The batch, one more time
Everything you sell lands in the day's batch, the same one you opened with Open Batch in "Ring up your first sale." Closing it is the bookkeeping heartbeat: it finalizes the day's sales into a report you can read, print, and reconcile against the cash drawer.
Pick your closing style once
Under your store's settings, Batch Close Mode offers three ways to run this:
- Manual, Open and close batches yourself. You tap Close Batch when the day ends. Most control, easiest to forget.
- Store Hours, Auto-close when store closes. The set-and-forget option once your hours are in (it needs them, the app will say Set store hours first otherwise).
- Automatic, Auto-cycle at midnight. A hard daily cycle regardless of hours.
If you close by hand: closing is final for that batch, the app warns you, because after Close Batch no new sales join that day.
Online orders run their own daily batch and close themselves when your store's local day ends, nothing for you to do there.
Read your day
Batch Reports holds every closed batch. Open one and you get the day's story: totals per payment type, cash, card, and the rest, so the cash line is exactly what should be in the drawer beyond your float. Count the drawer against it while the day is fresh; a mismatch tonight is a mystery, next Tuesday it's a legend.
You can print the report to your receipt printer or export it, end-of-day slip for the binder, numbers for the accountant, same source.
The rhythm that works
Last customer leaves.
Close the batch (or let your auto mode do it).
Open Batch Reports, glance at the totals, count cash against the cash line.
Go home. That's genuinely the whole ceremony.
If something's off
- Cash doesn't match the report. Recount first, it's usually the count. Then check the day's refunds (cash refunds leave the drawer) and any paid-outs you made from it.
- You forgot to close for a few days. Close it now; the report just covers a longer stretch. Then switch Batch Close Mode to an automatic mode so it never depends on memory again.
- It won't let you close. Something's still open, the app tells you what's blocking (an open check, an unfinished payment). Settle it, then close.