The cash drawer shows what should be in your drawer right now, from the cash you've taken and given back. Count it whenever you like, and close it at the end of the day: count the cash, check your other payment methods, and choose what goes to the bank. It never changes a sale and never stops one: you can always check out, whether the drawer is closed or not.
Turn it on
In Settings › Payments, under Checkout, turn on Count and close your cash drawer and save. The Payments tab then shows the cash drawer above the day's payments. Only an owner can turn it on, and it's part of the paid plan.
The first time an owner opens the Payments tab, count the cash in your drawer, type it in Cash in the drawer now and choose Start. That's your first opening float. Typed the wrong amount? Until the drawer's first close, choose the opening float (on the drawer, or in the list), then Change opening float. The opening float shows what it is now, and its changes stay with it. After a close, an opening float can't change: every close after it was counted against it. If the drawer doesn't hold what it should, count it, and the difference shows.
Owners, managers and front desk see the drawer.
What's expected in the drawer
The drawer shows Expected now: what should be in it. That's the Opening float (the cash left in the drawer at the last close, or what you counted when the drawer started), plus Cash in (cash taken at checkouts, walk-in sales, deposits and invoices, and cash you added), less Cash out (refunds given back in cash, credit handed back as cash, and cash you removed).
Everything done with the drawer sits among each day's payments, with Cash drawer as its type: the opening float, cash added or removed, counts and closes. Each day's heading says how the drawer closed. Choose a payment to open its sale, as anywhere in Payments.
A payment counts on the day it was recorded, so a visit checked out the next morning counts the next morning. On the day the drawer starts, only cash recorded after that counts: the rest is already in the cash you counted.
Add or remove cash
Choose ⋯ › Add cash or ⋯ › Remove cash for cash that isn't a payment: petty cash, tips paid out to your team, cash to the bank or the safe, or change from petty cash. Choose a reason and add a note if you like. It counts only in the drawer, never in your sales or payments.
Count the drawer
Count the drawer checks the cash at any time, against what's expected right then: Balanced, Short or Over. Type what you counted, or choose Count notes and coins to count each note and coin and use the total. A count changes nothing else and tells nobody.
The latest count shows on the drawer, so whoever takes over sees it. Choose a count in the list to see it in full: what was expected and counted, how it came out since the count before, and the notes and coins if you counted them.
Undo a count, cash added or removed, or a close
Typed the wrong amount? Choose it in the list, then Undo count (or Undo cash added, Undo cash removed). It stays in the list marked Undone, and nothing counts it from then on, so a wrong count never splits the day. You can undo until the drawer is closed or turned off. Whoever did it can undo it, and so can owners and managers.
Closed with the wrong count? Choose the close (View details on the drawer), then Undo close. The drawer is open again, so close it with the right count. A close can only be undone on its own day: from the next day it's final, because that day opens with the float it left. A short or over notification it sent stays sent.
Changing shifts
When the drawer changes hands during the day, the person leaving counts it before they go. From then on, each count and the close also show how the cash came out since the count before, so each part of the day shows on its own, with the name of whoever counted it.
Say the morning's count finds $5 short, and the evening's close is $5 short for the day. The close shows it as balanced since the morning's count: the $5 went missing in the morning, not in the evening.
Check out your visits before you count. A visit paid in cash but checked out after the count makes that part look over and the next one short. Like the close, the count says when any of today's visits still need checking out.
Close the drawer
At the end of the day, choose Close the drawer. If any of today's visits haven't been checked out, it says so first: an unrecorded cash visit is the most common reason a drawer is over. See visits opens them. Then, in order:
- Count the cash. Its box starts empty, so the cash is always counted.
- Bank the cash. Type the Cash to bank, or choose Leave $200 in the drawer (the float you opened with) to bank the rest. What's left is the Closing float, and it opens the next day.
- Check other payments. Card, Bank transfer and Other are always there, starting at what BeNotely recorded ($0 when nothing was). Change any that don't match your card machine or bank. A payment recorded under the wrong method shows up here: cash short beside card over, and a card payment nobody recorded shows as card over. Card reader, Tap to Pay and Online need no count: BeNotely took them.
When a close is short or over, owners and managers get a notification. The person who closed it doesn't. If a count earlier in the day was already out, the notification also says how the cash came out since that count.
Turn it off
Turning the drawer off in Settings › Payments doesn't close it: a close is a count. Everything done with the drawer stays as it was, and anything not closed stays not closed. If the drawer hasn't been closed, the switch says so, so you can close it first.
When an owner turns it on again, they count the cash in the drawer to start again, and the drawer says what was expected when it was turned off. The new opening float reads Started again in the list.
A day nobody closed
Nothing happens if you forget to close. The next close includes that day, and the drawer says so: "Includes Wednesday, which wasn't closed."
When a closed day changes
A close is never changed. If a closed day's cash changes afterwards (a payment recorded that evening, a sale undone or edited, an invoice payment dated back), the day shows Changed after closing, with what was expected at close and what's expected now. Today's drawer can be closed again: Close again counts the whole day again, less the cash already sent to the bank.
Past days
Scroll down the Payments tab. Each day's heading says how the drawer closed, or that nobody closed it and which close includes it. Choose a close to see it in full: what was expected, each part of the day when it was counted during the day, what was counted, each payment method, the cash to bank and the closing float.
FAQs
Why is my drawer over?
Usually a visit that was paid in cash but not checked out yet. Check out today's visits before you count or close: both list the ones still to check out. A payment recorded under the wrong method shows as cash over beside another method short.
We change shifts during the day. How does each of us see our own cash?
Count the drawer when you hand over. The close then shows each part of the day on its own, with who counted it, so a shortfall shows in the part it happened in.
I typed the wrong count. What now?
Choose the count in the list, then Undo count, and count again. It stays in the list marked Undone. You can undo until the drawer is closed or turned off.
A visit was checked out after I closed. What now?
The day shows Changed after closing, with what's expected now. If it was today, choose Close again and count the drawer again.
Does it stop us taking payments?
No. Checkout works the same whether the drawer is open, closed or never counted.
Who hears about a short or over close?
Owners and managers, in the bell and the app. Each can tick email or SMS for it in their notifications. Whoever closed the drawer isn't told: they already know. A count tells nobody.