Introduction: Settling Credit Card Transactions
Restaurant and Service accounts are able to add tips to their Transactions. These accounts are generally encouraged to Settle manually at the end of the business day. For this reason the 'Settlement' option will be available in talech register > Back Office' section regardless of whether you use an automatic settlement feature from your payment processor.
Designated employees can manually add tips to receipts through the 'Closed' section of the 'Orders' screen as well as from the 'Settlement' screen in the talech register 'Back Office' section.
Customers using the 'Sign on Device' workflow rather than having your Customer sign on paper can automatically prompt the client to enter a tip. In this case the tip is adjusted automatically during checkout.
Important to Know:The Settlement screen in talech shows the last 5 days of card transactions. Storage of those transactions is subject to your processors policy.
Therefore it is possible for older transactions to remain in the open batch despite being rolled-off from this screen. Typically transactions can remain authorized without settlement for 1-2 weeks before the authorizations are deleted by the processor.
Note: Submitting the batch will submit All pending transactions, even transactions no longer appear on the 'Settlement' screen in talech but which have not been deleted by your processor.
Caveat: If your account supports PIN-debit, those transactions are reported to talech by your card reader and processor in the same way credit transactions are reported. This means a PIN-debit transaction will appear in the 'Settlement' screen however any attempt to adjust the tip on the transaction will FAIL and the tip field will revert back to $0.00. This is due to processing restrictions which require the tip feature to be disabled for PIN-debit transactions.
Settling Credit Card Transactions:
Step 1: From the Dashboard view, tap on Back Office and tap Settlement.
Step 2: Tap Settle Transactions at the top.
Step 3: Review the current transactions and hit Submit in the top right corner.
Step 4: If some transactions don't have tips, a warning prompt will appear asking you to confirm if this is okay. Tap Yes.
Step 5: A confirmation window will appear and let you print a copy of settled transactions.
Step 6: Tap Done.