A consistent end-of-day routine ensures accurate settlement, prevents revenue loss, and keeps your system running smoothly. This guide provides a complete daily closing checklist for Clover POS operators.
Step-by-Step Instructions
- Reconcile cash drawer: count all cash and compare against the Reporting app's expected total (Shifts > Cash Summary). Record any overages or shortages.
- Close all open tabs: review the Orders section in the Register app. Any open tabs will not settle until they are closed.
- Process all tip adjustments: enter all written tips from signed receipts into the Transactions app before the batch closes.
- Review today's sales report: open the Reporting app, confirm gross sales, refunds, and payment type totals match your expectations.
- Close or confirm the batch: verify the auto-settle time has passed, or manually close the batch in the Transactions app.
- Confirm no employee shifts are still open: in the Employee Shifts report, ensure all shifts are clocked out.
- Safely power down or leave devices on: Clover devices can be left on overnight (recommended for auto-updates) or powered down from Settings > Power Off.
📌 Important Note: Create a written end-of-day checklist and train all managers to follow it consistently. Inconsistent closing procedures are the leading cause of batch settlement errors and reconciliation headaches.
Frequently Asked Questions
The auto-close time is set by your merchant processor. Log into dashboard.clover.com > Setup > Payments to view and modify the settlement time.
Yes, or ensure automatic settlement is properly configured. Leaving batches open for multiple days risks authorization expiry and lost revenue.
Create a printed step-by-step closing guide based on this article and your specific setup. Have new managers complete three observed closes before doing it independently.
Still having trouble?
Our Clover experts resolve most issues in under 15 minutes — available 24/7.
Contact KloverSupport →