It is a good practice for businesses to close the register at the end of the day and restrict closure if there are open invoices; this ensures efficient accounting and management. With the below steps, you can restrict register closure when invoices are open, irrespective of whether the invoices have payments.

  1. At the center level, click the Admin icon.

  2. Navigate to Organization > Centers > Settings.

  3. Expand the Appointment Book section.

  4. Locate Register closure with below open invoices.

  5. Select Allow or Block.

If you select...

Impact

Allow

The front-desk staff can close the cash register with open invoices

Block

The front-desk staff cannot close the cash register depending on the selection made for the next setting.

6. Depending on your above choice, you can also Allow/Block register closure for the following:

  • Include open invoices that have no payments

  • Include No Shows

  • Include Cancellations

Note: The Include open invoices that have no payments setting is only available when multiple registers are configured.

7. Choose to Allow/Block closure on:

  • All item types: Select this option to allow or block register closure on all item types of open invoices (services, products, memberships, recurring payments, and future sales)

  • Selected item types: Select this option to allow or block register closure on selected item types
    For example, if Block is selected for Product only, the cash register cannot be closed if there is an open product sale invoice.

Following are the four Allow/Block scenarios for register closure:

Scenario

Impact

If you select Allow in step 5 and then select Include open invoices that have no payments

The front-desk staff can close the register with open invoices with no associated payments.

If you select Block in step 5 and then select Include open invoices that have no payments

The front-desk staff cannot close the register with open invoices with no associated payments.

If you select Allow, do not select Include open invoices that have no payments, and select All items types

The front-desk staff can close the register with open invoices with no associated payments.

If you select Block, do not select Include open invoices that have no payments, and select All items types

The front-desk staff cannot close the register with open invoices with no associated payments.

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