Overview
In this article you will learn how to Close a Point of Sale Register from the Terminal.
Before You Start
Register support is optional on RecDesk; please contact your RecDesk Customer Success Manager to activate this feature. See How do I Manage Multiple Registers at One Location?
You must have one of the following roles to Close a POS Register from the Terminal:
- Director
- Assistant Director
- POS Shift Manager
From the POS Terminal, click on or touch the POS Actions drop down and choose Close Register. The Expected Cash Balance will be shown which is calculated as follows: Opening Balance + Sales - Returns
Closing an Open Register from the POS Terminal
- Enter the Counted Cash Balance from the Register
- Optionally add a Note
- Click the Close Register button.
The Shift Detail for that Register will display.
Tips:
Shift Detail can also be seen on the POS Register/Shift Detail report found under the Reports tab.