Closing the day

At the end of the night a manager closes the day on the iPad. Closing counts the cash in the drawer against what Barform expects, can check the card terminal's batch total against what the POS took on card, records both differences, clocks the closer out, prints the Z-report and signs the closer out. Every close can be reviewed afterwards in the back office, under Reports › Shift closes (Z).

Starting the day and the drawer during the day — the float, cash in and out, no-sale openings — are in Cash drawer. Clocking in and out is in Time clock and schedule.

Check tonight's figures without closing

Nothing is recorded until the last button, so you can open the close screen and tap Cancel to see the night's running totals.

Who can do this: admins and managers. The Close the day tile only shows under ··· for a signed-in admin or manager, and only while a drawer is open.

1. Tap ··· in the top bar, then Close the day. The tile is tinted, and its line reads, for example, "shift since 4:39 PM · float $2,000.00" — ending in "not counted", in amber, if nobody has counted the float. On a drawer left open from an earlier day, the line names that day instead of a time: "shift since Mon, Oct 5 · float $2,000.00".
2. Read the left column: the totals card, By Payment Method, By Server, By Category and Voids and Comps.
3. Tap Cancel. Nothing is recorded.

The screen is titled Shift Close. A line at the top shows where you are: Review, Count, Confirm.

Close the day

Who can do this: admins and managers.

1. Settle or close every open tab first, on any iPad. The close refuses while any tab is open (see Clear the Before you close checklist).
2. Tap ···, then Close the day.
3. If the right column shows Opening float not counted, tap Set. Count the float, type it, tap Save count, read the answer and tap Done. Do this before you read the difference, because the float is part of the cash expected. Counted this late — after the night's first cash — it is recorded as a late count. See Cash drawer.
4. Count the cash in the drawer. The Cash in drawer field is already selected. Type the amount on the pad: digits are whole pesos and the point adds centavos (type 12500.50 for $12,500.50). The variance inside the field updates as you type: green at $0, amber when over, red when short.
5. Say what stays in the drawer for the next opening. Beside Cash in drawer, Stays in the drawer reads Required in amber. Tap it and type the cash you leave in the drawer; the rest of the count is taken out.
   • Once the cash is counted, a chip under it offers tonight's float — for example Tonight's float $1,500.00 — when it fits in the count. One tap fills it in.
   • Under the figure, taken out shows the rest of the count.
   • At a bar that uses the safe, what is taken out goes there: in the back office, Reports › Safe adds it to what should be in the safe (see The safe). The close works the same either way.
   • A figure above the count turns red, with "More than the cash counted".
   • Tomorrow's opening count is checked against this figure (see Cash drawer).
6. Optional: tap Card settlement and type the total on the card terminal's batch slip.
   • The line above it shows what the terminal should report: "Terminal total (POS): $…".
   • Under it: "Card $… + Tips $…" when there were card tips, and "Credit $… · Debit $…" when card payments were recorded with their type.
   • Leave the field blank if you aren't checking the terminal tonight. It is then saved as not reconciled, never as $0.
7. Optional: type a note in Closing notes (optional).
8. Tap Close Shift. If you are still clocked in, the button reads Clock out & close shift. It only lights up once the cash count and Stays in the drawer are typed, and what stays is no more than the count.
9. If tabs are still open, or someone else is still clocked in, the Before you close checklist opens. Clear it (see below).
10. If the cash count differs from what was expected, or the card total differs from the terminal figure, the Confirm step opens. If the count matches, and the card total matches or is blank, this step is skipped.
    • The Cash box: Opening float (or Not counted), Cash sales, Paid in − paid out, Account payments and tips in drawer if any, Expected in drawer, Counted, Left for the next opening — for example "$1,500.00 · taken out $2,350.00" — and the Difference with its sign: "over — check the count or note it", "short — check the count or note it" or "the count matches".
    • The Card and close box: Terminal total (POS), Card settlement with ✓ or its difference (or Not reconciled), Open tables, On the clock — for example "1 · clocked out at close" or "2 · they stay clocked in" — and a Closing note box, the same note as on the count screen.
    • Under the boxes: "Confirming records the close, prints the Z if there is a printer and signs you out."
    • Tap the button, which carries the difference — for example Close shift with +$300.00. Back to the count, top left, takes you back to the pad with your figures kept.
11. The Z-report appears. It also prints by itself if printing is on and a printer is set. Tap Done — sign out.

Clear a figure before closing

1. Tap the field: Cash in drawer, Stays in the drawer or Card settlement.
2. Tap Clear. The field goes back to Not counted, Required or Not reconciled.

Settings for the close

The iPad reads these switches when someone signs in. For the two End of day switches above, the close itself follows your venue's setting at the moment of the close.

How the figures are worked out

• The totals card on the left lists: Gross Sales; Tips, split by the tender they arrived on when there are any (the same lines as on the Z), and Tips from deposits if any; Voids, as a count; Comps; Account Payments (cash and card together), if any; Cash tips in drawer, if any; Paid in and Paid out, with each movement under them, if any; and Expected Cash.
• What the drawer should hold: Expected Cash = opening float + cash sales + cash tips kept in the drawer + cash payments into customer accounts + cash in − cash out. A float nobody counted counts as $0.
• What the terminal should report: Terminal total (POS) = card sales + card tips + card payments into customer accounts. Card tips are the tips that arrived on a card.
• A tip counts on the tender it arrived on: the payment's own tender, unless the payment sheet recorded the tip on the other one (a card bill tipped in cash is a cash tip). So if a cash tip is rung on the card, the drawer comes out over and the terminal short by that tip.
• Tips paid from a customer account's credit are counted in Tips, but they are in neither the drawer nor the terminal figure.
• So are tips taken out of a booking deposit (Tips from deposits). A payment made with a booking deposit is in Gross Sales, but not in the expected cash or the terminal total: the guest paid it online (see Deposits for large groups).
• Only money taken on this drawer counts: payments, customer-account payments and cash in and out each belong to the drawer they were taken on.
• Tabs charged to a customer account aren't sales here. They show as Charged to accounts on the Z, and the money counts when the account is paid. See Customer accounts.
• Cash difference = counted − expected. Card difference = the terminal total you typed − Terminal total (POS). Positive means over, negative means short. A blank terminal field stores no card difference — never $0.
• Stays in the drawer is between $0 and the cash you counted, and the rest of the count is taken out. Barform never fills it in for you. It doesn't change the cash difference: the next night's opening count is checked against it.
• The figures stored are worked out by Barform at the moment of the close, from the drawer's own records — not copied from the iPad screen. The iPad uses the same formulas.
• The Confirm step only appears when there is a difference to own: a cash difference that isn't $0, or a typed card total that doesn't match.
• If the count is 50 or more times what was expected (and something was expected), the Confirm step shows a red warning: "Did you type cents? The amount now goes in pesos: $12,500.50 is typed 12500.50". The button then needs a second tap: Tap again to close with ….
• The close is all or nothing. The drawer is closed, the clock is cleared, the figures are stored and the records are written together. If anything fails, nothing is recorded.
• A repeated tap after a lost answer doesn't close twice. It returns the close already recorded, with the same figures and the original time.

Good to know

• Closing needs a connection. A failure shows Could not close the shift with the reason, and nothing is recorded. Reasons include "Open checks must be paid or closed before the day can close." and "No connection — check the network and try again."
• The screen reads its figures when it opens, and again after the float is set. It doesn't refresh while it is open. If money is taken on another iPad in the meantime — for example, the last tab is settled while the checklist waits — the stored difference is still right, but the expected cash and the breakdowns on the Z can be out of date.
• The left column shows the four largest rows of each breakdown, then "and N more". The Z lists them all. The Voids and Comps card lists every row as the type and then the reason, for example "Void — Spilled".
• The left column has no opening-float or cash-sales line. Both are on the Confirm step. On the Z, both are lines of Cash Drawer (cash sales are also the Cash row under By Method).
• Cancel is disabled while the checks or the close are running.
• The header reads Shift Close, your name, and when the drawer was started followed by the time now — for example "4:39 PM–11:52 PM". On a drawer left open from an earlier day it reads "since" with the day and time it was started instead, for example "since Mon, Oct 5, 5:09 PM", so the span can't be mistaken for tonight's.
• If an admin changes an End of day switch during the night, the close follows the new rule. This iPad's screen keeps the old rule until its next sign-in, so its expected cash or "stay clocked in" lines can differ from what is stored.
• A closed day can't be reopened. See After the close.

Clear the Before you close checklist

When you tap Close Shift, the iPad checks two things fresh: are any tabs still open, and is anyone other than you still on the clock. If both are clear — or your venue allows closing around staff who are still working — the close goes straight on. Otherwise the Before you close sheet shows what is blocking, in order. It clears by itself as the floor clears.

Who can do this: the closer (an admin or manager). Clock everyone out runs under the closer's name.

1. Read the first card, for example "3 open tabs must be settled or closed before the shift can close." Settle or close those tabs, on any iPad. The count updates live. At zero the card turns green: "The floor is clear."
2. Read the second card. Under Still clocked in it lists each person and since when: "Clocked in since 5:08 PM.", "Clocked in since yesterday, 5:08 PM." or, for older entries, with the day too: "Clocked in since Sat, Oct 3, 5:08 PM.". Ask them to clock out at the PIN pad's time clock, or tap Clock everyone out. That button only works once the floor is clear; until then it says "Clear the floor first."
3. When both cards are green, tap Close Shift or Clock out & close shift. The second card then says "Everyone else is clocked out." or "Everyone is clocked out." If you are still on the clock, "Closing the shift also clocks you out." shows above the buttons.
4. The close continues at the Confirm step, or closes straight away if there is no difference to own.

To go back without closing, tap Cancel. You return to the close screen with your counts kept.

The setting's hint: "Staff stay clocked in after the close and only the closer is punched out; no new tables or charges until a new day starts."

Rules for the checklist

• An open tab is any tab that is open or partly paid, on any iPad. Tabs with unsent items and empty tabs count as open too. This check always applies, whatever the setting.
• Your own clock entry never blocks: the close clocks you out.
• Clock everyone out clocks out everyone except the closer, straight away, and ends any open breaks. It is refused while any tab is open.
• At the moment of the close, the iPad checks both things again: the open tabs and the clock. If a tab was opened, or someone clocked in, in the meantime, the checklist opens again.
• The list of people refreshes every 5 seconds, and the tab count is live. Someone clocking out at any iPad's time clock clears their line.
• Clock everyone out takes effect at once. Cancelling the close afterwards doesn't clock anyone back in.
• If the clock can't be read (network trouble), the iPad doesn't block on it. The close still needs a connection, and it applies your venue's clock rule.
• If the sweep is refused, the sheet shows "Could not clock everyone out: …" and reloads the open tabs — for example, because a tab was opened on another iPad.
• With the setting on, someone left on the clock is asked when they next sign in — once their entry dates from an earlier service day — whether to clock out that old shift. See Time clock and schedule.

Read the Z-report

The Z is the record of one closed drawer: what was collected, what the drawer and the terminal should hold, what was counted, and the differences. It appears on the iPad that closed the day as soon as the close is recorded, titled "Z ·" and your venue's name. It prints by itself, can be printed again and exported as CSV from the same screen, and its main figures are stored for Reports › Shift closes (Z).

Print, export and finish

To print another copy:

1. Tap Print.
2. The line above the buttons says "Z-report sent to the printer." or "The Z-report did not print: …" with the reason.

To export the Z:

1. Tap Export CSV.
2. The iPad's share sheet opens with the CSV. Send or save it from there.

To finish, tap Done — sign out. Swiping the Z down also signs you out.

Whether and where the Z prints depends on POS printing and Z-report at shift close. When no Z printer is chosen, it prints at this iPad's receipt printer, which follows ··· › Receipt printer › Receipt printer (this iPad) when a manager set one there. See Printing and receipts.

• The automatic print never holds up the close. If the printer doesn't answer, the printer banner says "The Z-report did not print — the printer … is not responding." and offers a retry.
• Print refuses with "Printing is paused (admin setting)." when POS printing is off, and with "No receipt printer configured." when there is no printer.
• The Z is built from the figures the close screen loaded, plus the differences Barform recorded at the close (see the close screen's Good to know).

What's on the Z

From top to bottom. Lines marked "if any" only show when they are above $0.

Header: your venue's name and Shift Close, then the date and time of the close and the closer's name. The time is the moment the close was recorded, also on reprints.

Summary:

• Gross Sales — the total of every payment taken against checks on this drawer. Tips aren't included, and neither are tabs charged to customer accounts.
• Charged to accounts, if any — tabs charged to customer accounts on this drawer. This is a balance owed to the venue, not money in hand.
• Tips — every tip on this drawer's payments, including tips paid from a customer account's credit.
• The tip split, when there are any card or cash tips:
  • Tips (credit), if any;
  • Tips (debit), if any;
  • Tips (card), if any — card tips with no card type, from an older iPad or a card tip left on a cash bill;
  • Tips (cash), always shown in this group.
• Tips from account credit, if any — tips paid out of a customer account's credit.
• Tips from deposits, if any — tips taken out of a booking deposit the guest paid online. They're inside Tips, and outside both the drawer and the terminal.
• Voids · Comps, written as "3 · $250.00" — the number of item voids recorded since the drawer opened, then the value of the comps on checks opened since the drawer opened.

