The Balance Cashier function allows the cashier to enter in the amount of cash at the end of shift and prints an end of day cashier report.
To add the button to your screen please refer to our Create POS Buttons/Button Configurations manual page.
At the POS, once the cashier has finished the shift, simply select the Cashier Balance at the POS.
This will only account for the sales performed by this individual Cashier. This is typical in shift work where one cashier will leave and another will take over.
The system will prompt for a monetary amount to be entered. By default, the cashier will have 3 attempts to enter in the correct amount. Each time it is entered wrong the system will prompt how many attempts are left. On the last attempt, if the amount is still incorrect, the system will accept it with discrepancies and will notify you.
To change the number of attempts you will need to adjust the “Maximum Balance Attempt“ under the POS profile settings. To learn more please visit our Point of Sales Profiles manual page.
To view, a report of cashier balances navigates to the Evaluations > Cashier Balance report. For more information please refer to our Cashier Balance Report manual page.
*Note: This is not the same function as POS balance which will end the entire business day. Also, this cashier will no longer be able to ring until a full Finish Day has also been completed. To learn more about POS Balance please visit our Balance POS manual page.