End a shift at POS

Ending a shift requires you to enter the closing balances for all transaction types, then signs you out of the register and closes it for the day. Only a manager or user with the right permissions can end a shift. This is not the same as just signing out as an employee.

Video demo - start and end a shift at POS

Closing balance calculations

Counted methods (Cash, Card, Bank, Cheque/Check) require you to enter the amount you physically counted. Integrated and web payment methods (such as Linkly, Pay by Link, and pay-on-account) are calculated automatically from order data and shown for reference only — no manual counting is required. Integrated methods only appear if they have a non-zero balance for the shift.

Refunds appear as negative amounts against the payment method used for the refund. For example, a $20 cash refund reduces the expected cash balance by $20 — so if a shift has $200 in cash sales and a $20 cash refund, the expected cash balance shows as $180. The refund and the original sale are not reconciled against each other; each shift’s expected balance reflects the net of all transactions that occurred in that shift. If a refund is processed in a different shift from the original sale, the original shift’s expected balance is unaffected — only the refund shift carries the negative amount.

End a shift at POS

1. In the sidebar menu, open the user profile section.
2. Select your profile.
3. In the top menu, select End shift.

4. Enter the closing balances for all your payment methods. The expected amount from orders is shown alongside each method so you can compare your count against the system total.

5. Optionally, enter a Bank deposit reference and any Notes for the shift record.
6. Select Confirm. This ends the shift and takes you back to the Start shift screen.

The shift record is saved with the counted and expected totals per payment method, the bank deposit reference, notes, and the user who ended the shift.