How to Use the Opening Balance Entry Feature

The Opening Balance Entry feature ensures accurate cash management by requiring staff to declare the starting cash amount in the register at the beginning of their shift. When this setting is enabled, cashiers are strictly prevented from creating new bills or processing any transactions until they have officially opened the counter with a starting balance.

Part 1: Enabling Opening Balance Entry

By default, this feature may be turned off. To require your staff to enter a starting balance, follow these steps:

1. Navigate to your main POS Settings menu (represented by the gear icon).
2. In the settings panel, locate the option labeled Opening Balance Entry.
3. Click the toggle switch to turn it to the ON (green) position.
4. Click the Save Settings button at the bottom of the screen to apply your changes.

*[Image: POS Settings page highlighting the "Opening Balance Entry" toggle turned on and the Save Settings button]*

Part 2: Opening the Counter

Once the setting is enabled, the system workflow changes for any closed register. Here is what the cashier will experience when starting a new session:

1. When attempting to access the main billing screen, the system will block access and instead display the Counter Opening Amount window. You cannot make a bill without completing this step.
2. Enter the starting cash amount currently in the register drawer. You can manually type the total amount or use the denomination counters on the left side of the screen to calculate the total automatically.
3. Once the correct amount is entered, click the Open Counter button.
4. A confirmation popup will appear asking: "Are you sure to open counter with the entered amount? You cannot change this later!"
5. Review the amount one last time, then click Yes! Open Counter to confirm.
6. The counter is now successfully opened, and you will be granted access to the main interface to start creating bills.

*[Image: The Counter Opening Amount window showing the input field and Open Counter button]*

*[Image: The confirmation popup warning the user that the amount cannot be changed later]*

Part 3: Disabling the Feature

If you decide that you no longer want to require a mandatory opening balance entry, you can easily disable the feature.

1. Return to the Settings menu.
2. Locate the Opening Balance Entry toggle and switch it to the OFF (gray) position.
3. Click the Save Settings button. Users will now be able to access the billing screen immediately without entering a starting cash amount.