The Balance POS function is an end of day function that has the cashier match the totals between what is in the cash drawer and the expected cash. By default this is a blind count, meaning the cashier does not see the expected amount and must enter in exactly what they counted.
If your cashiers have separate cash drawers or balance separately per shift, use the Balance Cashier function instead.
The Balance POS button is on the third functions page on the right side of the POS by default. If you need to create or move the button, the function is named “Balance POS” and refer to this manual page on button creation.
After pressing the Balance POS button, the cashier will be prompted to enter the amount of cash they counted from the cash drawer. They will type in the total amount using the number pad at the bottom, then press enter (you will see the amount entered on the left), and finally press the Apply button in the bottom right. By default, the system does not prompt for how many individual bills, only the total cash, but you can enable the Denominated Balance feature via Settings > Payment Methods > Cash.
By default, the cashier has three attempts to match the expected amount. If the amount does not match after three attempts, the function will complete anyway and the discrepancy will be shown on the End of Day Statement. You may adjust the maximum balance attempts by navigating to Settings > POS Profiles, choosing the profile you wish to edit, and changing the Maximum Balance Attempts to your desired number.
The POS expects the exact amount of cash, down to the penny. If you want to set an acceptable difference amount (such as $0.50 or $1) you can set that in Settings > Payment Methods > Cash > Allowed Balance Difference.
Additionally, please check out the Finish Day / End of Day Statements page for more information or see the video below:
Important Note
The POS will automatically print an end-of-day report after the POS balance process has been completed. If you do not want the POS to automatically print an end-of-day report, you can disable that in Settings > POS Profiles > turn off “Print End of Day Report”. This report will still be saved on the KORONA Studio even you disable printing.
POS Balance Widget
You may also see the current amount of cash (and any other payment method you balance) in the drawer from the dashboard by using the POS Balance Widget. This allows you to check the cash drawer balance from the KORONA Studio when you are away from the POS. This resets each time a Balance POS is done.
