Batch and Tip Adjustment

Batch and Tip Adjustment

To Check your “Batch Submit Device” and Check the “Default Batch Payment”:

Select “Settings”, “Store”, “Settings”

Scroll down and you will be able to customize the batch options

How to View Stuck Offline Transactions on the Back of House:

Under “Settings” select “Batch” Here you will be see the Offline Transactions that are stuck

Selecting “Auto Batch” you will be able to set a time for the system to auto batch for you instead of going in manually and batching

How to make Tip Adjustments:

Select “Operation”

Select “Batch/Tip Adjustment"

Select on the “Tip” that needs to be adjusted

Change the Tip amount and press “Continue”

Tip has been adjusted successfully

How to Batch on the Front of the House:

Select “Operation”

Select “Batch / Tip Management”

You will be able to “Submit Batch

NOTE: You must finalize all tips BEFORE you submit the batch

How to “Process Offline” Batch:

Select the transaction that needs to be processed offline (Transactions in Red), then select “Process Offline”

    • Related Articles

    • Tip Out / Tip Sharing Enhancement

      Implementation in Back Office: Page Navigation: My Stores >> Settings >> Store >> Report Settings >> Tip out/Tip sharing.               In the current system, users are only allowed to access either the tip out based on percentage of sales or the ...
    • Tip Adjustment After Making Payment

      For Cash payment After taking the cash payment, if we need to apply a tip amount, please select the payment and hit on to Adjust at the bottom and enter the tip amount. Please find the screenshot below. Credit Card Payment: After making the payment ...
    • Tip Out and Tip Sharing

      How to Use “Tip out Based on Percentage of Sales”: Go to Settings, then Store, then Tip Out/Tip Sharing:    Enable “Tip out based on a percentage of sales”: Fill out the Following: -          Tip Out Name -          Role To -          Role From ...
    • Employee Roles Description

      Detailed information about each role in the User Management Role settings   Backoffice:             These settings control the settings that are programmed in the back office Gratuity – Changing the Gratuity setting Gift Card – Can access the gift ...
    • Tip Out Sharing Between Employees

      Changes in Back Office: Page Navigation: Settings >> Tip Out/Tip Sharing            1.    A new option “Tip Share per hour” should be shown in the Tip Out/ Tip Sharing.            2.    By default, the option should be in disable mode. Introduction: ...