POS: How to close your day

This guide will help you through the process of closing your day using the Flatpay POS system. This involves managing your register, settling the cash drawer, and generating end-of-day reports. It’s crucial to follow these steps accurately to ensure all sales, cash transactions, and other payment methods are properly recorded and the day is successfully closed.

Prerequisites

• Ensure that all sales for the day have been completed.
• Confirm that you have your unique user-ID and PIN ready, as you will need them to complete the process.
• Make sure your POS system and connected devices, such as printers and terminals are online and functioning.

Step-by-step instructions

Navigate to the register management tab

• Access the sidebar menu: From the main screen of the POS system, navigate to the sidebar menu.
• Select “Register Management”: Click on “Register Management” to access the register management page.

Note: This page allows you to review key financial data, including net sales, card transactions, cash transactions, other payment methods, and refund amounts.

Settle the Cash Drawer (Step 1)

• Review cash payments: On the management page, locate Step 1.
• Verify credentials: Before proceeding, ensure that you are logged in with the correct User-ID and PIN. The staff name will be displayed on the overview page for verification.
• Press “Settle Cash Drawer”: Click on the “Settle Cash Drawer” button to proceed to the next screen.
• Count cash in the cash drawer: Physically count the cash in the drawer to verify the actual amount.
• Press “Set total cash in drawer”: Click on the “Set Total Cash in Drawer” button and enter the actual amount of cash inside the cash drawer.
• Press “Close Drawer”: Finally, press “Close Drawer” to complete Step 1 and move to Step 2.

Important: Accurate cash management is crucial for proper accounting. Make sure all figures are correct before moving forward.

Close the Day (Step 2)

• Press “Close the Day”: On the register management page, proceed to Step 2 by pressing the “Close the Day” button.
• Generate Z-drawer reports: The system will automatically generate and print the combined Z-drawer report, if the printer is connected. If not, the report will be uploaded to the Flatpay portal.
• Handle errors: If the POS system encounters issues retrieving data from the server or terminal, error messages will appear detailing the problems that need to be addressed.

Important: If you encounter errors during this step, follow the on-screen instructions to troubleshoot and resolve the issues before proceeding. 

Need Further Assistance? 

If you encounter any issues or have further questions, please contact our support team at +45 88 77 39 39 or support@flatpay.dk.

We are available 24/7.