Customize Your Closing Procedures with Square for Restaurants
Customizing your close of day is the best way to ensure your team members complete all of the necessary steps before ending their shifts or closing the restaurant. You can update your close-of-day settings any time from your online Square Dashboard.
Note: Close-of-day settings are location specific. Make sure to update your settings for each applicable location.
Close of Day Settings
Your Close of Day report is the last report you’ll run for the day to close out your restaurant. Depending on your settings, you and your team members will have the opportunity to close out remaining open tickets, adjust tips, clock out, and close any open cash drawers.
Keep in mind: When you have Reopen and Keep Payment Method enabled in your Service Settings online, running your Close of Day report will batch out your card sales and finalize the payment amount for each transaction.
Learn more about check management settings with Square for Restaurants.
To customize your close of day, head to your online Square Dashboard:
From the navigation pane, click Points of Sale.
Select Service Settings > Closing Procedures.
By default, team members won’t be able to process a Close of Day report until they’ve completed each of the following actions:
Close all open checks
Adjust all credit card tips
End all cash drawers
Clock Out All Team Members
Some of the above settings also show up for a team member’s Shift Report. When you enable settings for both (for example, adjust all credit card tips), if a team member forgets to run a Shift Report, the manager on duty will still have the opportunity to add a tip amount to a check before running the Close of Day report.
Keep in mind: Running the Close of Day report will not zero out your sales report. If you need to adjust the time frame of your in-app sales report, tap Customize to view specific dates, times, and team members.
Shift Report Settings
While the Close of Day report will give you a full overview of your restaurant’s sales, the Shift Report is for individual team members. Each team member can run a shift report to see their total sales, hours worked, and the cash owed to them or the house.
Team members must close all checks: Team members with checks assigned to them will be blocked from clocking out until all checks are closed or reassigned to another team member.
Team members must adjust all credit card tips:
Team members with credit card sales without tips added will be blocked from clocking out until all credit card tips have been adjusted.
You’ll also have the option to include or exclude information on the team member Shift Report. The Shift Report will always include a basic sales summary, but if you want your team members to see an item or item category breakdown, you have that option as well.
Read more about Shift Reports.
Pay Out Auto-Gratuity
You can choose to either have auto-gratuity automatically payout from your cash drawer report or manually issue a payout from cash management. When you manually issue a payout, you can add a note indicating which team member the cash is going to.
Auto-Gratuity will reflect as Non-Cash Tips on the team member Shift Report, along with all other credit card tips.
Keep in mind: Square will only track credit card tips at this time. If you need to track cash tip-outs, take a look at the Square and Homebase integration. Check out the full comparison of features between Square POS, the Square for Restaurants Free Plan and Plus Plan.