Each location has a cash drawer session: it is opened at the start of trading and closed at the end. Only one drawer can be open per location at a time, and a sale — card or cash — can only be taken while the location’s drawer is open.

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Open the drawer

In Point of Sale, choose the location and open the drawer with your opening float — the cash already in the drawer. Enter 0 if it is empty.

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During the day

POS tracks the cash that should be in the drawer:
  • Cash sales add the cash kept for the sale (the change you gave back is already taken off).
  • Cash refunds take cash out.
  • Pay in — record cash added to the drawer for any other reason, such as topping up change, with a note.
  • Pay out — record cash taken out, such as a purchase paid from the till or a bank drop, with a note.

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Close the drawer

Count the cash in the drawer and enter the counted cash, with a note if you need one. PlatformDTC shows:
  • Expected cash — opening float + cash sales + pay ins − cash refunds − pay outs.
  • Counted cash — what you entered.
  • Difference — counted minus expected. A negative difference means cash is short; a positive one means there is more than expected.

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Drawer history

Past drawer sessions for a location can be looked up by date. Each closed session shows who opened and closed it and when, the expected, counted and difference, and a summary: the number of sales, gross sales, sales by card and by cash, refunds, pay ins, pay outs and every cash movement with its note.