Register shifts

A register shift is a period of time during which transactions take place in your store. You use register shifts to balance your cash drawer on a regular basis and hold staff accountable for the money they've handled.

Each iPad displays its own register shifts only and not those of other iPads. If you delete and re-install the Shopify POS app, or upgrade to a newer iPad, you will lose the device's saved register shift data.

Note

Register tracking is available only if you're using Shopify POS with the retail package on an iPad. The register settings are not available in Shopify POS for Android or iPhone.

Cash register settings

If you're using Shopify POS with retail package, you can set your register preferences on the Register settings screen:

  1. On your iPad, go to the Shopify POS Settings screen.

  2. Tap Register to view the register settings:

    Register fixed
  3. Tap the toggle buttons to enable or disable the following options:

    • Open/Close Shifts This feature enables you to check your takings on a regular basis. Use it to track sales totals for each payment type, and check the cash in your cash drawer.
    • Cash Tracking This feature allows you to track your cash float on a per-shift basis. You won't see this option if Open/Close Shifts is disabled.

Did you know?

You can restrict access to the register settings by enabling the Limited permissions option in the Staff settings.

The Register Shifts screen

The Register Shifts screen enables you to create and track register shifts in your store. You can keep track of your daily total sales and refunds for each payment method, as well as all the cash in your cash drawer.

Register screen fixed

To open the Shopify POS app Register Shifts screen on your iPad:

  1. Tap the main menu button (three horizontal blue lines) at the top-left of the screen:

    More button fixed

    If you can't see the main menu button, tap Start new order first.

  2. When the menu buttons appear, click Register to access the Register Shifts screen:

    Register button fixed

Note

If you don't see the Register button, you need to enable the Open/Close Shifts option in your register settings.

Open a new register shift

You can create a Shopify POS register shift in either of two ways:

  • manually, if you want to specify the initial cash float for the register shift

  • automatically, if you want Shopify to use the expected cash sum in the cash drawer as the float for the next register shift.

Opening a register shift manually

Did you know?

You can have only one register shift open at a time on each iPad.

If you create a new register shift manually, you'll be able to enter a value for your cash float. The cash float is the amount of money initially provided in the cash register so that staff can make change for cash payments.

To open a new register shift manually:

  1. On your iPad, go to the Shopify POS app Register Shifts screen.

  2. Tap the + button:

    Add shift button fixed
  3. The Open Shift dialog opens. If you have cash tracking enabled in your register settings, you'll see a field for the Float Amount. Enter the value of your cash float:

    Open register fixed
  4. Enter a note, if necessary.

  5. Tap Done. The register shift will stay open until you manually close it:

    Register shift created fixed

Opening register shifts automatically

If you've closed a register shift and you don't open another before processing the next order, Shopify opens a new register shift automatically.

Automatic shifts without cash tracking

If you don't have cash tracking enabled in your register settings, you'll see this message when the first transaction in the new register shift is completed:

Register shift created fixed

Automatic shifts with cash tracking enabled

If you have cash tracking enabled in your register settings, the calculated cash balance at the close of the previous register shift is used as the float (or opening) amount. If this is the first register shift for your store, the float is set to $0.

The message you see will look like this:

Auto shift float fixed

If you don't accept cash payments

If you don't accept cash payments, you can turn off cash tracking in your register settings. This means you won't have to provide a cash float amount during a register shift. Your register shift will continue to track all sales made using other payment methods, as long as you've enabled the Open/Close Shifts option in your register settings.

View details about a register shift

Note

Register tracking is available only if you're using Shopify POS with retail package.

From your Register Shifts screen, you can tap any shift to see:

View the history of a register shift

To see a summary of activity during a register shift:

  1. On your iPad, go to the Shopify POS app Register Shifts screen.

  2. Tap the register shift whose history you want to view.

The information varies slightly depending on whether:

  • you're viewing an open or a closed register shift
  • you have cash tracking enabled.