Cash Drawer: every part of the expected cash on its own line, in this order, so the lines add up to Expected. The screen and the paper print the same lines.

• Opening float — the amount, or Not counted, which adds $0.
• Cash sales — the cash payments taken on this drawer, always shown. It is the same figure as the Cash row under By Method.
• Cash tips in drawer, if any — only when your venue keeps cash tips in the drawer.
• Account Payments (cash), if any — cash payments into customer accounts.
• Paid in, if any, with each cash in under it; Paid out, if any, with each cash out under it. Each line shows the reason and the signed amount, then the time and who recorded it, oldest first. Cash moved between the drawer and the safe is listed here too, under From the safe or To the safe: what the close takes out is still the count minus what stays in the drawer, and nothing counts twice (see The safe).
• Expected — the expected cash: the sum of the lines above it.
• Counted — the count you typed.
• Variance — Barform's figure for the difference: $0 shows in green with ✓, short in red, over in amber.
• Left in drawer and Taken out — what you left in the drawer for the next opening, and the rest of the count. Only when the close recorded them.

Card:

• Credit and Debit, each if any — card sales of that type plus the tips that came with them.
• Card (type not recorded) — only when some card money has no type and some has one.
• Account Payments (card), if any — card payments into customer accounts.
• POS · Terminal — card sales + card tips, then the total you typed, or Not reconciled.
• Variance — the terminal total − (card sales + card tips + card payments into customer accounts), or Not reconciled.

Breakdowns: By Method and By Server side by side, then By Category. They are complete lists, largest first, with "No data" when empty.

• By Method — this drawer's payments by tender: Cash, Credit card, Debit card, Card (type not recorded) and Booking deposit. It adds up to Gross Sales. Booking deposit is deposit money groups paid online and spent on their bills: it's in Gross Sales, but in none of the Cash Drawer or Card lines.
• By Server — each payment under the server of its check, or "—" when the check has no server. It adds up to Gross Sales.
• By Category — the line prices of the checks paid on this drawer, grouped by category. If only part of a check was paid on this drawer, its lines are scaled down to that share. These are line prices, not payments, so the total doesn't have to match Gross Sales (check discounts, tax added on top). Lines whose product is no longer active on the menu are left out.

Footer:

• "Still on the clock: N" — only when your venue closes with staff on the clock and someone other than the closer was still clocked in.
• "Notes: …" — the closing note, if one was typed.

The printed Z

The paper copy follows the screen's order — Summary, Cash Drawer, Card, the breakdowns, then the notes. Its Cash Drawer lines are the screen's, Not counted included. Elsewhere it has less detail:

• The date reads like "Oct 4, 2026, 9:21 PM", in your venue's time zone.
• Tips split into Tips (card) — all card tips — and Tips (cash). There are no credit or debit tip lines. Tips from account credit and Tips from deposits print as on the screen.
• The Card section has Account Payments (card), POS · Terminal and Variance, with no Credit or Debit lines.
• Each cash in or out prints its reason and amount, then a line with the time and who recorded it.

The CSV

The CSV has three columns: the section, the key and the value in cents (12500 = $125.00).

After the close

Once the close is recorded, your venue has no open drawer. No iPad can open a new table or take a payment until someone starts a new day at the PIN pad. Every iPad hears the close straight away and shows a banner on the floor and the check screen: "The day is closed. Start a new day on the PIN screen to continue."

Anyone on the staff can start the next day:

1. On an iPad at the PIN pad, enter your PIN.
2. The greeting asks you to start the day. Tap Start the day. See Signing in on the iPad and, for the float, Cash drawer.

On an iPad that is still signed in after the close:

1. Tap ···, then Sign Out.
2. Sign in again and start the day as above.

What the close changes

• The close stores, for the drawer: the time of the close, the counted cash, the expected cash, the cash difference, the POS card total (card sales + card tips), the terminal total, the card difference, the note and what stays in the drawer.
• Barform also records the close's figures — including the cash tips held — and how many people were clocked out or left on the clock, plus a record of anyone clocked out with Clock everyone out. No back-office screen lists these records.
• On the iPad that closed, the day is marked closed at once, under the Z. Done — sign out then takes it back to the PIN pad.
• Other iPads hear the close live and show the banner. People signed in there stay signed in.
• After the close, these are refused with the same sentence as the banner: opening a new table (the iPad refuses before it even asks), taking a payment, and taking a customer-account payment. Courtesy credits on customer accounts aren't blocked. See Customer accounts.
• Payments of a closed day can no longer be voided, have a void undone or have their tip changed. See Payment corrections.
• With Allow closing the day with staff still on the clock on, staff stay clocked in after the close. The lockout applies either way.

