Point of Sale: Run the Till in Your Shop

Overview

The register sells from the same catalogue, customer list and stock as your storefront. Each register belongs to one of your stores, so a sale there is taxed for that store and takes stock from that store's shelf. Open it from Channels → POS. It runs in the browser on any tablet or computer.

The register is on every plan. Loyalty and gift cards are on the Growth plan and above.

Step 1: Set up stores, registers and card readers

Go to Settings → POS setup (or click Set up locations the first time you open the till).

1. Click Add location and enter the store's name, address and time zone.
2. Set Sells stock from to the stock location this store sells from. Sales at its registers take stock from there, and returns go back there.
3. Add a register for each till you run in the store, and choose its Receipt language: English, or Français (Canada) for a store in Québec. Its sale, gift, layaway and emailed receipts print in that language.
4. If you take cards on a reader, add it under Card readers. Readers on your own Stripe account are listed to pick from; you can also add one by its reader id (tmr_...). The till sends each payment to the reader from our server, so it works with Stripe smart readers that take payments that way. Mark one reader as the default.
5. To give a register its own reader, pick the register beside the reader under Card readers. That register's card payments then go to that reader instead of the default, and each register can have one reader.

The cart on the customer's side of the reader

A reader with its own screen (Stripe Reader S700 or S710, or BBPOS WisePOS E) that is paired with a register shows the customer the cart while you ring it up: each item, its price and quantity, shipping and tip, the tax and the total. A points discount is named on a line of its own and is already taken off the total. The figures are the ones the till charges, worked out on our server, and they update a moment after you stop changing the cart. The screen clears when the sale is completed, parked or emptied.

Readers without a screen, and readers that are not paired with a register, show nothing; the sale works the same either way. If the reader cannot be reached, the till carries on and the sale is not held up. The display never interrupts a card payment that is in progress on the reader.

Step 2: Add your cashiers

On the till, choose Add a cashier and enter their name. Give them a PIN and they must enter it to sign in, so each sale, tip and drawer is credited to the person who really made it. A drawer opened by a cashier with a PIN needs a PIN to close; any active cashier can enter theirs, so a manager can cash up.

Managers approve with their own PIN. The till stays signed in under one login all day, so that login alone cannot say who approved something. Set Role to Manager when you add someone (or click Make manager under Manage) and give them a PIN. Then these need the manager to choose their name and enter their PIN, on top of a manager's sign-in at the till and the authenticator code if you use two-factor sign-in:

• a paid out or a cash drop over your limit (see Cash in and out of the drawer);
• a discount or a lower price over your limit (see Discounts and price changes);
• a tax exemption card typed at the till for one sale;
• a return the product's return policy refuses;
• cash back for a layaway that was paid by card.

Only an active manager with a PIN can approve, wrong PINs count towards the same lockout as signing in, and the audit log names the manager. If no manager at your store has a PIN, the till's sign-in approves as before, and the till and the audit log say the till's sign-in approved it.

A tax exemption card typed at the till is approved for that customer and that one sale: choosing another customer, or ringing up the next sale, needs a new approval.

Cashiers can also be linked to staff records for the time clock; see HR and timesheets.

Step 3: Start a shift

Click Start shift, choose the location and the register, confirm the cashier and count the Opening float in the drawer. A register has one open drawer at a time: if another device opens the same register, it joins the drawer that is already open.

Step 4: Ring up a sale

• Find a product by typing its name or SKU in the search box, scanning its barcode, or tapping it in the grid. The row of categories above the grid narrows it to one category; All shows everything again. A product with options asks which one. A scan is matched against your own products only: the till never sends a scanned code to a public product database, so your item codes and scale labels stay in your store, and a scan does not wait on anyone else. Looking a barcode up in public databases is for adding a new product (Products → Scan), and is never done for a code starting with 2, 02 or 04, which only your store uses.
• Attach a customer by looking them up by name, email or phone, or create one with New customer. Their loyalty points show next to their name, and they can spend them on the sale (see Spending points).
• Add a tip with one of the preset percentages or a custom amount, if you take tips. A percentage is worked out on the goods after any points discount and before tax, never on the tax or the shipping, and the till shows what it is of ("15% of $100.00 before tax"). Québec has required this since May 7, 2025; BestWebby does it for every store. A custom amount is charged as typed.
• Receipt language switches this sale's receipt between English and French. It starts at the register's own language and goes back to it after the sale.

