POS Dining Room - Paying and Closing a Ticket

• Starting the Checkout Process
• Making a Cash Payment
• Billing to Room
• Paying with a Charge Account
• Paying with a Gift Card
• Paying with a Credit Card Reader Not Integrated with the POS System
• Splitting a Single Ticket with Multiple Payment Types
• FAQs:
  • Do tickets automatically close if not manually closed?
• PDF Quick Reference Guides for Distribution

Starting the Checkout Process

1. Select the diner whose order you want to pay.
2. On the right side of the screen, tap the Checkout button. The Checkout screen appears (second screenshot below). 
   
   
   
   
   
   Note: For the diner whose Checkout button you tapped, a blue lock appears beside their name to indicate that you selected that diner and that the diner's order/ticket cannot be opened by another POS user. 
   
   
    
3. To print the bill to present to the diner, tap Print.
4. To begin the payment process, tap the Pay button for the diner's ticket you want to pay. The Payments screen appears (second screenshot below). 
   
   
   
   
    
5. Refer to the appropriate payment instructions:
   • Making a Cash Payment
   • Charging Bill to Room
   • Paying with a Charge Account
   • Paying with a Credit Card Reader Not Integrated with the POS System
   • Splitting a Single Ticket with Multiple Payment Types

Making a Cash Payment

1. After accessing the Payments screen for the diner (above), tap Cash. The screen refreshes with the cash payment details (second screenshot below). 
   
   
   
   
    
2. Select a predetermined amount or manually enter the amount to be paid. 
   
   
    
3. Tap the Make Payment button. The payment is applied and the screen refreshes accordingly with the payment details (second screenshot below). 
   
   
   
   
    
4. If the POS is configured to manually print receipts, then tap the Print button to print the receipt.
5. If the POS is configured to manually close tickets, then tap the Close Ticket button to close the ticket. 

Billing to Room

1. After accessing the Payments screen for the diner (above), tap Bill to Room. The screen refreshes with thebill to room payment details (second screenshot below). 
   
   
   
   
    
2. If you want to charge the bill to a room that is not the diner's room, then tap the Change button, and from the Bill to Room pop-up window that appears search for and select the diner whose room is to be charged. 
   
   
    
3. Tap the Make Payment button. The payment is applied and the screen refreshes accordingly with the payment details (second screenshot below).
   
   
   
   
    
4. If the POS is configured to manually print receipts, then tap the Print button to print the receipt.
5. If the POS is configured to manually close tickets, then tap the Close Ticket button to close the ticket. 

Paying with a Charge Account

1. After accessing the Payments screen for the diner (above), tap Charge Account. The screen refreshes with the charge account payment details (second screenshot below). 
   
   
   
   
    
2. Tap the Make Payment button. The payment is applied and the screen refreshes accordingly with the payment details (second screenshot below).
   
   
   
   
    
3. If the POS is configured to manually print receipts, then tap the Print button to print the receipt.
4. If the POS is configured to manually close tickets, then tap the Close Ticket button to close the ticket. 

Paying with a Gift Card

1. After accessing the Payments screen for the diner (above), tap Gift Card. The Gift Card pop-up window appears (second screenshot below). 
   
   
   
   
    
2. Scan or swipe the gift card. The pop-up window disappears and the Payment screen displays the gift card details.
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3. Alternatively, you can manually enter the gift card number. To do so, tap the Manual Gift Card Entry button, and the pop-up window refreshes for you to enter the gift card number. Tap the Confirm Gift Card Number button after doing so. The pop-up window disappears and the Payment screen displays the gift card details.
   
   
    
4. Tap Make Payment to process the payment. The payment is applied and the screen refreshes accordingly with the payment details.
5. If the POS is configured to manually print receipts, then tap the Print button to print the receipt.
6. If the POS is configured to manually close tickets, then tap the Close Ticket button to close the ticket. 

Paying with a Credit Card Reader Not Integrated with the POS System

To pay with a credit card reader that is not integrated with the POS system: 

1. After accessing the Payments screen for the diner (above), tap Credit/Debit. The screen refreshes with the balance amount (second screenshot below). 
   
   
   
   
    
2. On the credit card terminal, key in the balance amount and process the transaction. Wait for the accepted or rejected notification.
   • If accepted, proceed to step 3.
   • If rejected, then void/cancel the ticket.
      
3. Tap the Make Payment button. 
   
   
    
4. The payment is applied as a credit card transaction and the screen refreshes accordingly with the payment details. 
   
   
    
5. If the POS is configured to manually print receipts, then tap the Print button to print the receipt.
6. If the POS is configured to manually close tickets, then tap the Close Ticket button to close the ticket. 

Splitting a Single Ticket with Multiple Payment Types

To split a single ticket using different payment (i.e., tender) types, complete the following steps:

1. After accessing the Payments screen for the diner (above), tap the first tender type to pay with (e.g., Cash). The payment screen for that tender type appears with the full amount to be paid. 
   
   
   
   
    
2. Enter the amount you want to pay with the first tender type (e.g., $6.00; first screenshot below), and then tap Make Payment to record the payment, which is displayed on the right of the screen (second screenshot below).
   
   
   
   
    
3. Repeat the above steps using the next desired tender type (e.g., Credit/Debit).
4. If the POS is configured to manually print receipts, then tap the Print button to print the receipt.
5. If the POS is configured to manually close tickets, then when payment has been fully recorded tap Close Ticket to close the ticket. 

FAQs:

Do tickets automatically close if not manually closed?

Yes. At midnight fully-paid tickets will automatically close (unless it is a To Go order). This functionality is hard-coded in the system and is not available as a setting. 

PDF Quick Reference Guides for Distribution

Download the attached two-page quick reference guides for distribution to your staff.