Turn on the till (cash management) for your POS

Turn on cash management to give each POS device its own till. Staff start it with a float, record cash paid in and out, check it with an X report and cash up with a Z report. It stays off until an admin turns it on.

Before you start

• An admin backoffice login. The switch doesn't show to other logins.
• At least one POS device. See Add a POS or Kiosk device.
• A cash drawer on the receipt printer at each till, ideally. The till works without one, but the drawer won't open for it and its reports may not print. See Connect a cash drawer to the POS.

Turn it on

1. In the merchant portal, go to Users → POS devices.
2. In the Cash management box, tick On.

The portal says "Cash management is on: your POS devices will offer to start the till", and Reports gains a Cash-ups tab.

What changes on the POS

Within a minute, or when the POS is reloaded. There's no need to sign the POS out.

• A Till button appears in the POS top bar, after Products. It reads Till · open while the till is open. On a phone it's under Staff tools.
• After a staff member signs in, the POS offers to Start the till with the float the last close left. See Start the till and count the float.
• Every payment taken on the POS goes on that device's till: cash, EFTPOS, card and other. Cash refunds made on it come out of its drawer.
• Kiosk and online orders are on no till. They stay in Reports → Sales Summary.

Nothing ever stops a sale. If nobody starts the till, the first payment starts it with the carried float.

It works with or without staff PINs. With them, the till records who started it, who paid cash in or out and who closed it. See Give staff their own PIN for the POS and Kiosk.

One till per POS device login

Each POS device login has one till. Two tablets signed in with the same login share it: one float, one count and one Z report for both. Give each tablet its own login: Users → POS devices → New POS device.

The Cash drawer warning

While no printer has Cash drawer ticked, the box warns you with one of these:

• "No printer has Cash drawer ticked yet, so the till's drawer won't open and its X and Z reports won't print. In Settings > Printers, tick Cash drawer on the receipt printer at each till."
• "No printer has Cash drawer ticked yet, so the till's drawer won't open, and its X and Z reports print on your printer named 1. In Settings > Printers, tick Cash drawer on the receipt printer at each till."

Go to Settings → Printers, edit the receipt printer at the till, and tick Cash drawer (A cash drawer is plugged into this printer). With more than one POS device, set Opens for to the device at that printer.

The till's X and Z reports print at:

1. the printer with Cash drawer ticked whose Opens for is that POS device; else
2. a printer with Cash drawer ticked that opens for Every POS device; else
3. your docket printer named 1, the one that prints every order.

Never a label printer, a KIOSK printer, or a printer with another name such as KITCHEN.

Turn it off

Untick On. The portal says "Cash management is off". Within a minute the POS stops showing the till, and new sales go on no till. A till that was open stays as it was, so close each till before you turn it off. While it's off, Cash-ups is hidden from Reports. Turn it back on to see your past cash-ups again.

If something is not right