With Square for Retail, you can use Cash Management to help you keep track of cash sales and consolidate your reporting.
Enable Cash Management for a New Device
When you create a device code, you’ll see the option to enable Cash Management.
- Log in to your online Square Dashboard > Account & Settings > Devices.
- Click Create Device.
- Create your device — under Cash Management, enable Use Cash Drawer.
- Click Save.
Read more about creating a device code.
Enable or Disable Cash Management for an Existing Device
To enable Cash Management for an existing device, follow the steps below:
- Log in to your online Square Dashboard.
- Find the device you would like to enable/disable the cash drawer feature on, click on More (…) on the right of the device and select Edit.
- Scroll down to the bottom section on the Edit Device screen, and enable/disable the Use Cash Drawers’ option.
- Enter your cash drawer settings > Save.
Operate Cash Drawer
After you close your cash drawer in Retail POS you will be prompted with the Open Cash Drawer option:
Open Cash Drawer
- Tap Open Cash Drawer.
- Enter a starting cash amount (you can also set up a default cash amount from your dashboard under Account & Settings > Devices > Edit Device).
Close Cash Drawer
- From the Actions menu > tap Close Cash Drawer.
- Enter the closing cash amount in your cash drawer > tap Next.
- Cash drawer report will be displayed on the Square for Retail POS app. You can also review your report on your dashboard.
You can specify in/out amounts that go into your cash drawer outside of the transactions you process from the Retail POS app.
Add Paid In Amount
- From the Actions Menu > tap Add Paid In/Out.
- Enter an amount for Money In.c
- Add a note, or leave it blank > tap Save.
Add Paid Out Amount
- From the Actions menu > tap Add Paid In/Out.
- Tap Money Out.
- Enter an amount for Money Out.
- Type a note, or leave it blank > tap Save.
Note: When you add a note to a paid in/out, the note will be visible in your Cash Drawer Report.
View Cash Drawer Reports with the online Square Dashboard
- Log in to Cash Drawers in your online Square Dashboard.
- All reports generated from closed cash drawers will be displayed.
- Select the report you want to review.
- Click Done to dismiss the report.
Read more about using Square for Retail.