The money
At nine at night, the drawer balances or it does not.
And when it does not, the question is not how much is missing: it is where it went. Itzli is built so that question has an answer before anyone goes home.
Why a shared drawer never balances
When three people take payments out of the same drawer, the shortfall has no owner. Nobody lied: too much change went out, a test got charged at the old price, someone took cash for fuel and meant to write it down. At the end of the day there is a difference and an awkward conversation that leads nowhere, because there is no way to know which of the three shifts it happened in.
The close
How a shift closes
Four steps, and the third one changes everything.
Opens with a float
The cashier declares what they start with. That time is the start of the close window, and everything charged afterwards falls inside it.
Takes payments through the shift
Every payment issues its receipt, can be reprinted on thermal or letter paper, and stays tied to the order it paid for.
Counts blind
At close, the system does NOT show what should be there. They count the physical cash first and declare it; the difference appears afterwards. If they saw the expected number, they would write it down.
Counted by method
Cash is reconciled separately from card and transfer. Mixing them hides exactly the shortfall you are looking for: only cash can walk out in a pocket.
The details that bite
What usually throws it off, and what Itzli does
If the network drops at the worst moment and the cashier presses again, the second attempt returns the original payment instead of duplicating it. There is no phantom charge nobody can trace later.
It cannot be charged, and the block says which test and what it is missing. Charging it would settle a line with no amount: the imbalance would be born there and surface weeks later.
It gets recorded as a withdrawal or an expense from the same drawer, right then. It stops being a missing bill and becomes a movement with a reason.
A credit note can return cash, and that outflow enters the close of the shift that received the payment. Otherwise the paperwork would balance and the drawer would not.
It attaches to the close that was open when it happened, not to the one open when it uploaded. Otherwise twelve field payments would land together at the end of the day and no ranch close would ever balance.
And on to the invoice, without typing it again
The payment already knows what was paid and for which order. Invoicing is stamping it: CFDI 4.0 with its payment complements, and credit notes when something has to be returned. The tax authority concepts are neither translated nor invented — they come from the official catalog.
If your drawer does not balance, you do not pay
Sixty days. It is the only guarantee we give and it is about this, because it is the one thing a laboratory owner can verify alone, without taking our word for anything: if after two months your drawer still does not balance, you do not pay us.
Let us close a shift with you
In the demo we open a drawer, charge a couple of orders, take an expense out and close it blind. With your prices, not with an example.
- We migrate your catalog, at no cost
- 30-day trial on your real operation
- If your cash drawer does not balance in 60 days, you do not pay