Good to know

• No screen reopens a closed day or edits its stored figures, on the iPad or in the back office. A manager can mark a difference as explained, with a note, on Shift closes (Z); the figures stay as they were stored (see Explain a difference).
• Nothing closes the day automatically. If nobody closes it, the drawer stays open, and the next night's sales land on the same drawer and the same Z. From the next service day, every iPad says so at each sign-in and on the floor, and asks for that day to be closed before tonight's service (see Cash drawer). Shift closes (Z) shows one row covering both nights, filed under the night it was started: its times name both days, and it says which nights it took money on.
• Signing out never closes the day. The ··· sheet says so under Sign Out: "Signing out doesn't close the shift — signing back in restores it."
• If an iPad missed the live message, its next attempt to record anything is refused, and it then shows the banner.

Review closes in the back office

Reports › Shift closes (Z) has one row per drawer — one per business day — that your venue started in the chosen range, closed or still open, named by the service night it belongs to. Each row shows the float — with how the opening count compared with what the last close left — the expected cash, the count and the cash difference, then the POS card total split into credit and debit, the terminal total and the card difference. A drawer that ran past its night names the days, and one that took money on another night says which. Click a row to read the drawer's cash, oldest first — every cash payment and cash tip, cash paid into accounts, voided cash payments, cash in and out, the opening count and each no-sale opening — then the close with its differences (a manager can mark one as explained), and who was on the clock. With Show card payments on, the card payments and charges to accounts are in that list too, so every ticket of the night opens from it. Not explained narrows the list to the drawers with a difference Today is still listing. Drawers that took nothing fold into one line under the table. The list exports to CSV.

Who can do this: admins and managers, on every plan.

You can also get here from the drawer lines in Today's Needs attention list, with their Open link: a line about one drawer arrives with that drawer's row open, and "N more nights with a drawer difference" and "N older drawer differences are still not explained" arrive with Not explained on. Each close's line on Reports › Safe opens its drawer's row here too, and so does each line there of cash moved between the drawer and the safe ("To the drawer", "From the drawer").

1. Open Reports › Shift closes (Z).
2. Pick a range: 7 days, 30 days (the default), This month, Last month or This year, or set From and To.
3. Read the rows, newest first, 50 per page.

To see the drawers that took nothing:

1. Under the table, click "N empty drawers — no float, no money, counted $0" ("1 empty drawer — no float, no money, counted $0" when there is one).
2. Each is listed with its night, its times and who opened it. Click the line again to fold it.

To export, click Export CSV. The file, shift-closes.csv, has every drawer in the range — the empty ones too — not just the page you are on.

Where each day of the range starts and ends comes from Service time, under Settings › Hours & scheduling. Cash tips stay in the drawer until the count decided the expected cash stored at each close.

Read a drawer's cash

When a count comes out short or over, the first question is what went into and out of the drawer that night, and who was there. A drawer's row answers it.

