Opening and Closing Cash Drawers

Overview

In order to process cash transactions, a cash drawer will need to be started and closed out at the end of the shift. Cash drawer management is accessible within the Cash app on the Otter POS terminal.

Cash App Access Limitations
Only Manager and Supervisor users have the permissions to access the Cash app.

Starting a New Cash Drawer

At the start of a shift and before a cash transaction can be processed, a cash drawer needs to be opened within the Cash app.

If a cash drawer is not started prior to a cash transaction, an error will appear on the POS order payment screen instructing you to start a cash drawer before you can proceed with a cash payment.

Follow the steps below to start a cash drawer.

Step	Process	Image
1	Tap the Cash app on the Otter POS terminal.
2	Click [+ Start drawer here].
3	Enter the drawer details: - Drawer name - Checkout access - Starting balance
4	Tap [Start drawer] > [Confirm start drawer] to open the new cash drawer.
5	Current drawer details will show under the Active tab. Cash payments can now be taken from that device.

Naming the Drawer Tip
While naming the drawer is optional, it's recommended to use the date as the drawer name for easy reference.

Ending & Closing a Cash Drawer

Cash drawers can be closed in the Cash app directly on the Otter POS terminal. The terminal’s live drawers can be found in the Active tab. All closed drawers can be found in the History tab.

Active drawers must be ended within the Active tab before you can proceed to close the drawer.

Closing vs Ending a Drawer

Ending a Drawer: User is signing out the drawer out of a device. The drawer can still be resumed or moved/transferred to another device while retaining transaction data. Also, the precursor of closing the drawer.

Closing a drawer: Ending the drawers use and data calculated for sales.

Step	Process	Image
1	Tap the Cash app on the Otter POS terminal.
2	Select the drawer listed you would like to end. Tap [End].
3	Select [Confirm end]. You will have 5 seconds to confirm before option resets.
4	Drawer can be resumed by selecting the drawer and tapping [Resume here].

User Assignment for Resuming Drawer
If the drawer is assigned to a specific user, only that user will be able to resume the drawer by entering their PIN. If drawer is assigned to “All authorized staff”, any employee authorized can resume the drawer.

Step	Process	Image
1	Tap the Cash app on the Otter POS terminal.
2	Select the drawer listed you would like to end. Tap [End].
3	Select [Confirm end]. You will have 5 seconds to confirm before option resets.
4	Enter the ending drawer balance under Actual Balance. Tap [Confirm balance].
5	Tap [Double confirm balance in drawer] button to confirm ending balance of drawer.
6	Closed drawer will now show in the History tab. Here, you will be able to: - see all the drawer details - print the end drawer report - edit the drawer - edit pay in/out events

Pay-Ins / Pay-Outs

Within the Cash app, you have the ability to add or deduct dollar amounts from your cash drawer for your business needs (e.g., if you need to purchase additional milk for your smoothie shop).

Follow the steps below to add or edit a pay in or pay out for a drawer.

Step	Process	Image
1	Tap the Cash app on the Otter POS terminal.
2	Select the drawer you would like to add the pay-in or pay-out event to from the list of Active drawers.
3	Select [Pay in/out].
4	Enter the Amount and Reason for pay in or pay out.
5	Select either [Pay in] or [Pay out], then [Confirm] to save the drawer event.
6	The total deducted or amount added for payout events will show in the "Paid In/Out" section within the Drawer Details.

Step	Process	Image
1	Tap the Cash app on the Otter POS terminal.
2	Select the drawer you would like to add the pay-in or pay-out event to from the list of Active drawers.
3	Select [Pay in/out].
4	Under the History section, select the pay-in/out event you want to edit.
5	Click in the field to edit the Amount. Press [Save] > [Confirm Save] to confirm changes.
6	Edited pay-in/outs will be indicated by a pencil icon displayed next to the event. The name of the user who edited the values will show in parentheses to the right of the paid in/paid out reason.

FAQs

No— once a drawer is closed on Otter POS, you will not be able to edit a pay-in/out event for that drawer. After a drawer is closed, you will only be able to view pay-in/out information and edit the Starting and Actual balance.