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Cash Drawer Management

Track your cash sales and manage your cash drawer with the Square Point of Sale app on an iPad or Android tablet.

Note: Team members must have the Change Settings and Manage & Open Cash Drawers permissions enabled for their role in order to start/end cash drawer sessions.

Note: Cash drawer management isn’t available on smartphones. View Square app features by mobile device.

Enable Cash Drawer Management

  1. From the Square app, access your in-app menu by tapping the following icon in the navigation bar: Three Horizontal Lines
  2. Tap Settings > Cash Management > toggle the switch next to Cash Management on.
  3. Enter your default starting cash amount and select your report delivery preferences.

Start a Cash Drawer Session

After you start a cash drawer session, you will see basic details on the current session, including starting cash amount, cash sales, cash refunds, cash paid in/out and the expected cash amount in the drawer.

  1. From your in-app menu, tap Reports > Current Drawer.
  2. Tap Starting Cash to enter the starting cash amount in your drawer.
  3. Tap Start Drawer > Confirm Start Drawer.
  4. Enter an optional drawer description.
  5. Go back to your Register to start accepting sales.

With Cash Management enabled, you can also start a new drawer session by entering a sale and tapping Charge. When the Start Drawer prompt appears, enter your starting cash amount > tap Start Drawer.

Add a Description to a Cash Drawer

Add a drawer description to help identify your cash drawer during a session.

  1. From your in-app menu, tap Reports > Current Drawer.
  2. Tap Drawer Description and enter a description.

Record Cash Paid In and Paid Out

With the Paid In/Out feature, you can record deposits and withdrawals from your cash drawer. Cash paid in and out appears in the drawer history on the iPad, with both the description you enter and the total amount in the drawer.

To record cash paid in and out:

  1. From your in-app menu, tap Reports > Current Drawer.
  2. Tap Paid In/Out.
  3. Enter the cash amount and a description.
  4. Tap Paid In if you add cash, or **Paid Out **if you remove cash from the drawer.
  5. Tap Confirm Paid In or Confirm Paid Out.

End a Cash Drawer Session

In addition to closing a cash drawer from the Square app, you can close any open cash drawers from your online Square Dashboard.

End Cash Drawer From the Square App

  1. From your in-app menu, tap Reports > Current Drawer.
  2. Tap End Drawer.
  3. Enter the total amount in the drawer or keep this field blank.
  4. Tap End Drawer > Confirm End Drawer.

End Cash Drawer From the Online Square Dashboard

To get started:

  1. Go to your online Square Dashboard > Reports.
  2. Click the Cash Drawers tab > Drawer Report.
  3. On the drawer report details, you will see the option to End Drawer. Enter the actual amount and drawer description.

If you want to grant a manager or employee access to manage cash drawers online, just make sure to update their permissions from the Employees section of your online Square Dashboard. You’ll need to grant them permission to View and Manage Cash Drawers, under the Access Dashboard section.

Bear in mind that you will not be able to pay in/out when you end a drawer remotely.

Auto-Email Report

You can opt to have a cash drawer report automatically sent to your email address when you end your drawer.

  1. From your in-app menu, tap Settings > Cash Management.
  2. Toggle on Auto-Email Report.
  3. Enter your preferred email address.

Bear in mind that cash drawer reports are device specific. If you have multiple devices with cash drawers, you will need to run a report on each one separately.

You are not required to enter your primary Square email address. If you’d prefer, you can use an alternative email address to receive this report. Bear in mind that Cash Drawer reporting is specific to the device connected to the Cash Drawer.

View Your Drawer History

To view your drawer history from the Square app:

  1. Tap: three horizontal lines
  2. Tap Reports > Drawer History.
  3. Tap the drawer you’d like to review.

To email the report, tap the envelope icon.

If your device is connected to a supported receipt printer, you’ll also see the option to print your cash drawer report.

To view your drawer history online:

  1. Go to Cash Drawers in your online Square Dashboard.
  2. Click the date selector tool to set the dates you’d like to view.
  3. Click a drawer session from the list to view details.

Note: Cash drawer reports cannot be downloaded or exported from your online Dashboard at the moment.

Manage Team Member Access to Your Cash Drawer on an iPad

With Square’s Team Management, you can control your team’s access to your in-app cash drawer reports on an iPad, including those that are printed and emailed. With the permission View Expected Amount In Cash Drawer enabled, a team member can view the following at the end of any cash drawer session:

  • Total cash sales
  • Total cash refunds
  • The expected cash amount in the drawer
  • The actual cash amount in the drawer

If this permission is not enabled, a team member won’t have access to the information above.

Note: The permission View Expected Amount In Cash Drawer does not apply to auto-emailed cash drawer reports.

To modify this permission:

  1. Visit Team > Permissions in your online Square Dashboard.
  2. Click a permission group and check or uncheck the box next to View Expected Amount In Cash Drawer.
  3. Save.

Note: Passcodes must be enabled from the Square app on your device to use this feature. Visit Settings > Passcodes to enable.