Open / Close Register

Purpose

The Cash Register feature is used to:

• Record the opening cash balance before transactions start (Open Register).
• End a shift with a cash recap and (optionally) print a closing summary (Close Register).

When Should You Open It?

Usually you open the register:

• At the start of a shift (morning/evening), before taking the first payment.
• After login and before the first paid transaction.

If the register is not open, POS may show a message like “Register not opened” and a button to Open Register.

Open Register

Steps

1. Go to POS.
2. If you see “Register not opened”, tap Open Register.
3. Fill:
   • Opening Cash (number)
   • Note (optional, for example “morning shift”)
4. Tap Open Register.
5. On success, the modal closes and POS works normally.

If Opening Fails

Try:

• Check your internet connection.
• Confirm you’re still logged in (valid session).
• Enter a numeric opening cash value (e.g., 0 or 10000) and retry.
• Exit and re-enter the POS screen, then try again.

Close Register

Close Register is used to recap end-of-shift cash and close the register.

Open the Close Register Modal

1. Go to POS.
2. Tap the Cashier / Close Register action (cashier icon) in the top actions row.
3. The Close Register modal opens.

Summary Data (What You’ll See)

The modal may show:

• Register open time
• Opening cash
• Cash sales
• Cash refunds (if any)
• Non-cash refunds (if any)
• Expenses
• Purchase payments
• Cash withdrawal (if any)
• Expected Cash

Required Inputs

In the cashier input section:

• Total Cash* (required): the actual physical cash in the drawer.
• Total Transfer (optional)
• Total Credit Card (optional)
• Note (optional)

After entering Total Cash, the app calculates the difference:

• Over: actual cash > expected cash
• Short: actual cash < expected cash

Print (Optional)

In the print preview area you may see a Print button to print the closing recap.

Note:

• Print failures are typically non-critical and may not block closing.

Save & Close

When everything is correct, tap the Save/Close action in the modal. On success:

• The register is closed.
• The app returns to the Entry screen.

Common Issues

1. “Register not opened” keeps appearing

   • Usually because the server register state is not OPEN.
   • Open the register from POS.

2. Failed to load closing data

   • Check connection.
   • Close and reopen the modal.

3. Large cash difference

   • Recheck refunds, expenses, and cash transactions.
   • Confirm “Total Cash” matches physical cash.

Tips

• Add shift notes when opening/closing to simplify audits.
• Close the register at the end of each shift to keep reports clean.