Help: day cycle (Schedule, Billing, cash, and Z Closure)
Practical guide for the administrator or cashier. Follow this order; do not skip steps.
Appointment → Service → Payment (Billing) → Commission → Cash register → Z Closure → ReportsZ Closure closes the operating day. It is not a tax invoice or an electronic invoice.
1. Schedule
- Complete the appointment (in service → completed).
- If the client paid, use Bill from the appointment detail.
- If there was no charge (courtesy, membership, no-show, canceled), resolve it with the status or No charge plus a reason.
- Do not leave appointments hanging: they block that day’s Z Closure.
If Billing asks you to go to the Schedule because of a pending Z Closure: resolve that day, not today.
2. Billing (charge)
From the appointment or from Billing:
- Confirm client, services, and products.
- Choose the payment method. For electronic payments, record the reference.
- Tap Charge / record. A draft does not count as paid: Z Closure will still show the appointment as pending.
- When you finish, return to Z Closure: the appointment should no longer appear as unpaid.
Do not open today’s cash register if a previous day’s Z Closure is still pending. You can charge appointments for that pending day.
3. Cash register
| Action | When | What it does |
|---|---|---|
| Open cash | Start of the shift | Change float. It will not open if a previous day’s Z Closure is pending. |
| Close cash | End of the shift | Cash count: you count cash and compare it with recorded sales. It does not close the day. |
| Z Closure | End of the operating day | Closes the day in the system (single wizard). |
If cash or sales do not match when closing the register, enter a note. You cannot close with a difference and no explanation.
4. Z Closure (one screen)
Open it from Billing (⋮ menu), Commissions, POS, Profile, or at sign-out if the day is ready.
- Validation: resolve open appointments and completed unpaid ones.
- Cash count: if there was cash, count it and close the register.
- Summary: review the day’s totals (internal X report).
- Confirm Z Closure.
If several days are pending, close the oldest one first (chronological order).
Common problems
I billed and when I return the appointment is still “unpaid”.
Make sure you recorded the payment, not a draft. Wait for the Schedule to reload; do not bill the same appointment again.
I cannot open the cash register.
There is a pending Z Closure. Close it first (or charge that day’s appointments and then close).
Is closing cash the same as Z Closure?
No. Closing cash is the cashier’s count. Z Closure closes the business day.
Does a credit sale block Z?
No. Credit with a balance stays in accounts receivable. What does block Z is an incomplete payment or a draft.
Where to find each thing
- Schedule: Look Manager → Schedule.
- Charge: appointment detail → Bill, or the Billing module.
- Cash register: Billing → ⋮ menu, or POS.
- Z Closure: the same wizard in all of those menus.