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Customise close of day procedures with Square for Restaurants

Who is this article for?
This article is for managers and owners who use Square Restaurants POS and have the necessary permissions to manage device and service settings in the Square Dashboard. Learn more about team member permissions with Square for Restaurants.

Before you begin

Closing procedures and close of day reporting require a Square for Restaurants Plus or Premium subscription.

Your close of day report is the last report your staff may run for the day to close out your restaurant. Setting up your close of day procedures helps ensure your team members complete all of the necessary tasks before ending their shifts or closing the restaurant.

You can customise requirements for the following actions:

  • closing out open bills

  • adjusting tips

  • totalling cash drawers

  • clocking out team members

You can also select which reporting fields appear on your printed and emailed Close of Day report.

Closing procedure settings are location-specific, and you can only change these settings from the Square Dashboard.

You can configure which actions are required to run the Close of Day and which actions are required to run the Shift Report. Review which actions are required and which actions are recommended directly in the Shift and Close of Day reports.

Even if your staff have not completed all of the required actions, you can override your customised requirements and run the Close of Day report.

Note: An override requires the owner passcode. Only override your requirements for running Close of Day reporting when you or your staff are blocked from completing one of the tasks.

Customise close of day procedures

  1. Log in to your Square Dashboard and click Settings > Device management > Service settings > Closing Procedures.

  2. Under Close of Day settings, toggle on your preferred close of day settings and reporting fields.

  3. Click Save.

These settings will only apply when a Restaurant POS device is activated at the selected location.

Next steps

Learn more about running your Close of Day report:

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