Help Center / Point of sale · How-to
Cash in and cash out
Record money you put into or take out of the drawer during a shift, with an amount and a reason.
- Who can use this
- Shop owner, Shop Manager, Shop Sales Manager, Cashier
Help Center / Point of sale · How-to
Record money you put into or take out of the drawer during a shift, with an amount and a reason.
Use cash in and cash out for money that moves through the drawer without a sale: extra change brought in, a bank drop, a small purchase paid from the till. Each movement changes the cash the drawer is expected to hold at close.
Select Cash in / out in the bar at the top of the till.
Select Save. The till confirms with the type and the amount.
Every movement is written to the activity log with its reason. The totals appear as Cash in and Cash out in the cash drawer section of the X-report and Z-report. See X-report and closing a shift.
You can move cash on a shift you opened. The owner and Shop Managers can do it on any shift at their locations.
| Role | Cash in | Cash out |
|---|---|---|
| Shop owner, Shop Manager | Yes | Yes |
| Shop Sales Manager, Cashier | Yes | Up to Largest cash-out a cashier may take without a manager in the till rules |
That limit starts at 0, which means every cash-out is done by the owner or a Shop Manager. On a cashier's till, the panel shows the limit: "A manager does cash-outs above …."
There is no manager code to type on the cashier's screen. For a larger cash-out, the owner or a Shop Manager signs in themselves, opens the same register with Use this register and records it.
A cash-out is refused when it is more than the drawer should hold: "The drawer should hold only …: this much cash cannot come out of it."
The expected cash is the opening cash, plus cash sales, minus cash refunds, plus cash in, minus cash out.
Cash in and cash out stay available on a shift that is already open, even when the POS register add-on is no longer in your plan or the register is locked.
| Message | What to do |
|---|---|
| "Enter an amount above 0." | Type the amount |
| "Say why the cash moves (at most 191 characters)." | Fill in Reason |
| "A manager has to take this cash out: ask the shop owner or a manager to do it on their till or app." | The amount is above the cashier limit |
| "Only the person who opened this shift, or a manager, can do this." | You are selling on a shift a colleague opened |
| "This shift is already closed." | The shift was closed. Open a shift |