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.
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, there will be a 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 can be settled directly from the talech applications. To do so, follow steps:
From the Register, View Dashboard > Back Office > Settlement
Here you will see a list of all credit card transactions that need to be settled. Note: Transactions that were completed with the Signature Setting set to Sign on Device will not appear since these transactions are already captured.
(Optional) In the top right corner, you can print settlement summary to see the total number of transactions that need to be settled, the total dollar amount of all transactions (tip included), and the transaction details. Note: Pressing the Print button DOES NOT settle the transactions. It merely prints you a brief summary.
Press the Settle Transactions button. You will then be able to manually select all transactions that need to be settled. Press the box in the top left corner to select all transaction. Press the Submit button in the top right to finalize the settlement.
After Settlement, you will get a prompt that the batch as been completed or if there were any transactions that failed to settle. You may print this settlement summary if needed.
Note: Before you settle your credit card transactions, make sure that every tip amount has been entered correctly. Once the batch has been settled, you will NOT be able to adjust the tip values any further.