Close cash box

ModuleCash box

Suggested profileCashier / Administration

PermissionCASH_BOX: ADMIN

StatusValidated

Objective

Definitively close the active cash box so that no more movements are recorded and a new shift can be opened when required.

Before starting

• Have performed a recent Cash box closing that reflects the current state.
• Confirm that there are no pending operations (charges, exits, advances in process).
• Have CASH_BOX: ADMIN.

Step by step

1. In the Cash box module, with the active cash box, click Close cash box (red header button).
2. The system asks for confirmation: "Are you sure you want to close the cash box?".
3. Confirm the operation.
4. The system closes the cash box and leaves it in closed status.

Expected result

• The active cash box is closed.
• The header returns to show the Open cash box button.
• The CryoBank, Closings and Invoices tabs are disabled until a new cash box is opened.
• The system shows a success message.
• The closed shift's movements remain visible in the movements table, but the cash box no longer accepts more operations.

Pending: add screenshot of caja-cerrar-01-confirmacion.png.

Common errors

Situation	What to do
The Close cash box button does not appear	The user does not have CASH_BOX: ADMIN.
The cash box does not close	Verify that there are no pending operations. If the problem persists, report to administration.
The cash box was closed but I forgot to capture something	Coordinate with administration. If necessary, they can reopen the cash box.

Suggested permissions

• CASH_BOX: ADMIN.

Operational recommendations

• Before closing the cash box, perform the closing to leave a formal record of the shift.
• Closing is the final action of the shift. After closing, subsequent operations require opening a new cash box.

Relation with other modules

• Cash box (Closings): the last closing of the cash box stands as evidence of the closure.
• Patients, schedule, CryoBank: no monetary operation can be recorded until a new cash box is opened.