Starting/ending the day on your payment terminal

Modified on Mon, 24 Nov at 10:30 AM

Starting and ending your business day on your payment terminal is fast and straightforward. Follow these steps to ensure accurate reporting.


Starting your day

  1. If you aren't already, Log in to your payment terminal using your PIN.
  2. Your day will automatically begin when you process your first sale.
  3. You can now continue with transactions as usual.


Ending your day

Properly ending your day is essential for accurate end-of-day reporting.

  1. Once business has concluded, go to the “Admin” section in the terminal menu.
  2. Select “Close Day.”
  3. The terminal will print a Z report, summarizing all sales, refunds, tips and surcharges for the day.
  4. The Z report will also be available digitally under "Reports" in your Customer Portal.

⚠️ Make sure to complete this step at the end of each business day to maintain accurate financial records.


Automatic Z report

If your day ends at the same time every day, we offer a nifty feature that automatically prints a Z report when you are closing down for the day.

  1. Go to the "Settings" page on your Terminal.
  2. Toggle "Automatic Z-report" to ON.
  3. Enter the time you want the Z-report to print.
  4. The report will automatically print at the set time each day.
  5. The Z report will not print if no sales are registered in the last 24 hours.

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