1. Click the row. Under it, The drawer's cash, oldest first, with "Card payments are left out — they never go through the drawer." beside it. "Loading the drawer's cash…" shows while it loads.
2. Read the lines, oldest first. Each gives the time, what happened, the amount (+ for money into the drawer, − for money out of it or taken back by a void, no sign for the float) and who:
   • "Day started" — who started the business day (the first clock-in). It isn't the cash drawer opening: the drawer opens for each cash payment and each cash in or out, which are their own lines, and for a no-sale opening ("Drawer opened, no sale");
   • "Opening count" — or "Opening count corrected (was $X)", "Late opening count", "Late opening count, corrected (was $X)" — then how it compared with the last close, for example "Opening count · matches what the last close left", and who counted it (older floats, from before counts were checked against the last close, read "Opening float entered" or "Opening float changed (was $X)");
   • "Opening count skipped" — "asked by" and "approved by" with the names, or "approved by" alone when the manager skipped it themselves;
   • "Cash payment" — who took it. With a cash tip it reads, for example, "Cash payment: $130.00 + $70.00 tip = $200.00", and the amount is what came into the drawer: the payment and the tip together;
   • "Cash tip on a card payment";
   • "Cash paid into (name)'s account" — who received it;
   • "Cash payment (time) voided:" and the reason — "voided by" and "taken by" with the names; a voided cash payment into an account reads "Cash into (name)'s account (time) voided:" and the reason;
   • "Cash in:" or "Cash out:" and the reason — cash moved between the drawer and the safe reads "Cash in: From the safe" or "Cash out: To the safe";
   • "Drawer opened, no sale" — "approved by" and the manager's name, with "asked by" and a name first when someone else asked for it;
   • "Drawer opened to count the float" — who opened it from the Opening float sheet to count. It isn't a no-sale, needs no PIN and never makes the count late;
   • last, "Day closed" — who closed, then Counted, Expected with its parts (for example "$2,000.00 float + $3,450.00 cash sales + $120.00 cash tips") and the difference ("$185.00 short", "$40.00 over" or "exact"), then, when the close recorded it, "Left in the drawer for the next opening · $X taken out" with the amount left, and the drawer's differences with Mark as explained under it all (see Explain a difference).
3. After a name, "not clocked in" means none of that person's time entries covered that moment (5 minutes either side count).
4. Under the lines, On the clock during this drawer lists everyone whose time entry overlapped the drawer — name, role, clock-in to clock-out — or "Nobody was clocked in during this drawer."
5. Click the row again to fold it. Only one row opens at a time.

• The drawer's money is what the close counts: cash payments, cash tips (a cash tip left on a card bill too), cash paid into customer accounts on the drawer, and cash in and out. Card payments and charges to customer accounts never go through the drawer, so they aren't lines, and neither are card voids — unless you turn on Show card payments (see Show the card payments too).
• Expected is shown part by part — the float and the cash sales always, then cash tips, cash into accounts, cash in and cash out when they aren't $0 — only when the parts add up to the Expected the close stored. The cash tips are the figure the close used: $0 when your staff keep their cash tips, and for closes from before mid-September 2026.
• When the drawer's times on its row name their days, each line's time names its day too.
• The lines show what was recorded, not why. A no-sale opening is matched to the drawer by its time alone; one made with no drawer open — after the close, say — isn't listed anywhere. An explanation given or taken back isn't a line: the one that stands is under the close. Someone "not clocked in" may simply have forgotten to clock in.
• A name Barform can't find on your staff list reads "someone not on the staff list".
• It works on a drawer still open (there's no close yet), and while your venue is read-only.
• On a very long night only the first 500 of each kind of line are shown, and the row says so: "A long night: only the first 500 of each kind are shown."
• If the drawer's cash can't load, the row says why and shows Cash in and out of this drawer instead: each movement's time, +/− amount, reason and who recorded it — or "No cash was paid in or out on this drawer."

Show the card payments too

The drawer's cash leaves out card payments, because they never go through the drawer. To open every ticket of the night from the same list, show them as well.

1. Open the drawer's row. Beside The drawer's cash, oldest first, turn on Show card payments. The note beside it now reads "Card payments and charges to accounts are shown in grey — they never go through the drawer." "Loading the card payments…" shows while they load, and the cash lines stay where they are.
2. Read the new lines, in time order among the others. They are grey, a card payment has a card icon, the amount has no + or −, and who took it is on the right:
   • "Card payment (credit)", "Card payment (debit)", or "Card payment" when the iPad recorded no type. With a tip on the card it reads, for example, "Card payment (credit): $450.00 + $60.00 tip", and the amount is the two together.
   • A card bill tipped in cash reads, for example, "Card payment (debit) · $50.00 tip in cash", with the card's amount alone. Its "Cash tip on a card payment" line, right after it, is unchanged and still the one that counts the tip.
   • "Charge to (name)'s account", "Payment from a booking deposit" or "Gift card payment".
   • A voided one sits at the time it was voided, with the time it was taken in brackets — for example "Card payment (debit) (12:08 AM) voided: Wrong tender · $260.00 + $40.00 tip" — its amount struck through, and "voided by" and "taken by" with the names.
3. Click any of them to see its check's ticket, as for the cash lines (see See a payment's ticket).
4. Turn Show card payments off to hide them again.

• These lines are for reading only. Expected, its parts, Counted and the differences stay exactly as they are, with the switch on or off.
• The switch is remembered in this browser: the next time you open a drawer here, it is as you left it. Another browser, or a private window, starts with it off.
• On a phone, the switch sits at the left of the open row, beside the list's title, so you don't have to scroll sideways to reach it.

