Shifts (Open, Close, Pay-In, Payout)
Shifts track your cash drawer from the moment an employee starts work to the moment they close out. Every payment, pay-in, and payout during the shift is recorded so you can reconcile cash at the end of the day.
Before managing shifts, make sure you have:
- A device activated and an employee logged in — see POS Setup
- The Open/Close Shift permission assigned to the employee's role
1. Opening a Shift
When an employee logs in and no shift is active, the Order Board shows an Open Shift link. Tapping it opens the shift form.
- Enter the opening cash amount — the physical cash currently in the drawer
- Tap Open Shift
The system records the amount and timestamp, then redirects to the Order Board. If your printer is configured to kick the cash drawer on shift open, it will open automatically (either before or after you enter the amount, depending on your Printer Settings).
If the opening cash is zero (e.g., start of a new day), just enter 0 and tap Open Shift.
2. Cash Drawer (Pay-In & Payout)
During an open shift, employees can record cash going in or out of the drawer via Cash Drawer in the POS menu.
The Cash Drawer page has three tabs:
| Tab | Purpose |
|---|---|
| Status | Shows opening cash, expected cash, and all movements recorded during the shift |
| Pay In | Add cash to the drawer (e.g., making change, starting cash top-up) |
| Pay Out | Remove cash from the drawer (e.g., buying supplies, petty cash) |
Recording a Pay-In
- Tap the Pay In tab
- Enter the amount
- Select a preset reason or type a custom one — preset options include Customer extra money, No change, and Starting cash top-up
- Tap Record Pay In
Recording a Payout
- Tap the Pay Out tab
- Enter the amount
- Select a preset reason or type a custom one — preset options include Buy supplies, Petty cash, and Change for customer
- Tap Record Pay Out
All pay-in and payout amounts are factored into the expected cash calculation when closing the shift.
3. Closing a Shift
When it's time to close out, navigate to Cash Drawer and tap Close Shift from the Status tab (or go directly via the POS menu).
Closing is a two-step process:
Step 1: Count Your Cash
Count all physical cash in the drawer and enter the total amount. If your printer supports it, tap Open Drawer to pop the cash drawer for counting.
Step 2: Cash Withdrawal
Specify how much cash you're withdrawing from the drawer (e.g., to put in the vault). The remaining amount stays in the drawer for the next shift.
- Enter the withdrawal amount — or tap No Withdrawal to leave everything in the drawer
- Add optional notes about the shift
- Tap Close Shift
4. Shift Report
After closing, a Shift Report is displayed and automatically printed (if a printer is connected).
The report shows:
| Section | Details |
|---|---|
| Cash Drawer | Starting cash → cash payments → cash refunds → pay-ins → payouts → expected cash → actual cash → variance |
| Withdrawal | Total cash counted, amount withdrawn (if any) |
| Difference | Variance between expected and actual cash — green (balanced), blue (overage), or red (shortage) |
| Sales Summary | Gross sales, refunds, discounts, and net sales |
The full shift report is only visible to employees with the View Shift Report permission. Employees without this permission see a limited view showing only the actual cash entered.
Tap Reprint to print the report again, or Done to return to the Order Board.
What's Next?
- Order Board — Track orders through the workflow
- Register — Create orders and process payments
- Printer Setup — Configure cash drawer kick timing