Cash rounding on POS
Cash transactions on Shopify Point of Sale automatically round to the nearest available denomination in countries where small coins aren't in use. Shopify POS uses the Swedish rounding method to round to the nearest denomination.
Cash rounding ensures accurate cash tracking and accounting. Regions that support cash rounding have mandates from their local government on cash rounding rules.
Cash rounding automatically applies to the final total, after discounts and taxes are applied on all cash payments or refunds on Shopify POS. Cash rounding also applies to refunds and exchanges. For example, in Canada, if an order payment is $9.99 CAD, then the cash rounding adjustment is +$0.01 CAD and the rounded payment is $10.00 CAD. If the order is partially refunded $5.02 CAD in cash, then the cash rounding adjustment is -$0.02 CAD and the rounded refund is $5.00 CAD.
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Considerations for cash rounding on Shopify POS
The following considerations apply to cash rounding on Shopify POS:
- Cash rounding is automatically activated on Shopify POS and can't be deactivated.
- Only cash payments are rounded. Non-cash payments aren't rounded.
- At checkout, cash rounded amounts display only after you select Cash as the payment method.
- All cash refunds and returns are rounded. Non-cash refunds aren't rounded.
- All cash exchanges are rounded, Non-cash exchanges aren't rounded.
- The cash counting tool won't display any non-legal tenders. Non-legal tenders differ depending on your region. For example, any tender less than 0.10 NZD isn't included in the cash counting tool.
- Refunds to a gift card aren't rounded.
In countries where the legal tender is less than the rounding denomination, Shopify POS defaults to rounding the suggested amount received. For example, in Canada, $0.01 CAD is a legal tender, but not in circulation, so Shopify POS rounds to the nearest $0.05 CAD. If the payment amount is $143.33 CAD, the amount received suggestions on Shopify POS are $143.35 CAD, $145.00 CAD, and $150.00 CAD. If your POS staff decides to accept $143.33 CAD from the customer, but selects $143.35 CAD on Shopify POS, then the Shopify POS registers $143.35 CAD.
Cash rounding rules
The following cash rounding rules apply at checkout for the specified countries:
| Country | Rounding rules | Example |
|---|---|---|
| Canada | To nearest $0.05 CAD | $9.03 CAD → $9.05 CAD |
| Australia | To nearest 0.05 AUD | 9.03 AUD → 9.05 AUD |
| Switzerland | To nearest €0.05 EUR | €9.03 EUR → €9.05 EUR |
| Belgium | To nearest €0.05 EUR | €9.03 EUR → €9.05 EUR |
| Finland | To nearest €0.05 EUR | €9.03 EUR → €9.05 EUR |
| New Zealand | To nearest 0.10 NZD (0.5 NZD down) | 9.05 NZD → 9.00 NZD |
| Denmark | To nearest 0.50 DKK | 9.74 DKK → 9.50 DKK |
| Sweden | To nearest 1.00 SEK | 9.49 SEK → 9.00 SEK |
| Norway | To nearest 1.00 NOK | 9.49 NOK → 9.00 NOK |
Confirm cash rounding in Shopify POS
In Shopify POS, you can confirm cash rounding for each order on the order details page in the Payment summary section. You can also confirm cash rounding in the Shopify POS Analytics by tapping More > Analytics > Payments report > Cash section.
In the Payments report you can confirm the following cash rounding amounts:
- The Cash rounding adjustment
- The Rounded net payments
Confirm cash rounding in the Shopify admin
Cash rounding adjustments display in the Shopify admin on order details pages, payments reports, and the cash tracking page in the Point of Sale channel.
Order details page
In the Shopify admin, navigate to an order details page for an order placed on the POS, and then review the order's payment summary or timeline.
You can confirm the following cash rounding amounts in the summary card:
- The Cash rounding adjustment
- The Rounded net payment
In the order timeline, you can confirm the following for payments and refunds:
- The original (unrounded) amount
- The Cash rounding adjustment
- The final rounded amount
Analytics
You can customize the Payment finance reports (such as Payments by Type) to add Cash rounding and Rounded net payment columns.
If you use the ShopifyQL query editor to customize your report, then you'll need to add cash_rounding and rounded_net_payments to the query.
Cash tracking
In the Point of Sale channel in the Shopify admin, the Cash tracking report includes cash rounding. On the Cash tracking page, the Cash payments section displays rounded numbers for the following line items:
- Gross payments
- Refunds
- Net payments
Customer receipts for cash rounding
The cash rounding adjustment and cash rounding payment displays on your customers' printed receipt. If you have an online store, then the order status page in your customers' account also displays the cash rounding adjustment, and rounded payment or rounded refund.
All email and SMS order notifications sent to your customers also display cash rounding adjustments, and cash rounded payments or rounded refunds.
The POS Terminal's customer display mode also displays cash rounding in the final total, after taxes are applied.