See a payment's ticket

Each payment in a drawer's cash has a ticket icon beside it, and the list says "Select a payment to see its ticket." The ticket shows what was actually sold and paid on that check.

1. Open the drawer's row (see Read a drawer's cash) and click a cash payment, a cash tip on a card payment or a voided payment — or, with Show card payments on, a card payment or a charge to an account.
2. Ticket for and the check's table opens: the check number, table, who served it, guests, when it opened and closed, and its status; every line with its modifiers, seat and price — discounts, comps and voided items marked, with who did it and why where Barform recorded it; the subtotal, IVA and total; then Payments: every payment on the check, its tip and how the tip was paid, and who took it.
3. The payment you clicked is marked Drawer line: "The marked payment is the line you opened in the drawer's cash." A cash payment shows Tip in cash and Into the drawer under it. A voided payment is struck through, with who voided it, when and why.
4. Click Close, press Escape or click outside the window to go back to the list.

• Cash paid into a customer account, the float, no-sale openings, cash in and out and the close have no check behind them, so they stay plain lines.
• The ticket shows what the records say. A line discount names who applied it only where the iPad recorded that.

See only the differences still waiting

Not explained keeps the drawers with a difference Today's Needs attention is still listing: a cash difference, or a card difference once the terminal total was typed, of $100 or more either way, and an opening count $100 or more off what the last close left, counted late or skipped — open drawers included — that no manager has marked as explained.

1. Above the table, click Not explained (N), beside All drawers. N is the number of such drawers in the range, whichever of the two is on.
2. Under them: "Drawers with a difference of $100.00 or more that nobody has marked as explained. Today keeps them in Needs attention until someone does." Late counts and skipped counts are in the list too.
3. Open a row and explain its difference (see Explain a difference). When its last difference is explained, the row leaves the list.
4. Changing the range keeps the filter; All drawers takes it off. With nothing left: "No differences waiting for an explanation in this range."

• Smaller differences and explained ones aren't in it; they're under All drawers. A drawer with one difference explained and one not stays until both are explained.
• Not explained counts drawers. Today's older-differences line counts differences, so a drawer whose cash and card are both out counts once here and twice there.

Explain a difference

A closed day can't be reopened or changed. When you know why a drawer came out short or over — the count left out the float, say — a manager can mark the difference as explained, with a note. The figures stay exactly as the close stored them. The difference shows as explained, with the note and who wrote it, and Today's Needs attention stops listing it. The same goes for the opening count: a count off what the last close left, a late count or a skipped one.

Who can do this: admins and managers.

1. Click the drawer's row. At the end of its cash, under Day closed, Differences on this drawer lists Cash difference, Card difference or both, each with its amount. Opening difference comes first when the opening needs a word, with its amount, or "counted late" or "count skipped" when there is no amount to show. On a drawer still open, the list is at the end of its cash. Arriving from Today, the page keeps this in view.
2. Click Mark as explained beside the difference.
3. Type what happened in the box — "What happened? For example: the count left out the float." — up to 500 characters. Under it: "The Z keeps its figures. The difference stays on this page, marked as explained with your note, and Today stops listing it."
4. Click Save. The notice says "Marked as explained." Cancel closes the box without saving.

To take an explanation back:

1. Click the drawer's row. Beside the difference: "Explained by" with the name and the date, and the note under it.
2. Click Undo. The notice says "The difference is listed again." To change a note, undo it and explain the difference again.

• The cash and card differences can be explained only on a closed drawer, and only when they aren't $0 — the card difference once the terminal total was typed. Explaining one leaves the others as they are.
• The opening difference can be explained as soon as the count is in, even while the drawer is still open: any difference from what the last close left, a late count, or a skip with nothing counted after it. Under the night it then reads, for example, "Opening difference explained by Ana: last night's close put $50.00 in the safe by mistake".
• A new opening count takes the opening's explanation off — the note explained the old count — and the opening is listed again if the new count still needs a word.
• Barform keeps every explanation, and every one taken back, with who and when. The page shows the one that stands.
• An empty box can't be saved: "Write what happened before saving." Other answers you may see: "This drawer is still open — its difference comes with the close.", "This drawer has no difference to explain." and "This drawer no longer exists — refresh the page."

