Cash Management

Handle cash transactions, manage your till, and perform closeouts.

Cash Drawer Basics

Opening the Drawer

The drawer opens automatically when:

• Processing a cash payment
• Making change
• Opening register at shift start
• Manager override

Manual Drawer Open

If you need to open without a transaction:

1. Tap Drawer icon in POS
2. Select Open Drawer
3. Enter reason (required)
4. Drawer opens

Drawer Security

Cash Security

Never leave your cash drawer open unattended. An open, unmonitored drawer is a theft risk and a policy violation that may result in disciplinary action.

• Close drawer between transactions
• Report any issues immediately
• Keep bills organized by denomination

---

Processing Cash Payments

Step-by-Step

1. Open Payment Screen

   • From order/table, tap Pay

2. Select Cash

   • Tap Cash button

3. Enter Amount Received

   • Use quick buttons ($1, $5, $10, $20, $50, $100)
   • Or type exact amount

4. View Change Due

   • System calculates automatically
   • Change amount displays prominently

5. Open Drawer

   • Tap Complete
   • Drawer opens

6. Make Change

   • Count change to customer
   • Always count back to amount given

7. Close Transaction

   • Transaction recorded
   • Receipt offered

Quick Cash Buttons

Button	Use When
Exact	Customer pays exact amount
$20	Most common for small orders
$50	Larger orders
$100	Big bill provided

---

Making Change

Count-Back Method

For $23.47 total, customer pays $40:

1. Start from total: "$23.47"
2. Add to reach even: "50 cents makes $23.50"
3. Add to next dollar: "50 cents makes $24"
4. Add bills: "$1 makes $25, $5 makes $30, $10 makes $40"
5. Hand over: 3 pennies, 2 quarters, $1, $5, $10 = $16.53

Count-Back Method

Always count change back to the customer starting from the total up to the amount given. This prevents disputes and builds customer trust.

Tips for Making Change

• Count change into customer's hand
• Verify large bills before opening drawer
• Keep adequate change in drawer
• Request more change before running low

---

Starting Your Shift

Getting Your Drawer

1. Log in to POS with your credentials
2. System assigns your till
3. Count opening cash
4. Verify matches expected amount
5. Sign off on opening count

Opening Drawer Count

Count and verify:

• Each bill denomination
• Coins (if counting)
• Total starting amount

Denomination	Qty	Amount
$1	20	$20
$5	10	$50
$10	5	$50
$20	4	$80
Total		$200

Report Discrepancies

If count doesn't match:

1. Re-count
2. If still off, notify manager
3. Document discrepancy
4. Manager will investigate

---

Safe Drops

What is a Safe Drop?

A safe drop removes excess cash from your drawer:

• Keeps drawer secure
• Reduces theft risk
• Required when drawer exceeds limit

When to Drop

Event	Action
Drawer exceeds $300	Make a drop
Receiving $100 bill	May require drop
Manager request	Make a drop
Every 2 hours (busy)	Make a drop

How to Drop

1. Count cash to drop (leave base amount)
2. Go to Drawer → Safe Drop
3. Enter drop amount
4. Place cash in drop envelope
5. Sign envelope
6. Drop in safe
7. Transaction recorded

Drop Documentation

Each drop records:

• Date/time
• Employee name
• Amount dropped
• Witness (if required)

---

End of Shift Closeout

Closing Your Drawer

1. Go to Drawer → Closeout
2. Count all cash in drawer
3. Enter counted amounts by denomination
4. System calculates expected vs. actual
5. Document any variance
6. Manager reviews and signs

Counting Procedure

Count each denomination:

Item	Qty	Each	Total
Pennies	50	$0.01	$0.50
Nickels	40	$0.05	$2.00
Dimes	50	$0.10	$5.00
Quarters	40	$0.25	$10.00
$1 bills	45	$1	$45
$5 bills	20	$5	$100
$10 bills	15	$10	$150
$20 bills	25	$20	$500
$50 bills	2	$50	$100
$100 bills	1	$100	$100
Total			$1,012.50

Variance Handling

Variance	Action
$0 (exact)	Perfect!
Under $5	Document and proceed
$5-$20	Manager reviews
Over $20	Manager investigates

What Causes Variance

• Miscounted change
• Wrong amount tendered
• Missed safe drop
• Pricing error
• Theft (investigate)

---

Paid In / Paid Out

Paid Out

Cash given out for legitimate expenses:

1. Go to Drawer → Paid Out
2. Enter amount
3. Enter reason (e.g., "Emergency supplies")
4. Get receipt signed
5. Attach to documentation

Paid In

Cash added to drawer:

1. Go to Drawer → Paid In
2. Enter amount
3. Enter reason
4. Document source

Common Paid Outs

Reason	Requires
Delivery driver tip	Receipt
Emergency supplies	Receipt
Customer refund	Manager approval
Petty cash expense	Receipt + approval

---

Cash Security

Best Practices

1. Verify large bills - Check $50s and $100s
2. Close drawer promptly - Never leave open
3. Count back change - Prevents disputes
4. Stay alert - Watch for quick-change artists
5. Report issues - Suspicious bills, shortages

Counterfeit Detection

Counterfeit Bills

Always verify $50 and $100 bills before placing them in the drawer. If a bill feels suspicious, do not accept it -- call a manager immediately.

Check bills for:

• Watermark (hold to light)
• Security thread
• Color-shifting ink
• Proper paper texture

If suspicious:

1. Do not accept the bill
2. Call manager
3. Politely ask for different payment
4. Document if needed

Quick-Change Scam Prevention

Common tactics:

• Multiple bill swapping
• Distracting conversation
• Rapid denomination changes

Prevention:

• Complete one transaction at a time
• Keep customer's money on ledge until done
• Count change back carefully
• Ask manager if unsure

---

Troubleshooting

Drawer Won't Open

1. Check power/connection
2. Try manual key release
3. Contact manager
4. Use backup drawer

Amount Doesn't Calculate

1. Verify all items on order
2. Check for pending items
3. Clear and re-enter
4. Restart POS if needed

Cash Short at Closeout

1. Re-count carefully
2. Review transactions
3. Check for safe drops not recorded
4. Document and report

---

Voice Commands

Say	Action
"Open cash drawer"	Opens drawer (with reason)
"Cash payment"	Starts cash transaction
"How much in my drawer?"	Reports cash total
"Start closeout"	Begins end-of-shift count

---

Manager Controls

Cash Drawer Settings

Managers can configure:

• Opening drawer amount
• Maximum before required drop
• Variance thresholds
• Required dual-count for closeout

Viewing Cash Reports

Reports → Cash Management:

• Cash by employee
• Drop history
• Variance report
• Over/short trends

---

Related Guides

• Payment Processing
• Tips
• Refunds