The till asks the server for the total as the sale changes and shows the goods, tax, tip and total. Tax is worked out for the register's store (for a sale you ship, for where it is going). Charge waits until the total is in.

Discounts and price changes

Price on a line changes what that line sells for: Set price to a new price each (per kg on a weighed item), % off the line's price, or Amount off each unit. Discount the whole sale takes a percentage or an amount off the goods. Each one needs a reason: pick one (price match, damaged or open box, staff discount, customer goodwill, bulk purchase) or type your own.

• The server works out the price, never the till: a line's new price becomes its price each, and the receipt prints the regular price under it, such as Reg. $20.00 (-25%). A discount on the whole sale comes off after any promotion or code and before points, and the tax is worked out on what is left.
• Your limit. When a discount or lower price takes off more than your limit, a manager approves it on the till before Charge works: they choose their name and enter their PIN, with a manager's sign-in at the till and their authenticator code if you use two-factor sign-in. The till checks each line's cut, the discount on the sale, and everything together. Set the limit under Settings → POS setup → Discounts at the till; it is 10% unless you change it, and 0 makes every discount and price change need a manager. A raised price never needs one.
• The approval is for that sale only, as rung up. Change a price, a quantity or a reason afterwards and the till asks for it again.
• Every changed line keeps its regular price, what was done, the reason and who approved it, and the order keeps what the till's discounts took off. Each sale with one is on the audit log (pos.manual_discount), the shift summary shows Till discounts, and the sales-by-staff report adds up what each cashier took off.
• A gift card is never discounted. A discount cannot be given on a layaway; ring the item up at its price there.

Spending points

With a customer attached who has points, the till shows their balance under Points. Type how many to use, or click Use all. Each point is 1¢ off the goods, after any promotion and discount and before tax, and never more than the goods come to: the till says when it used fewer than you typed. The server checks the balance when the sale is taken, the order and the receipt show Points redeemed with the number spent, and the points come off the customer's balance with the sale. Spending points needs a connection, so it cannot be done while the till is offline.

Selling a gift card

A gift card product is on the till with the rest of your catalogue. Tap it, choose one of its amounts (or type any amount from 5.00 to 1,000.00 when it lists none), and add who it is for if you like. With an email address the card is emailed to them too.

When the sale is paid the card is made with the amount loaded on it, and the sale screen shows its code once with Print card: a slip with the value, the code and a barcode of it, to hand over. The code is not shown again (the receipt and Catalog → Gift cards show its last four), so print it then. The card is not taxed, discounted or tipped on, earns no points, takes no stock, and cannot be paid for with another gift card. It counts as money owed to the customer, not as a sale, until it is spent, the same as a card bought online. Selling a gift card needs a connection. A sale that sold a gift card is refunded from Orders, which takes the card's unspent value back first, not with Return at the till.

Serial numbers and lots

For a product tracked by serial number, the till asks which unit leaves when you add it: pick it from the units in stock at this store, or scan or type its serial number. More serial numbers than units raise the quantity. When the product requires a serial at the sale, Charge waits until every unit on the line has one. For a product tracked by lot, Choose the lot on the line picks the lot it comes from; leave it and the store's rule picks one (earliest expiry first). A serial number or lot that is not in stock for that product is refused before you charge, so the order always names the unit the customer took.

Age-restricted items

When you add a product with a minimum age, the till asks Check ID: customer must be 19 or older. Press Confirm only after you have seen ID showing the customer is that age or older; Remove item leaves it out of the sale. The till asks once per sale, at the highest age in the cart, and again only when you add an item with a higher age. Charge asks too if the check does not cover the cart, so a resumed parked sale is never charged without it.

