Overview

This guide covers How to Close a Shift on the POS in Chively using a consistent, support-friendly workflow.

Before you begin

  • Confirm you can access the Chively Management Page or POS as needed.
  • Make sure your account has permission to change these settings.
  • Keep a test order, test payment, or test user available for validation.

Steps

  1. On POS, click Close of day.
  2. Go to the EOD Report tab to check reporting time, invoice numbers, daily sales overview and collected amount.
  3. Note: In Batch out terminal, if there is a difference in the amount between the pax machine and the POS machine, click View details to examine the situation.
  4. To print the report, click Print settings and select the information you want to print. Then, click Save to save the settings.
  5. Then click Close of day, and select Yes.
  6. Select Print report to print or Finish.
  7. On the management page, go to System settings/General settings.
  8. In the Purchase/Sale tab, select Auto-close of day on POSNote, the automatic closing time should be before the pax closing time.
  9. You have now successfully closed a shift in Chively!

[!NOTE] Add screenshots for each major step before publishing.

Verification

  • Confirm the change is visible in the expected Chively screen.
  • Run a quick real-world test to ensure behavior is correct.
  • If results are unexpected, double-check permissions and device/network status.

Need help?

Contact Chively Support at +1 (800) 439-8229 or support@chively.com.