Checkout and sales
Daily summary and closing the day
See the day's takings by payment method and team member, and count the till at closing.
Go to Sales → Daily summary. It shows today; use the arrows or date box for another day.
- Money in: everything taken, after refunds. It includes tips.
- Cash in the till: cash taken less cash refunds. It doesn't include your float.
- Takings by method: card, cash and your other methods. Gift cards being used aren't new money: that came in when the card was sold.
- What was sold and By team member: services, products and tips for each person.
Close the day
- Count the cash in the till, leaving out the float.
- Under Close the day, type the Cash counted ($) and a note if you like.
- Press Save count. It shows Balanced, or how much over or short you are.
There's one count per day for each location; saving again replaces it. Past counts are in Reports → Cash counts.
Still stuck?
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