The server refuses a sale whose check does not cover every item, before any payment is taken, and the order records the age, the cashier who confirmed it and the time. A sale rung up offline carries the confirmation, and the time it was given, when it syncs. Which products need an age is set on the product; see Age-restricted products.

Selling by weight

A product sold by weight or measure (see Selling by weight or measure) shows its price per unit on its tile, such as $12.99 / kg. Tapping it, or scanning its barcode, opens Weigh:

• Type the Weight, or press Read the scale to take it from a scale plugged into the computer by USB or serial cable. Read the scale is offered in Chrome and Edge, which can talk to a scale; in other browsers, type the weight. A reading the scale marks as still settling is not taken: wait for a steady weight and read it again.
• Enter a Tare for the container if the weight includes it. The tare stays for the next item, so a run of the same tubs needs it once.
• The till shows the net amount and its price, for example 1.235 kg @ $12.99/kg = $16.04. Press Add.

Weighing the same product again adds to its line, and the line is priced once on the total. + on the line weighs more of it; the bin takes it out. At the till the step and the smallest amount you set for online orders do not apply (the scale decides), but the largest amount does, and the sale is refused before any payment if the amount is more than you have in stock. The receipt, printed or emailed, prints the amount under the item, such as 1.235 kg @ $12.99/kg; the gift receipt prints the amount alone, such as 1.235 kg. A weighed item cannot go on layaway, and is refunded by the amount from the order (Orders → the sale → Refund) rather than with Return at the register.

Scale labels

A deli or produce scale can print a label whose barcode starts with 2 and carries the item's code and the pack's price or weight. Scan it at the till and the product goes into the sale at that amount, with no weighing:

• Give each product sold by weight the item code your scale uses as its SKU (or as its barcode). A label whose item code matches no product, or more than one, is refused and the till names the item code.
• A price label adds the amount that price buys at the product's price per unit at this register. A $5.43 label on cheese at $12.99 / kg adds 0.418 kg @ $12.99/kg = $5.43, and the till shows the label's price beside it. A label never changes the product's price. If no amount comes to exactly the label's price (the scale has a different price per kg than the till), the till adds the nearest amount and tells you the label's price, so you can check the scale.
• A weight label adds that weight in the product's unit; grams on a product sold by the pound are converted.
• A label whose barcode does not add up (a wrong check digit, on the whole code or on its price or weight) is refused with what to do: scan it again, or weigh the item. Nothing is added.
• A product sold by the unit cannot be rung up from a scale label; scan its own barcode.
• A code is read as a scale label only when no product has it as its own barcode, so products you have already given codes starting with 2 scan as before.
• With no connection the till still reads scale labels, under the formats it saved the last time it was online, against the products sold by weight it saved with them, and the message starts with Offline. The sale is priced again when it syncs. If the till has not saved your formats yet (it has never been online since they were set up), it says so and adds nothing: weigh the item instead.
• The order keeps the label each line was rung up from: open the sale under Orders to see the label's code, its format and the price or weight on it, and whether the sale read it the same way. Use it to answer a question about an amount. Receipts, gift receipts and emails do not show it.

Set the label format under Settings → POS setup → Scale labels: the prefixes your scales print (20 to 29, and 02 for a 12-digit UPC label), how many digits the item code has (4, 5 or 6), whether the price or weight has its own check digit in front of it, and whether the label carries the price in cents or the weight in grams. Until you change it, the till reads prefixes 02 and 20 to 29 with a 5-digit item code, a check digit in front of the value, and a price. Add a format for each kind of label your scales print, for example 20 to 24 for price labels and 25 to 29 for weight labels, or turn scale labels off. Try a label checks the digits under a label against your saved formats and products before you scan one at the till. Only the store owner can change the format, as with the rest of POS setup.

Step 5: Take payment

• Split payment takes the total across more than one tender. The card reader is not offered in a split.
• Gift card: enter the card's code and its balance is applied first.

