1. In-Person Payments   
  2. Reporting

Closing the shift

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  Background

You can use shifts on the terminal to track transactions processed. As you process transactions on the terminal, the amounts transacted are tallied throughout the working day. At the end of the day, you can instruct the device to close the shift, which prints out the total amount transacted during the day and resets the counter back to zero. Any transactions processed from here onward is counted towards the next shift and the cycle repeats.

 

The following instructions explain how to close the shift. This will print the total amount transacted on the terminal during the shift and reset the total back to zero, ready for the next shift.

  This process only prints the receipt. Performing this action has no impact on the settlement of transactions processed.

Follow the appropriate instructions below for your terminal:

 SmartPOS
  1. Tap Totals on main screen
  2. Tap Start End of Day
  3. Enter Manager Passcode, tap  
  4. Tap    to start the End of Day processing.
  5. A receipt is printed.
  6. Tap Continue to return to the main screen.

Receipt example

Key

  1. Merchant name and address.
  2. Terminal ID – Unique identifier for the terminal.
  3. Merchant ID – Unique identifier for the merchant with their acquiring bank.
  4. Date and time the transaction was processed.
  5. Credits - Total count and amounts of sales.
  6. Debits - Total count and amounts of refunds.
  7. Session total - Total of all transactions calculated by subtracting debits from credits.
 POS
  1. Tap Menu   icon onscreen
  2. Select Close shift

  3. To confirm the end of the shift, select the   or press the green OK button

Receipt example

Key

  1. Merchant name and address.
  2. Date and time the transaction was processed.
  3. Terminal ID – Unique identifier for the terminal.
  4. Period start / end - Timestamps for when the shift began and ended. "STILL OPEN" is shown when shift has not yet ended.
  5. First / Last trx - Timestamp of the first and [current] last transaction processed during the shift.
  6. SHIFT TOTALS - Total count and amounts of combined sales and refunds. Tips are also shown separately.
  7. TOTALS PER CARD BRAND - There are additional sections showing subtotals calculated from each card brand using data processed during the shift.
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Michael Buckley