Overview

Follow these steps to review orders, adjust card tips, settle cash drawers, and finalize your shift.

Step 1: Review and Close Orders

• Open Orders (top‑right tab).

• At a glance: gray check = closed, circle = open.

• Filter to open checks: Status > Open > Apply.

• Open each check:

  • If items are blue (sent/made) and payment is collected, close the check.

  • If it’s a test/no‑send ticket, delete it.

  • If payment is missing, decide to collect payment or delete the check.

• Configure void reasons and deletion permissions in the back office to track who deletes and why.

Step 2: Adjust Credit Card Tips

• Go to Figure (top‑left) > Operations > Tip Adjustment.

• Review the day’s credit card transaction list.

• Bulk adjust tips in the adjustment column.

• Important: Click Adjust Tips to apply changes.

• Do this before the credit card batch is settled; tips cannot be changed after settlement.

• Optionally filter by staff to view specific transaction sets.

Step 3: Settle Cash Drawer (Cash Drop)

• From Register, open No Sale > Payout for the drawer.

• Perform a Cash Drop to reset the drawer to the starting balance (e.g., $0 or your bank, such as $100).

• Repeat on all terminals that accept cash.

Step 4: View/Print Daily Sales Report

• From Register, tap Figure > Reports to view sales for the day.

• Optional: Print the report (top of screen) and choose the categories to include.

• You can always view sales in the back office at figurpos.com or in the Figure mobile app.

Step 5: Sign Out and Clock Out

• Return to Register.

• Sign out of your POS session.

• Clock out to complete your day.

Notes

• Close or delete every open check to ensure accurate reporting and reconciliation.

• Adjust tips before batch settlement to avoid discrepancies.

• Apply cash drops on each cash‑accepting terminal to standardize end‑of‑day cash handling.