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
At the center level, click the Configurations icon.
Search for and select Cash Register.
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.
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
At the center level, click the Configurations icon.
Search for and select the Enable automatic calculation of cash in register.
Enable this setting.
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
At the center level, click the Configurations icon.
Search for and select Specify the cash needed in the cash register at the start of a shift.
In the given field, enter the deposit amount.
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
Click the Configurations icon.
Search for and select Enable register closure to input by credit card types.
Enable the setting.
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
To automatically close the cash register at the end of the day if not done manually, turn on the Enable automatic register closure setting. The register will close with all actual amounts matching the expected values, ensuring that all payments are accounted for.
If multiple cash registers are enabled at the organization level, all active registers across centers will be closed, including the default register and those with open invoices. This helps avoid discrepancies and accounting issues that can occur from leaving registers open, ensuring accurate financial records, and simplifying reconciliation.
At the center level, click the Configuration icon.
Search for and select the Enable automatic register closure setting.
Enable this setting.
If you do not want to close the register automatically, turn off the setting.
Click Save.
Impacts and considerations
This setting can only be enabled if the Enable automatic calculation of cash in register setting is turned off.
When the register is closed automatically, the Register Closure report will show Automatic closure in the Closed by column.
The register will close even if the Alert the front-desk staff while closing the register with open invoices setting is enabled, and the Services checkbox within that setting is turned on.
The register will not close automatically if the Block the front-desk staff from closing the register with open invoices setting is enabled and the previous day's register is not closed.
The register will close automatically only if there are transactions that day, so manual closure is not needed.
When automatic register closure is enabled, Zenoti sets the cash deposit to zero at closing. This ensures that if customers rely only on automatic closure, their opening balance will keep increasing.
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
At the organization level, click the Configurations icon.
Search for and select the Block taking payments if register is not closed the previous day.
Enable this setting.
Click Save.
Enable at the center level
At the center level, click the Configurations icon.
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.
At the center level, click the Configuration icon.
Search for and select the Allow register to open from POS when a cash payment is added setting.
Enable the setting.
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.