Cash rounding to 5¢

Canada no longer issues the penny, so a cash payment is rounded to the nearest 5¢. Turn it on or off under Settings → POS setup → Cash in / out with Round cash totals to 5¢. Until you choose, it is on for a store that sells in Canadian dollars and off for any other currency.

• Only the cash part of a payment is rounded: amounts ending in 1¢ or 2¢ round down, 3¢ or 4¢ round up, 6¢ or 7¢ round down to 5¢, and 8¢ or 9¢ round up to 10¢. A $10.12 sale paid in cash is $10.10; a $10.13 sale is $10.15.
• Card, card-reader, gift card, e-Transfer and other payments are charged to the cent.
• Tax is worked out on the total before rounding, so the tax on the sale does not change.
• In a split payment only what is left for cash is rounded. With a gift card applied first, the cash for the rest is rounded.
• The till shows Cash due and the Cash rounding line before you charge, and works out the change from the rounded amount.
• The order keeps its true total. The rounding is recorded beside it as its own line, on the receipt, in Accounting (Cash rounding (5¢)) and in the orders export, so your sales and your cash both add up.
• A sale rung up while the till was offline keeps the rounding it was rung up with when it syncs.

Interac debit on the card reader (Canada)

If your store sells in Canadian dollars (CAD), the card reader takes Interac debit cards as well as credit cards. Stripe sends a Canadian debit card over Interac, so most Canadian debit cards work. There is nothing to set up in BestWebby; your Stripe reader must be registered to a location in Canada.

Interac debit works differently from a credit card:

• It is taken in one step. The money is taken when the customer approves it on the reader. A credit card is only authorised and is taken when the till finishes the sale.
• It cannot be cancelled once approved. If the sale is refused after the card was approved (for example, the last unit sold online), the reader asks the customer to insert or tap the same card again to get the money back, and the till waits for it.
• Refunds need the card. Stripe refunds Interac debit only with the customer's card on a reader, never from the order page or the Stripe Dashboard. See Returns and refunds at the register below.
• It needs a connection. Interac debit never works offline.

The till, the receipt and the order show Interac debit for these payments. BestWebby is not endorsed by or affiliated with Interac Corp.

Ship a sale to the customer

When the customer wants the order sent rather than taking it with them (the shelf is out of it, or it is a gift), click Ship to customer before you charge.

1. Address: pick one of the customer's saved addresses, or type the recipient's name, street, city, province or state, postal code and country.
2. Ships from: the stock location the parcel leaves from. It starts on the register's own store; choose your warehouse or another store if the stock is there. The stock comes off that location, not the register's.
3. Shipping method: the rates your store charges online for that address, from Shipping, with the transit days and an estimated delivery date. The cheapest is picked until you choose another. A carrier you paused is not offered.
4. Email for the order confirmation: the customer's email is used unless you type another.

The total then includes the shipping, and the tax is worked out for where the parcel is going, as your online checkout would, not for the register's store: a Toronto till shipping to Vancouver charges GST and BC PST, to Calgary GST only. Take payment with any tender, including the card reader and split payment.

If none of your rates reaches the address, the till says so and nothing is charged; add a rate for it in Shipping, or use another address. If your store has no shipping rates set up at all, the sale ships at no charge, as it would from your online store.

The sale goes to Orders as a paid order waiting to ship, the same as a web order: buy the label, print the packing slip and mark it shipped there, and the customer gets the tracking email. The customer is sent the usual order confirmation with the shipping line and estimated delivery, and the receipt shows Ships to with the address and the shipping line. A shipped sale needs a connection, so it cannot be rung up while the till is offline. The whole sale ships; to send part of it and hand over the rest, ring them up as two sales.

Step 6: The receipt

The receipt shows your business name, the store's address, your tax numbers, the lines, the customer, the cashier and how the sale was paid, including Interac debit or Card (reader) for a card-reader payment. A line whose price you changed prints its regular price under it, points spent print as Points redeemed, and a gift card sold prints with its last four.

