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Customize 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.

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

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 checks

  • 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.

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: