Adding Tip + Settling Transactions on Poynt

Note: To enable tips on the Poynt device , pull down the options menu from the top of the screen. Select settings, Then business settings, and then toggle on enable tips. 

Note: Adding tips and Settling credit card transactions can only be completed if the talech account is set up as a restaurant. Retail accounts will not have these options. 

Note : Retail accounts can load previous days transactions from the Orders > Closed view up to a few thousand. Restaurant accounts can only see the current business days orders.

Adding a Tip

There are 3 locations where a tip can be added. They are:

• At the time of sale
• Post sale through the closed order screen
• Post sale through the settlement screen. 

Time of Sale

If the Customer Signature setting is set to Sign on Device, then tip will be applied at the time of sale. During the transaction, the customer facing display will prompt to enter a tip amount. The customer can use one the preset tip amounts, enter a custom tip, or skip the tip altogether. 

Through the Closed Order Screen

If the Customer Signature setting is set to either Sign on Paper option, there will be an additional Add Tip button if you view the order from the Closed Order section. 

After Selecting Add Tip, tap the Tip amount to prompt the keyboard. Once you are done entering in the tip value, press Done on the Keyboard to dismiss the keyboard. Press Submit Tips to save your changes. 

Through the Settlement Screen

Regardless of the Customer Signature setting, you can adjust the tip values through the Settlement screen. To get to the Settlement screen from the Register, select Dashboard > Back Office > Settlement. There will be an Adjust Tips button near the top which will allow to enter in the tip amounts for the various transactions listed. When you are finished making adjustments, press the Done button in the top right. 

Settling Credit Card Transactions 

Credit Card transactions must be settled through Poynt's Settlements application.

From the Poynt Home screen, find the app labeled Settlements. 

Here there will be 4 options to select from. Press the option labeled Settle. 

Here you will see your open batch summary. To settle your transactions, press the green Settle Open Batch button.

Note: Once you settle the transactions, you will be unable to adjust tips any further. Make sure all tips have been adjusted prior to settling.