Receipt footer. Under Settings → POS setup → Receipt footer, write the line every till receipt ends with in place of Thank you!: your return policy, opening hours or website, up to 300 characters. It prints on the printed and emailed receipt, and on a receipt rung up offline once the till has been online since you set it. Leave it empty to print Thank you! again. Gift receipts keep their own return note.

Cash rounding. A sale paid in cash and rounded to 5¢ prints the total, then a Cash rounding line (Arrondi au 5 ¢ on a French receipt), then the cash taken.

Tax numbers. Every number you have entered is printed, one line each: your GST/HST number (the Tax ID on your Billing details page), your QST number (Québec, ten digits, then TQ, then four digits, for example 1234567890TQ0001) and your BC PST, Saskatchewan PST or Manitoba RST number. Enter them on the same page; a QST number in the wrong shape is not saved. A number you have not entered is not printed.

A store with its own legal details. If a store is run by its own company, open Settings → Locations, click Legal details on the inventory location the register's store sells from, and enter its legal name and tax numbers. Its receipts then print that legal name under your business name, and its tax numbers in place of yours, one number at a time: a number you leave empty prints your own.

Receipts in French. A register set to Français (Canada), or a sale switched to French at the till, prints every word in French, money as "12,50 $", dates as "3 nov. 2026", and the taxes by their French names: GST, QST, HST and PST print as TPS, TVQ, TVH and TVP. The gift receipt, the layaway receipt and the emailed receipt (its subject too) follow the language the sale was printed in. Your own text, such as product names and your layaway policy, prints as you wrote it. The receipt shows the tax as one line under the name of your first tax rule.

• Print prints it from the browser.
• Email the receipt to sends it to the attached customer or to an address you type. It goes from your store's own email address. If your email is not set up yet, the till says it was not sent.
• Gift receipt prints a receipt to go with a present. Tick Send a gift receipt (no prices) to email it instead, for example to the person the gift is for.

Gift receipts

A gift receipt lists the items and quantities (an item sold by weight or measure shows its amount, such as 0.452 kg, without its price per unit), your store's name, address and phone, the date of the sale, and the receipt number with a barcode of it. It shows no prices, totals, tax, payment method or card details.

It shows a return-by date when the products have a Return window (days) set on them: the sale date plus that many days, in the store's time zone. If the items have different windows, each line shows its own; a product marked final sale says Final sale. If no product has a window, no date is printed. For a sale shipped to the customer the window counts from delivery, so the gift receipt says "Returns within 30 days of delivery" rather than a date.

You can print or email a gift receipt later from the order: open it in Orders and click Gift receipt. Only till sales have gift receipts.

Returns and refunds at the register

Click Return on the till.

1. Find the sale by its receipt number, the customer's email or their name.
2. Pick the items and quantities coming back.
3. Choose how to give the money back: Cash from this drawer, Back to the card (reader sale) for a sale paid by credit card on your card reader, Back to the Interac card on the reader for a sale paid by Interac debit, Refunded on my card machine when you refunded it on your own machine (recorded, no money moved), or Store credit.
4. Enter your authenticator code if you use two-factor authentication.

Final sale and return windows. The till follows each product's own return policy, the same one your storefront's returns form uses. A product marked final sale, or one whose Return window (days) has passed, shows Final sale or Return window closed on a date in the list, and starts at zero. The window counts from the sale (from delivery for a sale you shipped, and from the day it was paid off for a layaway). If you pick it anyway, the return is refused with the reason. A manager can still take it back: enter the reason and click Override and give back. This needs an owner, admin or manager sign-in, the same authenticator code as any refund, and the manager's PIN when your store has a manager with one; the override, its reason and who approved it are written to the audit log. Returns with a gift receipt follow the same rule.

Returns with a gift receipt. Scan the barcode on the gift receipt (or type its receipt number) to find the sale, then tick Returned with a gift receipt. The refund then defaults to Store credit, because the person returning the gift is not the one who paid: the store-credit code is handed to them and is not added to the buyer's customer record or emailed to the buyer. You can still choose the original payment instead, for example when the buyer comes back with it.

