Set up cash management
About cash management
Cash management promotes greater cash flow accountability by letting you know how much cash you start with and what to expect in the drawer at the end of the session.
Before you begin
You have two options for setting up cash management.
You can turn on cash management directly from the Square POS apps or Square hardware
You can turn on cash management via a mode from the Square Dashboard
You can only use cash management in the Square POS app on the following devices and Square hardware.
Android tablet
iPad
Square Terminal
Square Register
If you are setting up cash management from the Square Dashboard, you need to have a mode created. Learn to create and assign modes.
Step 1: Add the Cash Management Add-on
You need to add the Cash Management Add-on from the Square POS app or your Square hardware, or via a mode in the Square Dashboard.
- Open the Square POS app.
- Tap ≡ More > Settings.
- Scroll down to Add-ons and tap the plus sign (+).
- Tap Cash Management > Add for free.
Once you turn on cash management from the Square POS apps or Square hardware, it will only be enabled for that specific device.
To turn on cash management from the Square Dashboard, you need to have a mode created. Enabling cash management in a mode will add cash management capabilities to all devices assigned to that mode.
- Sign in to your Square Dashboard and click Settings > Device Management > Modes.
- Select the mode you want to add cash management to.
- Click Manage under Settings in your mode summary.
- Click Cash Management from the left-side bar.
- Toggle ON Use on this mode.
- Click Save.
Step 2: Edit your cash management settings
Once you have added the Cash Management Add-on, you can edit your cash management settings.
- Open the Square POS app.
- Tap ≡ More > Settings.
- Scroll down to Add-ons and tap Cash Management.
- Customize your default starting cash and email preferences for your cash report.
Any changes you make to your settings will automatically save on that specific device.
- Sign in to your Square Dashboard and click Settings > Device Management > Modes.
- Select the mode you want to add cash management to.
- Click Manage under Settings in your mode summary.
- Click Cash Management under Add-ons.
- Customize your default starting cash and email preferences for your cash report.
Any changes you make to your settings will automatically save on all devices assigned to that mode.
Step 3: Use cash management on additional POS devices (optional)
If you set up cash management from the Square POS apps or Square hardware, it will only be enabled for that specific device. To use cash management on additional devices, you will need to turn on cash management per device.
Open the Square POS app.
Tap ≡ More > Settings.
Scroll down to Add-ons and tap Cash Management.
Toggle ON Use on this device under Manage add-on.
