To balance your cash drawer, follow the steps below.
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Vagaro Pro app (next)
Note
Once you activate this feature, you will be asked to enter a starting balance when you go to the Checkout screen at the start of the day. After entering the balance and selecting Save, you won't be able to edit it.
Important
The first employee who comes in will be prompted to enter the opening balance when they get to the checkout screen. Once they enter the balance and select Save, you won't be able to edit it.
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Navigate to → → .
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Toggle Require starting balance for cash drawer on (green.)
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Tap Save.
To view the opening balance and other transactional data for the day on the Transaction List, tap More at the bottom of the screen. Select Reports and then select Transaction List.
Important
The first employee who comes in will be prompted to enter the opening balance when they get to the checkout screen. Once they enter the balance and select Save, you won't be able to edit it.
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Click Settings, then Taxes & Checkout under Things We Sell.
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Toggle Require starting balance for cash drawer on (green).
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Click Save.
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The first employee who comes in will be prompted to enter the opening balance when they get to the checkout screen. Once you enter the balance and select Save, you won't be able to edit it.
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To view the opening balance and other transactional data for the day on the Transaction List, click Reports and then click Transaction List.
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Click the arrow to view the opening balance and other transactional data for the day.
Click Export to export the file to an Excel spreadsheet or PDF. Click Print to get a physical copy.
Comments
6 comments
The Cash Collected should also subtract the Tips to get the Current Balance, because my staff take their tips from the cash drawer immediately after the checkout. Sometimes we collect less cash in a day then the amount of tips earned from debit and credit cards. This makes the Current Balance wrong almost everyday. Bottom line is it needs to account for the tips taken out as well from debit/CC.
It will be good if daily settlement can be printed on receipt. Our counter space is very limited. Hence placing a printer is not possible. If settlement can be presented in the format like receipts - checking out for customers. This also helps to save paper as well.
Is it possible to make corrections to the cash drawer amount? If someone miss counts, then recounts and gets a different number, I'd like to be able to correct my cash drawer starting total.
Recording opening and closing cash drawer balances is very important. I understand that you can export to an Excel sheet and/or PDF file, but the fact that there's no in-system record of cash drawer daily opening and closing totals is problematic, ESPECIALLY for those who didn't know that it wasn't already recorded with the daily transaction information AS WELL AS for those with multiple people handling the cash drawer and/or reports daily. Also, an itemized cash drawer report (that is also recorded with the sales reports) would be ideal, but it is secondary to an in-system record/report of the cash drawer daily opening and closing totals.
I finally figured it out with trial and error to be sure the cash balances by NOT adding the TIP. I get my staff to enter the total amount paid by the customer wether it be card or cash and the change due is the TIP. Just don't use the tip option.
So, this seems to be a question of concern for quite some time now looking at the dates of the above comments, back 9 yrs.
We need to be able to print an end of the day cash drawer daily balance receipt, to be used to verify the drawer balance at the end of the day. With tips balances separate from product & services balance.
To be able to do this from the checkout screen preferably, without having to go into reports. As we have multiple service providers, cashiers, etc. that I don't need/want to have access to the business financial reports. Just a simple way for the last person closing the Salon to print a daily cash drawer total (not credit cards), count down the register, and drop that in the safe.
As stated above, recording opening and closing cash drawer balances is very important to keep our books balanced. Especially with having multiple employee's handling the cash drawer throughout the day. Being able to do this from the pay desk register,the web or pro app using the receipt printer depending how the business is setup checking customers out. The main thing it's a very simple, saves paper, & time efficient, cause people are closing, and want to get home after working all day.
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