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Adding and managing a cash float

Adding a cash float 

When opening your register for the day, you will be given the option to add a cash float. To add a float:

  1. Navigate to Sell > Cash management.
  2. You will be informed that your register is closed and have the option to add an opening float.
  3. Add your desired cash float amount under the opening float section.
  4. Add an optional note to provide further detail about the float.

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  1. Add the cash to your cash drawer and click Open register.

Managing cash

Throughout the day you may need to add or remove cash from the cash drawer. It's important to record cash movement to monitor for inaccurate counting or theft, and you can even leave a note to record the reason for the cash movement.

To add or remove cash:

  1. Navigate to Sell > Cash Management
  2. Here you will see options to Remove Cash, Add Cash, or to view any cash movement activity.

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Cash out

You can use this option if you need to remove cash from your cash drawer for tip outs or safe drops. Click Remove cash and select Cash out

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Petty cash out

Use this option if you need to use cash from the cash drawer for store expenses, such as cleaning products or stationary. Click Remove Cash and select Petty cash out. 

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Cash in

This option allows you to track cash you add to your cash drawer, such as cash that is added to increase your float amount. Click Add Cash and select Cash in

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Petty cash in

Select this option if you removed petty cash and now need to add it back to the cash drawer. Click Add cash and select Petty cash in

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What's next?

Making sales

A guide to making and managing sales.

Learn more

Setting up Lightspeed Payments

Set up Lightspeed Payments to take credit and debit payments.

Learn more

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