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Cash shifts (open, collect, close)

Updated: 2026-09-22

In this article

A cash shift (or cash register turn) is the “billing session” of the day: you open it with an opening amount, every collection you make lands inside it, and at the end you close it with the close-out / arqueo. Nothing can be charged without an open shift — the system blocks the operation if there isn’t one.

Getting there

  1. Billing & Cash → Cash Register.

Cash register shifts management Figure 1. Cash register shifts management with opening amounts, collections, and shift status.

1. Opening a shift

  1. Open Shift in the Cash Register.
  2. Enter the opening amount (the physical cash in the drawer at the start of the shift).
  3. Confirm. The shift is now Open.
Importante

From that moment every collection, deposit, refund and manual movement is recorded inside this shift. That’s what lets the close-out calculate what should be in the drawer.

2. Collecting during the shift

Each charge you make (invoice collection, down-payment or advance, refund, manual movement) becomes a cash movement linked to the shift. Moving from Pending to Paid on the invoice is automatic: you only register what you collected and how (cash / card / transfer).

Consejo

Keep the register tidy during the day: it’s easier to square a shift with few, clear movements than to untangle an avalanche of notes at 6pm.

3. Closing the shift (close-out / arqueo)

  1. Close Shift / Close-out in the Cash Register.
  2. The system shows the expected total. You enter what you counted.
  3. If there is a difference, register it with its reason (it blocks until resolved).
  4. Confirm Close; the shift is Closed and prints the close-out receipt.
Atención

Closing a shift does not delete invoices or movements: it freezes them into that shift. And you can’t close leaving a ghost difference — the system forces you to register it.

What’s next