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Register Management

Add a cash register for a center

Follow these steps to add a cash register for your center. 

Required roles: Any role with access to the Administrator mode

Required permissions: None

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

  2. Search for and select Cash Register.

  3. Click Add and enter the general details required; code and name for the cash register and description.

    • If you want to enable invoice mirroring to allow guests to review the invoice and add tips, select the Enable Invoice Mirroring checkbox.

    • If you want to activate the cash register, select the Active checkbox. 

      You can make a cash register inactive by clearing the Active checkbox.

  4. Click Save.

To edit the cash register, you can search for it and edit the details.

Enable automatic calculation of cash in register

Enable this setting if you want Zenoti to automatically calculate the cash to keep in the register when register is closed.

Required roles: Any role with access to the Administrator mode.

Required permissions: None

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

  2. Search for and select the Enable automatic calculation of cash in register.

  3. Enable this setting.

  4. Click Save.

To disable the setting, turn off the toggle.

Configure cash amount needed in register at the start of a shift

This value is used to initialize the deposit amount on the Register Closure view so that the balance remains consistent each time the register is closed.

Required roles: Any role with access to the Administrator mode.

Required permissions: None

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

  2. Search for and select Specify the cash needed in the cash register at the start of a shift.

  3. In the given field, enter the deposit amount.

  4. Click Save.

Configure fields for different credit card types on register closure window

To help breakdown actual amounts collected against each credit card type, you can configure amount fields for credit card types on the register closure window in Zenoti Web and ZMA. This will make it easier to identify and resolve any errors. 

Required roles: Any role with access to the Administrator mode.

Required permissions: None

  1. Click the Configurations icon.

  2. Search for and select Enable register closure to input by credit card types.

  3. Enable the setting.

  4. Click Save. 

To remove credit card type fields from the register closure window, turn off the toggle.

Impacts and considerations 

  • New Register Closure and Edit Register Closure windows will have extra rows for entering actual amounts of each credit card type. You can enter actual credit card information by type. 

  • Register Closure report will have extra information for credit card types. Managers can review credit card actuals by type. 

Configure register to close automatically

This article explains how to enable automatic register closure in Zenoti to ensure timely financial reconciliation and minimize errors caused by unattended registers.

Overview

The automatic register closure feature in Zenoti ensures that cash registers are properly closed at the end of the day, even if staff forget to close them manually. When enabled, this feature helps maintain accurate financial records and reduces the risk of discrepancies. It applies across all active registers in your organization, including default registers and those with open invoices.

Prerequisites

  • You must have center-level access to configuration settings.

  • Your organization must use the register feature within Zenoti.

Enable Automatic Register Closure

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

  2. Search for and select the Enable automatic register closure setting.

  3. Switch on this setting.

    If you do not want to close the register automatically, turn off the setting.

  4. Click Save.

Note

If multiple registers are in use at the organization level, enabling this will close all active registers, including those with open invoices.

Manage Excess Cash During Auto-Closure

  1. After enabling automatic register closure, the Automatically deposit any cash above start-of-shift cash setting appears.

  2. Switch on this setting based on your cash handling policy:

    • Enable: Any excess cash is submitted as a deposit during closure.

    • Disable: Excess cash is not processed automatically and must be reconciled manually.

  3. Click Save.

Impacts and considerations

Block collection of payments if previous day register is not closed

Enable this setting to ensure front-desk staff cannot take payments till the previous day’s register is closed.

Required roles: Any role with access to the Administrator mode.

Required permissions: None

Enable at the organization level

  1. At the organization level, click the Configurations icon.

  2. Search for and select the Block taking payments if register is not closed the previous day.

  3. Enable this setting.

  4. Click Save.

Enable at the center level

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

  2. Search and select the

Allow register to open from POS while adding cash payment

Front-desk staff can automatically open the cash register whenever a cash payment is collected from the point of sale, even when they send email receipts. This eliminates the need to manually open the cash register either through the appointment book or by printing a receipt. Centers can override the organization’s setting by enabling the center-level setting.

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

  2. Search for and select the Allow register to open from POS when a cash payment is added setting.

  3. Enable the setting.

  4. Click Save.

Impacts and considerations

  • By default, centers will follow the organization's default setting.

    If the organization enables this setting, it will apply to all centers unless a center has a different setting configured.

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