. Other adjustment
Under Amount, enter the cash amount being added to the register.
1. Click on the calculator icon to tally your cash by notes or coins.
Add a note in the textbox provided, to give the cash out adjustment context.
1. You can add an attachment to the notes if needed (like an invoice).
Click on the Confirm button in the top right corner to submit the cash to the register.

Once you save your value, the register will show an updated amount available in the cash register.

Cash out money

From the main menu on the left of your screen, go to Sales and select Register.
1. If you have multiple registers, click on the register from the top tool bar and select the register from the dropdown menu.
Click on the - Cash out button under the register to withdraw cash.
Choose from the following options:
1. Petty cash from purchases
2. Deposit to bank or safe
3. Other adjustment
Under Amount, enter the cash amount being removed from the register.
1. Click on the calculator icon to tally your cash by notes or coins.
If transferring cash from another register, choose the register to move cash from, from the dropdown menu.
Add a note in the textbox provided, to give the cash out adjustment context.
1. You can add an attachment to the notes if needed (like a receipt).
Click on the Confirm button in the top right corner to cash out the amount from the register.

Once saved, the register will automatically update to the new value cash amount after the value has been withdrawn.

Close a register

From the main menu on the left of your screen, go to Sales and select Register.
1. If you have multiple registers, click on the register from the top tool bar and select the register from the dropdown menu.
Click View under to the open register to view the register details.
In the top right corner of the pop-up, click on Close register to close the register.
Next, enter the value amounts that you have counted from the register.
1. Click on the calculator icon to tally your cash by notes or coins.
Under Cash closing float, enter the value amount left in the register.
1. This will be added to the cash float of the next day when opening the register again.
Under Cash to bank, enter the value amount that you are removing from the register to deposit to a bank.
1. The amount must be equal to, or less than the cash amount in the cash closing float.
Add a note in the textbox provided, to give the cash out adjustment context.
Once completed, click on the Close register button in the top right corner.
Your closing balance will be displayed for your records, click the X button to return to your registers.

Once you have closed the register, the register will display the date and time of close, and the team member who performed the close.

Taking out a cash payment

If you take a cash payment for a sale or appointment, your register must be open. You will be prompted to open the register if the register is closed at point of sale.

Any cash payments taken are automatically recorded in your register.

FAQs

Manage your register

Learn how to open and close your register, cash in and out, and keep every cash movement logged in one place.

Open a register

From the main menu on the left of your screen, go to Sales and select Register
1. If you have multiple registers, click on the register from the top tool bar and select the register from the dropdown menu.
Click Open register under the register to open it.
Under Opening float, enter the amount of cash in the register.
1. Click on the calculator icon to tally physical cash in notes and coins.
Add a note in the textbox provided, to give context to the cash out adjustment.
Click on Open register in the top right corner to open the register.
In the top right corner of the pop-up, click on Close register to close the register.
Your register will now show as Open and will be available to cash in or cash out money.

Once opened, your register displays an Open status and is ready to record cash deposits and withdrawals. You’ll also see which team member opened the register and when.

Cash in money

From the main menu on the left of your screen, go to Sales and select Register.
1. If you have multiple registers, click on the register from the top tool bar and select the register from the dropdown menu.
Click on the + Cash in button under the register to log cash.
Choose from the following options:
1. Change from petty cash purchases
2. Transfer from bank or safe
3. Other adjustment
Under Amount, enter the cash amount being added to the register.
1. Click on the calculator icon to tally your cash by notes or coins.
Add a note in the textbox provided, to give the cash out adjustment context.
1. You can add an attachment to the notes if needed (like an invoice).
Click on the Confirm button in the top right corner to submit the cash to the register.

Once you save your value, the register will show an updated amount available in the cash register.

Cash out money

From the main menu on the left of your screen, go to Sales and select Register.
1. If you have multiple registers, click on the register from the top tool bar and select the register from the dropdown menu.
Click on the - Cash out button under the register to withdraw cash.
Choose from the following options:
1. Petty cash from purchases
2. Deposit to bank or safe
3. Other adjustment
Under Amount, enter the cash amount being removed from the register.
1. Click on the calculator icon to tally your cash by notes or coins.
If transferring cash from another register, choose the register to move cash from, from the dropdown menu.
Add a note in the textbox provided, to give the cash out adjustment context.
1. You can add an attachment to the notes if needed (like a receipt).
Click on the Confirm button in the top right corner to cash out the amount from the register.

Once saved, the register will automatically update to the new value cash amount after the value has been withdrawn.

Close a register

From the main menu on the left of your screen, go to Sales and select Register.
1. If you have multiple registers, click on the register from the top tool bar and select the register from the dropdown menu.
Click View under to the open register to view the register details.
In the top right corner of the pop-up, click on Close register to close the register.
Next, enter the value amounts that you have counted from the register.
1. Click on the calculator icon to tally your cash by notes or coins.
Under Cash closing float, enter the value amount left in the register.
1. This will be added to the cash float of the next day when opening the register again.
Under Cash to bank, enter the value amount that you are removing from the register to deposit to a bank.
1. The amount must be equal to, or less than the cash amount in the cash closing float.
Add a note in the textbox provided, to give the cash out adjustment context.
Once completed, click on the Close register button in the top right corner.
Your closing balance will be displayed for your records, click the X button to return to your registers.

Once you have closed the register, the register will display the date and time of close, and the team member who performed the close.

Taking out a cash payment

If you take a cash payment for a sale or appointment, your register must be open. You will be prompted to open the register if the register is closed at point of sale.

Any cash payments taken are automatically recorded in your register.

FAQs

Manage your register

In this article

Open a register

Cash in money

Cash out money

Close a register

Taking out a cash payment