It is a good idea to close your register at the end of each day so that you have an audit point to count your cash and can check your sales against the funds deposited by your credit card processor into your bank account.   Closing out daily is not a requirement in MicroBiz, but rather a good practice.   You can continue to run your register for days (or weeks) without closing it if you choose to.

What to auto close your register?

We also have a feature to auto close your register.  This is usually set up to close around the same time your payment terminal batcgh auto closes.  For more information on how to set this up, see https://cloudv2.microbizcloud.com/support/solutions/articles/9000213025-setting-up-register-batch-auto-close-task-scheduler.

Closing Your Register

To manually close your register, navigate to Front Register >>  Action Panel  >>  Register - and press the 'Close Register' button.

There are two methods to close a register, which are controlled by a toggle switch at the top right of the form - a 'Cash' count and an 'All Tenders' count.  

Cash Count

The 'Cash' option limits the draw count to cash.  To close your batch using this option, simply enter your cash count, and the system will calculate your cash overage/shortage and display the amount of cash to deposit in your bank account.    The 'All' method allows you to enter counts for all your tenders.  Most uses chose the 'Cash' method give ease of use.

When you are done entering your cash count, click on 'Close Register' button.

All Tenders Count

The 'All' tender type option displays all the tender types.  In this scenario, you enter your counts for the different tender types and the system displays any variances from the calculated balances.  When you are finished entering your counts, press the 'Close Register' button.

To print a Close Out Report as part of the close process, select the 'Print close out report' check box on the confirmation form,  

Next Step:  Hardware Set Up v2.0 >>