Closing a POS shift
Period end
Situation
At the end of a retail shift you need to post.
Recommendation
Close the shift — the system posts a counter JE; walk-in customers get no AR Invoice.
Why
Retail books revenue per shift via the counter JE, not per receivable Invoice.
Steps
- Close the shift in POS.
- Check the counter JE was posted.
- Reconcile cash and transfers.
Avoid
- Create an AR Invoice for each walk-in customer.
Roles & permissions
Cashier and store manager.