Rules for Shift closes

• Which drawers show: those started inside the range's service days. The range runs from the service-day start of its first day to the service-day start after its last day. A drawer belongs to the day it was started, even if it closed the next day.
• The night's name. A drawer is named by the service night it was started on: the night the range files it under, and the name Today's Needs attention gives it. With a 4:00 PM service time, a drawer started on Tuesday at 3:06 PM is Monday's ("Mon, Oct 5"); with a 6:00 AM service time, it's Tuesday's.
• The times. Under the night, the start and close times: "5:09 PM – 2:06 AM". The days are added when the times alone would read wrong: when the drawer closed on a later night than it was started on ("Mon 5:09 PM – Wed 2:06 AM"), or when it was started before the service time, on another date than its night ("Tue 3:06 PM – Tue 4:08 PM" under Monday's name). Past six days, the dates are added too. A drawer not yet closed reads "5:09 PM –" with STILL OPEN.
• Took money on. A drawer that took money on any night but its own lists, in amber, every night it took money on: "Took money on Tue, Oct 6" for a drawer started on Monday that held only Tuesday's money, or "Took money on Mon, Oct 5 and Tue, Oct 6" for one that took money on both. Money taken means payments other than charges to customer accounts, and cash or card paid into accounts at the bar. Charges to accounts, courtesy credits and cash in or out don't count.
• Empty drawers. A closed drawer with no float (or a $0 one), $0 counted and expected, no difference, no card total, no closing note, and not one payment, account payment or cash movement isn't a row: it's counted in the empty-drawers line under the table, and it's still in the CSV. If the page can't tell what a drawer took, nothing folds and no drawer is marked.
• Card payments into customer accounts aren't part of Card (POS), so on nights with such payments, Terminal minus Card (POS) differs from Card ±.
• A still-open drawer shows "—" for Expected, Counted, Cash ±, Terminal and Card ±. Its Card (POS) reads $0.00 until the close, with no split.
• The credit and debit split:
  • Each type is the card sales of that type plus the tips that came with them, worked out the same way the close stores Card (POS), so the parts add up to it.
  • A card tip left on a cash bill has no card type, so it counts as Type not recorded.
  • The split only shows for a closed drawer with some credit or debit money. Nights from before card types were recorded show no split.
  • If the split can't be loaded, the page shows without it.
• The CSV columns are Night, Span, Opened by, Opening, Expected, Counted, Cash variance, POS card, then POS card, credit, POS card, debit and POS card, type not recorded, then Terminal and Card variance, then Cash variance explained and Card variance explained.
  • Opening vs last close (after Opening, with the notes under the float joined by " · ") and Left in drawer (after Counted) only appear when some drawer in the range has an opening count, a skip or a recorded left.
  • Opening difference explained joins the explained columns, first, when they appear.
  • The three split columns only appear when at least one night in the range has a split. Nights without one get "—" in them.
  • The two explained columns only appear when some difference in the range was explained. Each holds the note, who and when — for example "the count left out the float (by Ana on Oct 6)" — or "—".
  • Amounts are written as on screen ("$1,234.50"), and "—" means empty.
  • A difference that isn't $0 starts with an apostrophe ('+$45.00, '-$419.50). That stops a spreadsheet from reading it as a formula.

Good to know

• The figures are the ones stored at each close. Nothing restates them later: an explanation sits beside them.
• Closes recorded before mid-September 2026 were worked out with older formulas: before about September 7, Card (POS) left out card tips, and before about September 13, Expected left out cash tips. They weren't restated.
• The Night has no year, in the table or in the CSV.
• With nothing in the range, the page says "No shifts yet — the first close will appear here.", even if older closes exist.
• The page shows the stored totals and each drawer's cash. The Z's breakdowns (by method, server, category, voids) aren't stored.
• Today's Needs attention list files and names a drawer the same way, by the night it was started, so a line's Open lands on this page with the drawer listed under the same name, its row open. A drawer shows there when the cash was $100 or more short or over, or when the terminal total was typed and the card difference was $100 or more — unless a manager marked that difference as explained. Its opening shows there too, open drawers included, when the count was $100 or more off what the last close left, counted late, or skipped with nothing counted after it. In the range Today shows, up to three are named, then "N more nights with a drawer difference". Whatever the range, each difference from the last 30 nights — this page's 30 days — has a line of its own, and older ones are counted in "N older drawer differences are still not explained", until someone explains them here. See Today.

Related

• Cash drawer
• Payment corrections
• Time clock and schedule
• Today
• Income