Interac debit refunds. The customer must be there with the card they paid with. The till asks the reader paired with its register for that card (or your default reader when the register has none) and waits while the customer inserts or taps it; the refund is recorded once Stripe has made it. Stop waiting cancels the request on the reader, and nothing is refunded unless the card was already presented. At most what the Interac payment took can go back to the card; give the rest in cash or as store credit. If the customer is not there, give the money back in cash or as store credit. Refunding an Interac debit sale from the order page is refused with the same explanation.

The returned items go says where they go: Back on sale (onto the shelf of the store the sale came from), Damaged — write off (say what is wrong), Return to vendor (name the supplier; they are added to a draft supplier return) or Quarantine (lot or serial tracked items only, held off sale until released). Left on Store default, they follow Received goods default to on the Returns page, the same as returns received there. A refund can never be more than the sale. A cash refund comes out of the open drawer and is counted at the end of the shift. When your store rounds cash to 5¢, the cash you hand back is rounded the same way, and the till says how much to hand over. Rounding never hands back more cash than the sale took in cash: when rounding up would, the refund rounds down instead. When a sale is refunded in full, the loyalty points it earned are taken back. Only people who can refund orders can make returns.

A sale you shipped to the customer. Only what has already shipped can be handed back at the till, and it goes back to the location the sale shipped from, not to this store. Items still waiting to ship are not with the customer yet: refund or cancel them from the order in Orders, which takes them off the shipping list.

Layaway

Layaway holds goods for a customer on a deposit; the sale completes when they have paid the rest. Set your terms under Settings → POS setup → Layaway: the minimum deposit (20% unless you change it), how many days the customer has (60), how many days before the due date they are reminded by email (7), and your layaway policy. Write the policy plainly: what happens to the deposit if the customer cancels or does not pay. It is printed on every layaway receipt, and each layaway keeps the terms it was opened under.

Put a cart on layaway. Ring the items up and attach the customer, then click Layaway and Put this cart on layaway. Enter the deposit (at least your minimum), check the due date, choose how the customer pays (cash, the card reader, your own card machine, a gift card, e-Transfer or other) and click Take deposit. The goods are taken off your stock straight away, so nobody else can buy them, and the layaway receipt prints with the total, what has been paid, the balance and the due date. A layaway needs a connection. Lot- or serial-tracked items, gift cards, and lines with a changed price cannot go on layaway.

Take a payment. Click Layaway, find the layaway by its receipt number or the customer, and click Take a payment. Any tender works, as for a sale. When the balance reaches zero the sale is complete and you hand the goods over. When your store rounds cash to 5¢, each cash deposit or payment is rounded on its own: the layaway is credited the amount you entered, the till tells you the cash to take, and the layaway receipt shows the rounding beside that payment. Cancelling gives back exactly the cash each cash payment took.

Pay by link. Email a payment link sends the customer a link to pay the whole balance by card, on your own Stripe account. The link is also shown on screen to read or text when the email cannot go. A layaway paid off by link waits for the customer in Orders → Pickups. Taking a payment at the till replaces any link already sent.

When it is overdue. At the due date you are told under Notifications (and by email), and the layaway is marked overdue on the till. Nothing happens to it on its own. You choose:

• Cancel and refund gives the payments back, the way each was paid, in cash from the drawer, or as store credit. In cash, the drawer gives back what was paid in cash; giving cash for a card or payment-link payment needs a manager's approval (their PIN, when your store has a manager with one). Without it, give that part back the way it was paid or as store credit. An Interac debit payment goes back only with the customer's card on a reader, so a layaway with one is refunded in cash or as store credit (BestWebby is not endorsed by or affiliated with Interac Corp.).
• Forfeit keeps the payments, as your layaway policy allows. Only do this when the policy the customer was given says so.

Both put the goods back in stock, need an owner, admin or manager sign-in (cancelling also needs someone who can refund) and ask for your authenticator code if you use two-factor authentication. A card refund that does not go through stays on the till's list so you can Retry the card refund.

