Customize close-of-day procedures with Square for Restaurants

Who is this article for?

This article is for managers and owners who use Square Restaurants POS and have the necessary permissions to manage device and service settings in the Square Dashboard. Learn more about team member permissions with Square for Restaurants. Closing procedures and close of day reporting require a Square for Restaurants Plus or Premium subscription.

Before you begin

Your close-of-day report is the last report your managers may run for the day to close out your restaurant. Setting up your close-of-day procedures helps ensure your team members complete all of the necessary tasks before ending their shifts or closing the restaurant.

You can customize requirements for the following actions:

closing out open bills
adjusting tips
totalling cash drawers
clocking out team members

You can also select which reporting fields appear on your printed and emailed Close of Day report.

Closing procedure settings are location-specific, and you can only change these settings from the Square Dashboard.

You can configure which actions are required to run the Close of Day and which actions are required to run the Shift Report. Review which actions are required and which actions are recommended directly in the Shift and Close of Day reports.

Even if your managers have not completed all of the required actions, you can override your customized requirements and run the Close of Day report.

Note: An override requires the owner passcode. Only override your requirements for running Close of Day reporting when you or your staff are blocked from completing one of the tasks.