Overview:  Here is a quick break down of the Best Practices for Closing Procedures on the Tab POS.  We have broken down the steps into a Simple to Advanced list depending on the way you operate your Business.

A Very Simple Closing - After your last Sale...

1. Run your Daily Sales Summary Report - running this report provides your Sales details for the Day
   • TabPOS > Reports > Daily Sales Summary
      
2. Logout of the POS

Simple Closing - After your last Sale...

1. Run your Daily Sales Summary Report - running this report provides your Sales details for the Day
   • • TabPOS > Reports > Daily Sales Summary
       
       
2. Cash Balance Report - if you are managing your Bank, the Cash Balance Report would be ideal, as it breaks down your Opening Balance, Cash Transactions, and any Cash Payouts or Pick Ups you might have ran.  This is helpful for the next step when Closing your Bank.
   

• • • CAS>Reports>Transactions>Cash Balances
      

     3. Close your Bank - your Bank can be Closed

in Simple Mode

• • • TabPOS > Management > Close Bank

 Advanced Closing - After your last Sale...

1. Run all Reports
   TabPOS > Reports
    
2. Z Report Report - This will close reset your Bank for you automaticallyTotals for the day.
    
3. Financial Reconciliation - create a reconciliation for the day by entering in your Total Cash, Credit, and other Sales. This   Click here to learn more about Financial Reconciliation.
   CAS > Transactions > Financial Reconciliation