Cash Register, Invoice and Summary Settings
The three smaller money tabs: what counts toward the drawer, how invoices behave, and what the Period Summary shows.
Three tabs in Features Configuration decide what your drawer and your summary actually count. They are small, and they are the reason two people can look at the same day and disagree about the number.
Cash Register Settings
Default Opening Balance — pre-fills the starting balance when someone opens the register. Leave it empty to start at zero. It can still be changed at opening time.
Pay Non-Cash Tips Instantly as Cash — pays out card and other non-cash tips immediately in cash, taking the amount out of the drawer. Convenient for staff; it means your drawer will be short by exactly the tips you handed over, which is expected.
Pay Cash Tips Instantly — pays cash tips to stylists immediately, so they are never counted in the register total.
Then four switches decide what revenue reaches the drawer at all:
- Exclude Services from Cash Register
- Exclude Products from Cash Register
- Exclude Gift Cards from Cash Register
- Exclude Memberships from Cash Register
Turn one on and that revenue stops being attributed to the register. Shops usually exclude gift cards and memberships, because that money is a liability rather than a day's takings.
Invoice Settings
Exclude Invoices from Cash Register — invoice revenue is not attributed to the register.
Hide Tips for Invoices — removes the tip step from invoice payment flows.
Keep Invoice Cash in Business — invoice cash payments stay in the business register instead of going to the stylist. This is the invoice counterpart of the product and membership switches under Stylist Keeps Cash.
The tab also carries the Invoice permission category: who may read, create and send invoices.
Summary and Statistics
Exclude Booth Rental Earnings — booth rental is left out of the earnings calculations. Turn it on when you think of rent as a separate ledger rather than as revenue.
Hide Stylist Kept Cash Breakdown — removes the kept-cash dropdown from the Period Summary. Some owners find it clarifying; others find it confusing for staff.
Stylist Pays Salon — displays a negative balance as "Pay The Salon" rather than "balance". Worth turning on if your stylists routinely owe the shop rather than the other way round.
The tab also carries the Summary permission category, which is what decides who can see earnings figures at all.