Close the register and print the long report (shift close) on the POS

Applies to Invu POS 6.10.1 on iPad, Android and Windows. Labels are shown as they appear when the POS is in English; to switch languages, press and hold the Invu logo and choose Change Language.

On the POS there are two different steps that people usually call "closing the register":

• Close Register: count the cash in the drawer of one register. You do it in Cash Register Actions.
• Close Turn: print the Long Report with the With Close Shift option. You do it in System Reports.

They are independent: you can do one without the other, in any order. At the end of a shift you normally do both.

Before you start

• Check that the device has the right register selected: tap the Invu logo in the top bar and open Select Cash Register.
• You need an employee whose role can register cash and print the long report. If the logged-in employee cannot, the POS asks for the PIN of someone who can. Permissions are assigned in the Admin Panel, under Settings > Users and Roles > POS Roles.

1. Count the register (Close Register)

1. Tap the Invu logo and choose Cash Register Actions.
2. Choose Close Register. If the option says Open Register, that register is not open.
3. Enter the quantity of each bill and coin in the drawer. Use whole numbers and leave 0 where there are none.
4. In the Other section, enter the total of each non-cash payment method (for example, cards).
5. Tap + at the top of the panel and enter a PIN if asked.
6. If your count differs from what the system expects by more than 1 (in any currency), the POS asks for a Gap Reason: pick one from the list or type it.
7. A closing ticket prints with Amount (what you counted), In Amount (the opening float) and Gap. Sign it and keep it.

If several registers are open, you can count all of them from one device: System Reports > Close Day Report > Close All button. It opens the count for each register, one after another.

2. Print the long report and close the shift

1. Tap the Invu logo, choose System Reports and then Long Report. The window with that list is titled "Cash Register Actions"; that is expected.
2. If asked, enter the PIN of an employee allowed to print the long report.
3. Wait if Recovering closed orders appears: the POS is sending the day's missing orders to the server.
4. Choose the report type:

5. Choose the register: Current Cashier (this register only) or All Cashiers (the whole store). If your business has a single register, the POS does not ask.
6. If You have open orders or You have orders unbilled appears, it is best to review those orders before closing. To print anyway, answer Yes and ask a manager with that permission for their PIN. This warning only appears on registers set up for e-invoicing or direct printing.
7. Choose where to print: Print per Precheck, Print per Network Printer or, if the register has a fiscal printer, Print per Fiscal.

Important: with With Close Shift, the shift is closed as soon as the report is built, before you choose the printer. If you cancel at step 7, the shift is already closed and cannot be undone. You can still see the content of that close in the Admin Panel (see section 4).

If Automatic Shift Closing - Long Report is enabled in the Admin Panel, step 4 does not appear and the report always closes the shift.

What changed in version 6.10.1

Before, the open or unbilled orders warning checked every register in the store, even when you printed the report for a single register. Since 6.10.1, if you choose Current Cashier, only these count:

• open orders created on that register (and, if it is the delivery register, also open e-commerce orders);
• orders closed on that register that were left without an invoice.

With All Cashiers the whole store is still checked. If your POS has an earlier version, update it to get this change.

3. Before closing the day (manager)

System Reports > Close Day Report shows what is pending in the whole store and lets you resolve it there:

• Close Paid Orders: closes orders that are already paid.
• Retry Print: tries again to invoice orders that were not invoiced.
• Clock Out All Employees: clocks out anyone still clocked in.
• Close All: opens the count of each register that is still open.
• Close Turn: runs the same long report process from section 2.

4. Reprint or review a previous close

• On the POS: System Reports > Close Day Report, pick the date and tap the printer icon. It prints the long report for that whole day and all registers; it is not the shift of one register.
• In the Admin Panel: go to Reports, tab Reports 2.1, section Orders Movements > Long Report Logs. It has the full text of every report printed with a shift close, and you can export it to PDF.
• To see cash counts and gaps: in the panel, Cash Register > Log (opening amount, closing amount and gap reason) or Cash Register > Open and close (cash movements, downloadable to Excel).

Differences by country and register type

Common problems

• I tap + on Close Register and nothing happens. A bill or coin quantity is empty or has decimals. Enter 0 where there is nothing. If a PIN was requested and nothing happened, that employee is not allowed to register cash.
• Cash Register Actions does not appear after the PIN. If Block cash register by order opening clerk is enabled in the panel, only the employee who opened the register can use that menu.
• I closed the shift by mistake. It cannot be undone. To see the full day use All day; the close you made is kept in Long Report Logs.
• POS totals do not match the panel. The POS calculates with the device's data and the business day (from the Business Closing Time set in the panel). The panel uses server data and the date range you choose. Also, With Close Shift and Without Close Shift exclude shifts already closed, and Current Cashier excludes the other registers.