How to Close the Day: End of Day Process (Manual)

To successfully close the day, please follow the directions below:

Start by Ensuring All Your Checks are Closed:

Login to the POS and Select "ALL" to View all checks:

If you have Checks under Active Tab you'll want to Close them out.

Select “Closed” to confirm that all checks are closed

Next: Clock Out Your Employees:

From the Login screen, select Clock Out and have your employees enter their Login PIN to Clock Out

Next: Close Out Any Open Tills:

Got to Operations > Till Management > Select the Active Till > and select Close Till from the bottom right corner:

Count your drawer and select Continue: 

Next, your can Print the Till Summary then select Submit:

Next, select the menu button (3 lines from the top left corner) to open Operations Menu and select Batch/Tip Adjustment:

Select the “Tip” that needs to be adjusted
Note: Purple highlight indicates Tip has already been added to the card transaction

Enter the Tip amount and press “Continue”

Purple bar will indicate that the Tip has been adjusted successfully
Note: If you need to re-enter or edit the entered Tip amount, select the Tip amount on the transaction and re-enter the amount.

Next, select Submit Batch to Settle the transactions and Close the Batch
NOTE: Once batch is closed, tips can no longer be entered into the transactions. If you missed entering the tip on a transaction, you may email support@cocard.com

 with the request to provide you with the steps on how to manually enter the missed tip.

Next, select the 3 lines from the top left corner to open the Operations Menu and select Close Day:

Select Close All Cashiers to Close out your Active Cashiers:

Next, select Close The Day and Select "Yes":

You will be presented with "Close the Day Checklist" which is designed to assist you in completing tasks that are needed to successfully Close the Day. You may select each one to complete the task to proceed.

Note: You do not need to have the Employee clocked out in order to Close the Day. This is useful for Employees who must remain clocked in to close the Day and clock out after the Day has been closed.

Once you complete all appropriate tasks, select "Submit" to Close the Day:

You have now successfully Closed the Day:

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