How to Check the Machine Balance
The Machine Balance Check shows the running totals of all payment methods collected on your POS machine during the current shift.
How to View the Balance
- Go to the Action Menu (bottom-left of the POS status bar)
- Click Machine Balance Check
- A dialog shows the current balances
What You See
The balance display shows amounts for each payment method:
| Category | What It Shows |
|---|---|
| Cash | Opening amount + cash sales − cash refunds − safe drops |
| Credit | Total credit card payments − credit refunds |
| Debit | Total debit card payments − debit refunds |
| Check | Total check payments − check refunds |
| Online | Total online payments − online refunds |
| Bank Transfer | Total bank transfers − bank transfer refunds |
| Other | Total other payments − other refunds |
When to Use It
- Mid-shift verification — Check if your cash matches what the system shows
- Before safe drop — See how much excess cash is in the drawer
- Before check-out — Preview what your shift totals will look like
- Troubleshooting — If a customer disputes a transaction, check the balance to verify
Important Notes
- The balance is a running total — it updates in real time as you process transactions
- This is a view-only screen — you cannot modify balances here
- The balance reflects this machine only — not all machines at the location
- For a more detailed breakdown, use the X-Report (Shift Summary)