PlanIt EPOS · Reports & Cash Up

Print the end of day (Z) report

What does this do?

The Z report is the day's takings on one sheet: sales, payments by method, deposits, balances paid off, refunds and voids, and who was on the till. Closing the cash-up session prints it; you can also print one for any day from Reports.

How to use it

  1. At the end of the day, from the ☰ menu choose Cash Up / Z Report.
  2. Type the Counted cash and check the variance against Expected cash in drawer.
  3. Press Close day & print Z. The session closes, the Z prints and is filed.
  4. For a reading without closing, press Print X (no close) instead. Use it for a mid-day check.
  5. To print a Z for another day, open Reports, choose the day (Yesterday or Custom) and press End of day (Z) report.
  6. To reprint a filed Z, open Cash Up / Z Report and press Reprint next to it under Recent Z reports.
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Related guides

Cash up at the end of the day

Cash Up tracks the drawer from the morning float to the evening count. It knows every cash payment and cash refund the till took, plus any cash you put in or took out, and tells you what should be in the drawer so the variance is obvious.

Reports & Cash Up

See your sales and profit

Reports shows sales, cost and profit for any period, broken down by product, supplier, category, operative, payment method and customer type, with a list of ready-made tables you can print or export. It is for the owner: only a Super Admin can open it.

Reports & Cash Up

Void a sale

Voiding says the sale never happened. Its stock goes back, it comes out of every total and report, and it is filed under Deleted receipts. Use it for a sale that was rung through wrongly and no money changed hands; if the customer has paid, use a refund.

Receipts, Refunds & History

Choose how the customer is paying (Cash, Card, Bank Transfer, Finance, Deposit Paid)

Tap the method the customer is paying by before PAY NOW. It is recorded on the receipt, feeds the Z report and lets Reports split takings by method.

Payments & Deposits

Filter a report by date, customer type or payment

Every figure and table in Reports follows the filters at the top, so you can narrow a period down to one supplier, one operative, cash only, trade only, or just the sales still owing money.

Reports & Cash Up

Export sales to a spreadsheet (CSV)

Any report table can be downloaded as a CSV file that opens in Excel, Numbers or Google Sheets. Set the period and filters first; the file contains exactly what is on screen.

Reports & Cash Up
Questions this guide answers
  • How do I print the Z report?
  • Can I print yesterday's Z report again?
  • What is the difference between an X and a Z?
  • Where does the Z report come from?

Last updated 2026-09-03 · Direct link for this feature