Closing the day
The one line that tells you whether the day added up, and the open sale that's usually the reason it didn't.
2 min readUpdated August 17, 2026Managers
Everything went fine today and the total is short by a hundred and eighty dollars. Nothing is missing. Somebody just never pressed the last button.
The line above the list
The sales list leads with what you collected — real money, from a real count of sales. Beside it is what was rung up, and where those two differ, a third figure appears in amber: not collected, with a count of how many sales are still open.
That amber figure is the only number on the page that represents work still to do. Everything else is a record of work done, which is why it's the one that gets a colour.
Close out today
Close out today, in the header, writes the day up: the number of sales closed, net revenue, tax, tips (with a breakdown per person), how much came in as cash and how much on cards, refunds if there were any, and how many sales are still open with the balance outstanding.
It reconciles today — every time, whatever day you press it on. For a day that's already gone, filter the sales list by date or open a report.
The open sale
A sale stays open until its balance reaches zero. So an open sale at the end of the day is one of three things:
- Somebody hasn't paid — they're coming back for it, or you've been too polite to ask.
- A checkout got abandoned halfway through. Void it.
- A visit that never got finished. Closing the sale is what completes the appointment, so the calendar has a Completed-shaped hole in it too.
That last one is the common case, and it's why tidying statuses on the calendar usually means there's a sale open somewhere.
Common questions
Where's the day's total?
The line above the sales list. It leads with what you actually collected, then what was rung up, then anything not collected.
Why don't collected and rung up match?
Because something hasn't been paid. That's what not collected is, and the count beside it says how many sales are still open.
What is Close out today?
A written reconciliation of today: the sales closed, net revenue, tax, tips, what came in as cash and what came in on cards, and how much is still outstanding.
Can I see yesterday's?
Not from that button — it always reconciles today. Use the date filter on the sales list, or a report, for a day that's already gone.
Is this the same as closing the till?
No. This is the sales side — what was rung up and paid. Counting the cash drawer is separate: see Opening and closing a shift.
A sale has been open for days. What do I do with it?
Find out what happened, then either take the money or void it. An open sale isn't a note to self — it's counted as money owed until somebody settles it.
Related articles
- Take a paymentSales · From the chair to the till — starting a checkout, building the cart, adding a tip, and taking the money by cash, card or gift card.
- Open and close a shiftCash drawer · The float you start with, the counts you take during the day, and the count-down that ends the shift and locks the record.
- Closing out the day, the week and the monthReports · The end-of-day brief, last week's digest, the monthly review, a forecast and two audits — all in Assist, all when you ask for them.
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