Tabs

Tabs

This payment type is set up differently than most of the others. It is a configuration that is similar to a credit. The difference is that a pre-authorized amount is put on hold on the customer’s credit card. But that pre-authorized amount can be adjusted when the end customer is ready to close the tab. If the end customer chooses either a different method of payment or the splitting of the order, the original pre-authorized amount will be voided, but it will take 3-5 business days for the pre-auth to be returned to the end customer’s card. This is a setting that development needs to activate and once it has been activated...

Tabs- Starting and Closing

To set and pay tabs, you first need to start one by either swiping the customer card on the order screen in which you will be presented an option to choose to start the tab or press the pay button and choose the tab from the payment type screen.

Once a customer is ready to check out. You would simply choose their order and press the pay button. You will be taken to the tip adjustment screen where you can enter the amount that is actually owed on the ticket and press update. The amount due will appear in red at the bottom of the section and once you enter the amount owed (in the box next the Void button), the update button will become available and you press it to make the payment on the card you started the tab with.

Once you are finished simply close the order.

​Using EMV: Open a new Order>Add the Items>Hit Pay>Choose Tab>Hit Process>Insert the card on the EMV it will process the pre-authorized amount. When the customer is ready to close, hit pay and update the amount if it is higher that the pre authorized amount, if it is less, void the payment and process a new payment.

If can't accomplishes a task, customer service will create a ticket for follow-up, follow up between 8-9 pm can take 30 minutes all other calls not related to closing issues will be called on the next business day. 

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