How it is counted. Until a layaway is paid off its payments are deposits: they show in Accounting as layaway payments, not sales, and the order reads On layaway. The sale, for the full price, is recorded the day the balance is paid. Cash taken for a layaway is counted in the drawer at the end of the shift, shown as Layaway cash beside the cash sales. A layaway's order cannot be refunded or cancelled from Orders; use the layaway at the till. Once paid off, it is returned like any other till sale.

Park a sale

If a customer steps away, click Park order to set the sale aside and serve the next person. Parked lists the parked sales; open one to carry on where you left off.

A sale set to Ship to customer keeps its address, shipping method and ship-from location while it is parked. When you open it again the shipping and the tax are worked out afresh, so the total follows your current rates; if the method is no longer offered, the till asks you to pick another.

If the connection drops

The register keeps taking cash and the tenders it records, and stores the sales on the device. Products it has listed scan as usual, and scale labels are read with the formats it saved (see Scale labels). A sale shipped to the customer is the exception: its rate and tax come from the server, so it waits for the connection. So does a sale that spends points, sells a gift card, or has a discount that needs a manager's approval and has none yet. When it is back online it sends them, once each: a sale whose first attempt was lost on the way is never recorded twice. A card-reader payment needs a connection, and Interac debit never works offline: while the till is offline, take cash or another tender.

If the server refuses a sale it queued, for example because the last unit sold online in the meantime, the till shows Sales not recorded with the reason. Try again sends it again; Discard drops it. You are also told under Notifications, because the goods may have left the shop with no order.

Cash in and out of the drawer

Click Cash in / out at the top of the till to record cash that goes in or out of the open drawer without a sale. Choose the type, enter the amount and say what it was for:

• Paid in: cash put in that is not a sale, such as change from the bank.
• Paid out: cash taken out to pay for something, such as a courier or supplies. Choose what it was spent on under Spent on (supplies, postage and couriers, repairs and maintenance, staff meals and refreshments, fuel and travel, or other).
• Cash drop: cash taken out to the safe during the shift.

Each one is recorded with its reason, the cashier signed in at the till and the time, written to the audit log, and changes the cash the drawer should hold at the end of the shift. A paid out is also an expense in Finance → Accounting under the heading you chose, and is sent to QuickBooks Online or Xero when Ledger sync is on; a paid in is listed in the ledger but is not revenue; a cash drop is not in the ledger. See Accounting. A drawer opened under a cashier's PIN needs a PIN for these too. You cannot take out more than the drawer should hold, and a drawer that has been closed takes none.

Paid outs are counted over the whole drawer, not one at a time: once the paid outs from this drawer would come to more than your limit, that paid out needs a manager. A single cash drop over the same limit needs a manager too. Paid in never does. The manager is an owner, admin or manager signed in at the till, with their authenticator code if they use two-factor sign-in, and the manager's own PIN when your store has a manager with one. The limit is 50.00 unless you change it under Settings → POS setup → Cash in / out; 0 makes every paid out and every drop need a manager. The cash in / out CSV shows who approved each one.

Step 7: End the shift

Click End shift and count the cash in the drawer. The till shows the opening float, the cash you should have (float, plus cash taken for sales and layaways, plus paid in, minus cash refunds, paid out and cash drops) and whether the drawer is over or short, and the shift summary breaks the takings down by payment method and shows Paid in, Paid out, Cash drops, Till discounts and Points spent on lines of their own. The cash you should have is the rounded cash actually taken and handed back; the shift's net Cash rounding is shown on a line of its own. Download cash in / out (CSV) saves the drawer's movements with their reasons. Cash that reached a drawer after it was counted is listed separately. Every shift is under Channels → Shifts, with its paid in, paid out and cash drops beside the cash sales.

Good to know

• Stock, customers and orders are shared with your storefront: a till sale appears in Orders like any other, and you are told about it as a new order.
• Customers earn loyalty points at the till at the rate you set in Customers → Loyalty, on the goods and tax (not on a gift card bought), and spend them at 1 point for 1¢.
• If you run more than one storefront, the selector at the top of the till chooses which storefront's prices it charges.