Skip to main content

Cash Management - Cash Drawer

This article guides you on using the cash drawer feature on Peblla POS.

In this article, we walk through how to use the Cash Management module on your POS, including cash drawer operations, cash deposits, and cash reporting.

Table of Contents:

  1. No Sale

  2. Cash In

  3. Cash Out

  4. Cash Drop

  5. Adjust Starting Balance

  6. New Drawer

  7. Close Drawer

  8. Print Cash Drawer Reports

Cash Drawer

To operate your Cash Drawers, please go to the Cash Drawer.

There are three cash drawer statuses:

Status

Active

An Active cash drawer is the currently in-use drawer for a POS.

  • This is the drawer actively recording cash activity for the current shift or business period

  • Only one Active cash drawer is allowed per POS at a time

  • All cash-related actions (cash payments, refunds, cash in/out, payouts, drops) are recorded against the Active drawer

  • When a new drawer is created, it becomes Active, and the previous drawer transitions to Open

Typical scenario:
Start of a shift or after closing a previous Active drawer

Open

An Open cash drawer is a previously used drawer that is no longer active but has not been closed yet.

  • The drawer still belongs to the current business day

  • It remains visible for review and reconciliation

  • No longer receives new cash from payment, but you can still perform cash-in/out/drop.

  • Must be manually or automatically closed before the business day can fully settle

Typical scenario:
A shift has ended, and a new drawer is created, but the previous drawer hasn’t been closed yet

Closed

A Closed cash drawer has completed its lifecycle.

  • The drawer has been closed through:

    • Manual close, or

    • Automatic close during settlement

  • Expected cash and actual counted cash have been finalized

  • No further actions can be performed on the drawer

  • The drawer is read-only and used for reporting, audits, and reconciliation

Typical scenario:
End-of-day close or settlement process

Under the Active Drawer section, select the drawer to expand all available non-order cash drawer activities.

No Sale

  • Opens the cash drawer without processing an order

  • Used for making change or checking cash

  • Reason for opening the cash drawer logged for audit and review purposes

Cash In

  • Records non-order cash added to the cash drawer

  • Commonly used when adding change, correcting a cash shortage, depositing miscellaneous cash into the drawer, or recording cash collected from a server and handed to the restaurant

  • Cash collected must be associated with a specific employee for tracking and reconciliation

  • Adds cash to the active drawer balance

  • Requires an amount and can include optional comments for audit purposes

Cash Out

Pay Out

  • Records non-order cash expenses paid from the drawer

  • Examples: supplies, petty cash, emergency purchases

  • Removes cash from the active drawer

  • Optional payout reason and receipt printing

  • Pay Out Reasons can be set up under Settings - Cash Drawer Settings.

Tip Out

  • Records cash tips taken by a server at clock-out

  • Removes cash from the active drawer

  • Linked to the employee receiving tips

Cash Drop

  • Moves excess cash from the drawer to a safe or secure location

  • Reduces drawer balance without being an expense

  • Receipt can be printed for verification

Adjust Starting Balance

  • Manually updates the drawer’s starting cash amount

  • Marked as Adjusted for audit visibility

  • Does not create a cash movement record

New Drawer

  • Creates a new active cash drawer

  • The current active drawer becomes Open

  • Commonly used during shift changes or drawer resets

Close Drawer

  • Counts and finalizes the cash drawer

  • Compares expected cash with actual counted cash

  • Count Bill function available to help calculate cash

  • Calculates cash overages or shortages

  • Changes the drawer status to Closed

Print Cash Drawer Reports

You can print cash drawer reports right from the POS for shift handovers and reconciliation. Printing does not change the drawer or any amounts. You need Cash Drawer permission and a report or receipt printer set up on this POS.

Print a summary of this POS's drawers:

  1. On the Cash Drawer page, tap [Print Report] in the top right. You can print from the Active, Open, or Closed tab.

  2. The printed Cash Drawer Summary covers all of this POS's cash drawers for the current business day, no matter which tab you print from.

Print a report for one closed drawer:

  1. Go to the Closed tab and open the drawer.

  2. Tap [Print Drawer Report] below [Reopen Drawer]. You do not need to reopen the drawer to print.

  3. The printed Closed Drawer Report covers only that drawer, from open to close. When details are included, it also lists Cash Transaction Details and No Sale Activity.

Reading the report:

  • Cash expected is the expected amount and Cash actual is the counted amount. SHORTAGE means the drawer is short; OVERAGE means it is over.

  • On the summary, CLOSED DRAWERS ONLY shows the totals for closed drawers. For drawers that are not closed yet, the counted amount and difference show N/A, not zero.

  • Cash payments already have cash refunds subtracted, so do not subtract Cash Refund again.

  • If the starting balance is marked Adjusted, it was changed. Do not count the adjustment again as Cash In.

  • Reports are not printed automatically when you close a drawer. If this POS has no drawers for the current business day, the report shows No drawer records.

  • For store-wide drawer data, go to Store Portal - [Report Center] - [Cash Management] - [Cash Drawer History].

Related Articles
Did this answer your question?