The following information is always displayed:

  • the date of the shift
  • the total sales for that shift
  • the name of the staff member who opened the shift
  • the initial float amount (if you have cash tracking enabled in your register settings)
  • any adjustments that staff members have made to the sum of the cash in the drawer (for example, if they've used some of their own money to make change).
Register shift summary fixed

If the shift you're viewing is closed, you'll see the name of the staff member who closed the shift.

If you had cash tracking enabled in your register settings before the shift was closed, you'll also see:

  • the cash counted at the end of the shift (as long as you entered it when you closed the shift)
  • the amount of cash in the drawer that was expected when the shift was closed
  • the cash left in the float after you performed the final balance of the cash drawer (usually done when you remove the day's takings).

View detailed sales information for a register shift

To see sales information for a register shift based on payment method:

  1. On your iPad, go to the Shopify POS app Register Shifts screen.

  2. Tap the register shift whose details you want to view.

  3. Tap View Details:

    View details button fixed

    This view shows a summary of sales, refunds, and net takings for each payment type (including external payment terminals):

    Register shift details fixed

Adjust the float

Note

Float adjustment is available only if you're using Shopify POS with retail package.

A register float adjustment involves the addition or removal of cash. It might be necessary if, for example:

  • a staff member can't make the right change with the cash currently in the drawer
  • the cash in the drawer has exceeded your preferred limit (some companies impose a limit to prevent theft or a miscalculation at closing)
  • a staff member needs to temporarily remove cash from the till.

If you're tracking the cash in your register, you should record all adjustments made, no matter how small.

To adjust the amount available in the register:

  1. On your iPad, go to the Shopify POS app Register Shifts screen.

  2. Tap Adjustment:

    Adjust register fixed
  3. Tap either Add or Remove, depending on the type of transaction.

  4. Enter the amount added or removed.

  5. Enter a note, if necessary:

    Adjustment details fixed
  6. Tap Done.

    Adjustment created fixed

Adjustments to a register appear in the register history on the main Register Shifts screen:

Adjustment history fixed

Close a register shift

Note

Register tracking is available only if you're using Shopify POS with retail package.

To balance your cash drawer accurately, you should close register shifts at regular intervals (for example, at the end of each day, or when a staff member's shift ends).

When you close a register shift, the following information is added to the register shift history:

  • the cash counted at the end of the shift
  • the expected value of the cash in the drawer, which is calculated based on all the cash transactions that occurred during the shift, and takes into account the initial float and any adjustments made while the shift was open
  • the cash left for the float after you performed the final balance of the cash drawer (usually done when you remove the day's takings).

The amount of cash in the cash drawer and the expected balance should be the same.

To close a register shift:

  1. On your iPad, go to the Shopify POS app Register Shifts screen.

  2. Tap the open register shift if its summary isn't shown.

  3. Tap Close Shift. The Close Shift dialog will display.

    Close shift
  4. If you have cash tracking enabled in your register settings, you'll see a field for Cash Counted. Count the cash in the drawer and enter the amount here (verify this amount against the Expected Cash in register):

    Close shift dialog fixed
  5. Enter a note, if necessary.

  6. Tap Done.

  7. If you have cash tracking enabled in your register settings, a Final Adjustment dialog displays:

    Final adjustment dialog fixed

    The value suggested in the Amount removed field is the net cash taken during the register shift. You can enter any value you like in this field, but it should match the value of cash that you remove from the till. The amount left in the cash drawer will be used as the float for the next shift unless you set it manually.

    If the cash counted didn't match the expected cash amount, you can reconcile the till by adjusting the amount to add or remove at this point:

    Register amount under fixed
  8. Tap Done.

  9. The Register Shift Closed dialog will display, confirming your shift has been successfully closed.

  10. If you have a receipt printer connected to your register, you can tap Print to print your register summary. The register summary lists your sales, refunds, and register activity throughout the shift.

    Print button

Want to discuss this page?

Visit the Shopify Community

Sell in person with Shopify POS

Try it free