Close out a cash drawer for POS sales

In this procedure, you will learn how to close out a cash drawer for orders taken through the Point of Sale system.

1. Go to Sales>Order>Point of Sale.

   

2. On the rows, select one or more Batch Numbers (with balances).

   Tip: To create a new batch, click New Batch .

3. Along the column headings, select the Payment Types to be posted.

   You may select multiple payment types; however, for reconciliation purposes, credit cards are often posted separately.

4. To view a report, click Preview , and then click View on the Print Document pop-up that appears. You can use this report to reconcile against the money found in the cash drawer.

   

5. To finalize and deposit the payments, click Post.

   On the confirmation message that appears, click OK, and then on the Print Document pop-up that appears, print, view, send, or save the recap report.