Register : Shift Close Out

Shift Close Out is where an employee reconciles their tips at the end of their shift and produces a close-out report for that shift.

Step-by-step

Step 1: Click the REGISTER module at the top of the screen. Click the TOOLS tab, then Shift Close Out.

Step 2: A window opens where you enter the tip information for that employee. Once the amount is correct, click Submit. Check it before you submit — see Cash Tips and Payouts: What's Final Once You Submit below.

Step 3: You will see a breakdown of tips for that employee for the selected day. Use the calendar filter at the top to view another day. You can export the report to Excel or download a receipt using the icons in the bottom right corner.

Cash Tips and Payouts: What's Final Once You Submit

Both are final once submitted, so it's worth checking the amount before you click Submit.

Cash tips are additive, not editable. Once cash tips are submitted in Shift Close Out, an amount that was entered too high cannot be reduced. If the amount was entered too low, you can add an additional amount. Re-entering and submitting a different amount does not replace the first entry — it adds to it, so submitting a second amount on top of an overstated one increases the total rather than correcting it. For an overstatement, the correction is made outside Club Caddie.

A cash payout is corrected with a negative entry, not a void. A cash payout doesn't produce an order ID, so there is nothing for a void to act on. To reverse one, enter a negative cash payout for the same amount, then process the payout again correctly. This applies whether or not the Day End Closing has already run for that day.

Shift Close Out and Day End Closing are not the same thing

Shift Close Out is the individual employee's close for their own shift — their tips, their close-out report.

Day End Closing is the terminal-level reconciliation for the whole operating day. It captures every transaction on that terminal regardless of who took the order, including sales rung up after someone has already closed their shift.

You need both.

If open tabs are blocking a close out

An employee cannot clock out or complete a Shift Close Out while they have open tabs — they must either transfer the tabs to another employee or tender them out first. This is controlled by a facility setting: in Settings → Register Settings, the checkbox Restrict Employee Clock/Shift Close Outs with open tabs turns it on and off.

If the Shift Close Out button is not there

The feature is permission-controlled.

Step 1: Select Settings, then Manage Roles.

Step 2: Under the user role you want to grant access to, click Action (three small dots), then Edit Permissions.

Step 3: Click the Register drop-down and toggle on Shift Close Out. Click Done.

Common Questions

I entered the wrong cash tip amount and already submitted. Can I fix it in Club Caddie?

Only if you entered too little — you can add the difference. An amount entered too high is corrected outside Club Caddie.

I did a Tip payout that should have been a Reimbursement payout. How do I change it?

Enter a negative cash payout to reverse the original, then process the payout again with the correct type.

Does a Shift Close Out replace the Day End Closing?

No. Shift Close Out covers one employee's shift; Day End Closing covers everything that happened on the terminal that day. Run both.