---
title: "How to manage POS sessions"
url: "https://support.cosmesoft.app/en/article/how-to-manage-pos-sessions"
language: "en"
last_updated: "2026-09-09T12:16:00.058Z"
---

# How to manage POS sessions

## How to manage POS sessions and cash

The **Cash Register Balance** workflow in POS guides you through each part of balancing and closing a register session. You will review payments received, check refunds, review liability transfers, balance payment totals, finalise the cash drawer, and close the session.

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## Before you begin

Make sure:

-   You have **Manager** or **Admin** access, including permission to balance the cash register.
-   You have selected the correct **Current Location** in POS.
-   All sales, refunds, and cash movements for the session have been entered before you close the register.

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## Step 1 — Review payments received

1.  Open **POS**.
2.  Select the correct **Current Location**.
3.  Select the **Manage** tab.
4.  Open **Cash Register Balance**.
5.  In **Payment Received**, review all payment allocations for the session.
6.  Use the **From** and **To** filters if you need to narrow the list.
7.  Check each completed sale, including the **Date & Time**, **Client**, **Operator**, **Sale Type**, **Total**, **Payment**, and **Status**.
8.  If needed, select **View** to open the transaction details.
9.  Select **Next: Refund**.

  

![image-20260503-035251.png](https://cdn-assets.productfruits.com/a63b8237-d632-4b08-b343-75d5d9b6b74b)

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## Step 2 — Review refunds

Use **Refunds** to review refunds issued during the current session before you balance the register.

1.  Review the **Refunds** step.
2.  Use the **From** and **To** filters if you need to narrow the list.
3.  Check each refund, including the **Date & Time**, **Client**, **Operator**, **Sale Type**, **Total**, **Payment**, and **Status**.
4.  If needed, select **View** to open the refund details.
5.  Select **Next: Liability Summary**.

  

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## Step 3 — Review liability transfers

Use **Liability Summary** to review gift vouchers, loyalty points, and treatment packages redeemed during the session.

1.  Review the **Liability Transfers Summary**.
2.  Check the **Type**, **Count**, and **Value** columns for any redeemed gift vouchers, loyalty points, or treatment packages.
3.  If there are no redemptions, POS shows that there are no liability transfers this session.
4.  Select **Next: Balance Register**.

## Step 4 — Balance the register

Use **Balance Register** to verify the amount received for each payment method.

1.  In **Balance Register**, review the **Payment Method** tab.
2.  For each payment method, compare **Received**, **Refund**, and **Expected**.
3.  For cash, select **Count cash** and enter the counted cash amount.
4.  For non-cash payment methods, enter the actual amount in the **Actual** field if required.
5.  Add a **Comment** for any payment method that is unbalanced. POS requires a comment when there is a variance.
6.  Select the **Promotions** tab if you need to review promotion totals.
7.  Select **Next: Finalise Cash Drawer**.

![image-20260503-035206.png](https://cdn-assets.productfruits.com/e563efe4-a43f-4f52-a79a-673263c5c593)

![](https://cdn-assets.productfruits.com/3d949df8-b3fe-42f4-8bc6-fc9cfce08c97)

**Note :** Use the currency calculator to keep track of your count.

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## What to do next

-   Review your [Daily Sales Report](https://support.cosmesoft.app/en/article/how-to-use-analytics-dashboards).

-   Learn [how to process a refund](https://support.cosmesoft.app/en/article/how-to-view-transactions-and-process-refunds) for past sessions.

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