Turning on Cash Management in the Square POS app is a straightforward process accessible through the settings menu.
Cash Management is a valuable feature for businesses that handle cash transactions, helping you track cash flow, manage your till, and reconcile your drawer accurately at the end of each shift or day. Enabling it on your device is essential to utilize its functions.
Here are the exact steps to turn on Cash Management on your Square POS device:
- Open the Square POS app. Launch the Square app on your tablet or smartphone, ensuring you are logged into your account.
- Tap ≡ More > Settings. Locate the three horizontal lines (≡) or "More" option in the navigation menu, then select "Settings" from the subsequent menu.
- Scroll down to Add-ons and tap Cash Management. Navigate through the Settings menu until you find the "Add-ons" section, then tap on "Cash Management."
- Toggle ON Use on this device under Manage add-on. Within the Cash Management settings, find the option labeled "Use on this device" under the "Manage add-on" section. Tap the toggle switch to turn it green or to the "ON" position.
Once activated, Cash Management features, such as starting a cash drawer, tracking payouts and paid-ins, and closing the drawer, will become available on that specific Square POS device. Remember that Cash Management is typically enabled per device, so you'll need to repeat these steps on any other devices where you want to use this feature.
This feature streamlines your cash handling processes, reduces errors, and provides clear reporting on your cash sales and movements.