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, 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
From the Register, go to Dashboard > Back Office > Settlement.
Note: Make sure you are an Admin or User with the Settlement Permission enabled. Otherwise you will not be able to Settle the transactions.
After you have adjusted all tips, press the Settle Transactions button. Confirm Settlement to finalize the Settlement.
Note: No tips can be adjusted after settlement has taken place. Please make sure all transactions are correct prior to settlement.