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Open and Close Register

Location: Back Office > Platform Settings > Integrations > Register

This article explains how to open and close a register.

Open Register​

Before opening a register, ensure that the Daybook is already opened.

Conditions to Open Register​

  • A daybook must be opened before opening a register.

Steps to Open Register​

  1. Go to Registers.
  2. Click Open Register.
  3. Enter the following details:
    • Opening Balance (mandatory): Enter the opening cash balance for the register.
    • Remarks (optional): Enter any notes or remarks if required.
  4. Click Open Register.

The register will be opened successfully.

Register Details​

After opening the register, the following details will be displayed:

Register Summary​

Displays the overall register information and summary.

Sales Details​

View all sales transactions associated with the register.

Adjustment Details​

View adjustment entries related to the register.

Close Register​

Before closing a register, ensure that all orders are completed and payments are collected.

Conditions to Close Register​

  • All orders must be closed.
  • Payment for all orders must be received.

Steps to Close Register​

  1. Go to Registers.
  2. Select the open register.
  3. Click Close Register.
  4. Review the register details and summary.
  5. Confirm the closing action.

The register will be closed successfully.