Open and Close the Cash Register

The cash register in Perceny is a running record of the physical money in your drawer: what you started with, what came in, what went out, and what should be there at the end.

Open the register

At the start of the day, open the register and enter the starting balance — the float.

Default Opening Balance (Features Configuration → Cash Register Settings) pre-fills that number so nobody has to remember it. It is only a default; whoever opens can still change it.

If the register is not opened, cash tickets still work, but you have nothing to reconcile against at close.

During the day

Cash from tickets flows in automatically, subject to two things:

Which revenue counts. Four switches decide whether services, products, gift cards and memberships are attributed to the register at all. Gift cards and memberships are commonly excluded.

Whether the stylist kept it. Under Stylist Keeps Cash, cash a stylist pockets never reaches the drawer — unless you also turned on Add Stylist Keep Cash to Register, which records it for visibility without changing who holds it.

You will also record movements by hand:

• Cash deduction — money leaving the drawer for a reason: a payment to a stylist, a supplier paid in cash, petty cash.
• Drops — cash removed to the safe or the bank.

Every operation is recorded with a reason, so the day's history reads as a story rather than a total.

Tips and the drawer

Two settings will make a drawer look short if you do not know about them:

• Pay Cash Tips Instantly — cash tips go straight to the stylist and never count in the register.
• Pay Non-Cash Tips Instantly as Cash — card tips are handed over in cash and taken out of the drawer.

Both are legitimate; both mean the drawer ends lower than the day's cash revenue. That is expected.

Close the register

At the end of the day, count the drawer and close the register with the counted amount. Perceny compares it to what it expected and records the difference.

Do not adjust the count to match the expectation. The variance is the useful number. A drawer that is always exactly right is a drawer nobody is counting.

Reconciling a difference

Work through it in this order:

1. Was anything paid out in cash and not recorded? Look for a missing cash deduction.
2. Was a ticket closed as cash but the money went in a pocket? Check whether Stylist Keeps Cash is on.
3. Were tips paid out instantly? Both instant-tip settings take money out of the drawer.
4. Was a cash payment refunded? A cash refund comes out of the drawer.
5. Was a ticket closed as cash by mistake? Correct it with Ignore Previous Payments; the drawer follows.
6. Was the opening float wrong? Check what the register was actually opened with.

Who can do this

Cash Register is its own permission. Most shops give it to owners, managers and whoever is on the desk, and to nobody else.