Run this after the last customer, every day. The register cannot be closed while any sale is still waiting for payment, and the closing count is what your daily report compares against.
Before you start
- No customer is being served.
- Every expense paid from the drawer during the day was recorded with Register Expense / Income.
- You have a calculator or the drawer count sheet ready.
Steps
- Tap Payments. Under Tabs Awaiting Payment, charge or clear every sale that is still waiting. If the list is empty, continue.
- Tap Staff. In the Caja panel, review Recent Entries and add any missing expense with Register Expense / Income.
- Count all the cash in the drawer, including the opening float.
- Tap Close Caja.
- Type the counted total in Closing Cash Count. Add anything unusual in Notes (optional).
- Tap Close Caja and wait for Caja closed successfully.
- Read the Caja closed — reconciliation summary: Opening cash, Cash sales, Expected in drawer, Counted and Variance. Then tap Close.
- Optional: tap Print Summary before closing if you keep a paper copy, or open Reports and export the Session View later.
- Tap Clock Out for every cashier who is still on shift, then sign out.
Check it worked
- The Caja panel shows Status: Closed and the Open Caja button is back.
- In Reports, the Session View lists today’s session with a Closing count and Variance.
- The Variance is zero or explained by your notes.
If something goes wrong
| Problem | What to do |
|---|---|
| Cannot close caja — there are open tabs. Close all tabs first. | Go to Payments, select each sale under Tabs Awaiting Payment and charge it. If the customer left, ask a manager to remove the items with a reason. Then close again. |
| The Variance is negative (drawer is short) | Recount. Check for an expense that was paid but never entered, and add it with Register Expense / Income before closing. |
| The Variance is positive (drawer is over) | Check for a cash sale that was charged as card, or an income entry that was never recorded. Note it in Notes (optional). |
| You closed the register but there is one more customer | Open a new register session with Open Caja, sell, and close again. Both sessions appear separately in Reports. |