How to use the Surfpay cash register

1. Start a Shift – At the beginning of the day or upon the first transaction, you can initiate the shift directly within the CheckoutX POS app.

   

2. Input the cash balance – When you start the shift, enter the amount of cash currently in the register.

   

3. Process Sales – The register is now active, allowing you to accept payments.

4. Make a Cash Withdrawal – If you need to withdraw cash from the register during the day, you can do so by selecting the Cash Register option in the CheckoutX POS app.

   

5. End the Shift – At the close of the day, you will complete your shift and close the cash register in the CheckoutX POS app.

   

6. Automatic Closure – If the cash register is left open overnight, it will be automatically closed for security reasons.

7. End of Day Closure and Reports – After closing your shift, a daily report will be generated and sent to your email.

8. Add Additional Email Addresses – If you wish to send reports to multiple email addresses, you can do so through the merchant portal under your cash register settings. surfboardmerchant.com/ecr

Read here how you subscribe to the cash register