How to Close the Day: End of Day Process

How to Close the Day: End of Day Process

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


Enter the Tip amount and press “Continue”


Yellow bar will indicate that the Tip has been adjusted successfully
Note: If you need to re-enter/edit a 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:










Select Submit to Close the Day:


You have now successfully Closed the Day


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