POS: Payment Screen Options

POS: Payment Screen Options



  1. Log in to POS, add Menu Items then click on the Payment option.

  2. On the Payments page: the options Tax Exempt, Add Gratuity, Discount and Print options will appear.

Tax Exempt

  1. When Tax Exempt is selected: the Tax Exempt pop-up appears, and displays the Reasons created to apply Tax Exempt in BO.


  2. Once a Reason is selected, a Tax-Exempt ID box appears to perform a tax exemption based on BO settings.

  3. Once a Tax-Exempt ID is provided, the Tax will be removed from the Check.

  4. If Tax Exempt is selected again, the Tax-Exempt will be removed and the message 'Tax Exempt removed successfully' appears.


Add Gratuity

  1. When Add Gratuity is selected, the Add Gratuity pop-up appears which displays the Gratuity options configured in BO.



  2. Select a Gratuity and it will be applied to the Check.

Discount

  1. When Discount is selected, the Discount pop-up appears which displays the Discount options configured in BO (broken down by Item and Check).


  2. Select a Discount, and it will be applied to the Menu Item(s) or Check based on the selection.

Print

  1. The Print option will appear only when the Print CC Merchant Copy (MC) or Print CC Customer Copy (CC) toggles are enabled in BO or POS settings.

  2. The Print option will be disabled by default, and can be enabled only for Payment Methods which generate MC or CC print for all Credit Card payments.

  3. After reopening the Check: if you select Print from the Payment screen, the MC and CC will print.

Split

  1. The Split option is available for all Order Types and Payment Methods.
  1. Select the Split option - available at the bottom of the screen, between Adjust and Back.


  2. When selected, the Amount will be divided with the value will appear with combination.

  3. Only 8 combinations of split (1/2, 1/3, 1/4, 1/5, 1/6, 1/7, 1/8, and 1/9) will be available for payment.
    1. If 1/2 is selected, the Amount will be divided by 2. The Total Amount and Balance Due will appear based on the split (1/2 means = 10/2 = 5).


    2. If another Split combination is selected for the Balance Due amount: that Amount will be split based on the combination selected, and the value will appear under the Payment Method section.


  4. Once payment is completed, the Check will be moved to the Closed tab.
    1. If payment was not completed or the Balance Due Amount was not available for the Check, it will appear in the Active tab.


Adjust

  1. If Manual Submit is enabled: the Check will not close and the Payment screen appears.

  2. On the Payment screen: when the Payment Status is selected, the Adjust option will be changed into Tip which will be used to change the Tip for the auth payment.

  3. When Tip is selected, the Tip pop up appears to enter the Tip and it will be changed for the payment

  4. Click the Submit button to close the Check.

  5. The Digital Receipt screen appears, where the Receipt - reflecting the updated Tip - will be generated.

Delete

On the Payment screen: you can delete the payment by clicking Delete.


Back

Click Back to return to the Menu page.

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