To balance your cash drawer and keep track of all the money you receive in Vagaro, just follow these steps:
- Select Settings.
- Select Taxes & Checkout.
- Enable the Require starting balance for cash drawer option.
- Once you're finished, select Save.
Once this feature is enabled, you will be asked to enter a starting balance when you go to the Checkout screen at the start of the day. Remember, once you enter the balance and select Save, you won't be able to edit it.
Let's get started!
Click here to enable the feature.
On the Vagaro Pro App
Remember 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.
1. Tap More at the bottom of the screen.
2. Tap Settings.
3. Tap Taxes & Checkout.
4. Toggle the Require starting balance for cash drawer option.
5. Tap Save.
To view the opening balance as well as 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. Remember the cash drawer total resets at midnight.
On the Web Version
Remember 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.
1. Click Settings.
2. Click Taxes & Checkout on the left side of the screen.
3. Toggle the option next to Require starting balance for cash drawer. A green color indicates that the feature has been enabled.
4. Click Save at the bottom of the screen.
5. 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.
6. To view the opening balance as well as other transactional data for the day on the Transaction List, click Reports at the top of the screen. Then click Transaction List on the left side of the screen.
7. Click on the arrow to view the opening balance as well as other transactional data for the day. Remember the cash drawer total resets at midnight.
Click Export to export the file to an Excel sheet or PDF. Click Print to get a physical copy.
Comments
5 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.
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