Starting and ending your business day on your payment terminal is fast and straightforward. Follow these steps to ensure accurate reporting.
Opening your day
- If you aren't already, Log in to your payment terminal using your PIN.
- Your day will automatically begin when you process your first sale.
- You can now continue with transactions as usual.
Closing your day
Properly ending your day is essential for accurate end-of-day reporting.
- Once business has concluded, go to the “Admin” section in the terminal menu.
- Select “Close Day.”
- The terminal will print a Z report, summarizing all sales, refunds, tips and surcharges for the day.
- 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.
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