Cash cut & count · Help center

Run the daily cash cut by method and by doctor, reconcile cash with a drawer count, and keep the history with a PDF.

Close the day with a clear cash cut: how much came in, by which method and with which doctor, how much went out, and a count that compares the expected cash against what's actually in the drawer. Each cut can be saved and printed.

Used by Front desk and Admin. It's under Finance → Cash cut.

Run the cut

Go to Finance → Cash cut.
Choose the range From / To (today by default) and click View cut. The Today button brings you back to the current day.
You'll see four cards: Income, Expenses, Net and Expected cash, with the detail of each income and expense.
Review the breakdowns of income by method (cash, card, transfer, other) and by doctor.

The cut counts the money that came into the drawer: patients' payments and installments. Treatments marked "completed" aren't money in the drawer, so they don't enter the cut. That's why it matches the income totals from the rest of the system.

Cash count

The count tells you whether the cash reconciles:

Float (petty cash): the cash you open with to make change. Set once in Settings → Cash float and pre-filled on every cut.
Expected cash = float + cash in − cash out.
Counted cash: enter what you physically counted in the drawer.
Difference: the system calculates it on its own and tells you reconciles ✓, over or short.

Save and print

💾 Save cut takes a snapshot of the numbers (with an optional note). The system recalculates on save, so even if you edit an installment later, the saved cut doesn't change.
🗂️ Cut history lists every saved cut, with who and when, and its difference.
From the history, 🖨️ PDF reprints the cut identical to how it was saved.
Deleting a cut from the history is for the Admin only.

The PDF (A4 size) includes your clinic's logo and details, who generated it, the income with its breakdowns, the expenses, the full count and the period summary.

Recommendation

Run the cut at the end of each day and reconcile the drawer before saving: the history serves as your backup even if you correct a transaction later. See also Finance, income & expenses.