Customize close-of-day procedures with Square for Restaurants
Before you begin
Your close-of-day report is the last report your managers 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 customize 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 managers have not completed all of the required actions, you can override your customized 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.
Customize close-of-day procedures
Open your Square Dashboard and click Settings > Device Management > Service Settings > Closing Procedures.
Under Close of Day settings, toggle on your preferred close-of-day settings and reporting fields.
Click Save.
Next steps
Learn more about running your close-of-day report: