Tip Adjustments & Batch Processing

By Kelsey

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If you accept tips at your establishment, you can adjust tip amounts and process all credit card payments at once through the POS in the Batch Process screen.


Contents


How to Adjust Tips on the POS

If you need to adjust your tip amounts for any orders:

  1. On the POS, tap the gear icon to open your Settings menu. Then, tap Manager and then Batch Process.
  2. You will see all orders with unprocessed credit card payments.
  3. Locate the order that needs to be adjusted. You can search by Order ID, Transaction #, Last 4 Credit Card Digits, Card Holder Last Name, or Card Holder First Name.
  4. Once you locate the order that needs to be adjusted, enter the correct tip amount in the Tip field.
  5. Tap Capture in line with the order to adjust the amount for a single order:

  6. Once an order is captured, it will disappear from the Batch Process screen.

How to Batch Process on the POS

To begin the batch process for your credit card payments:

  1. On the POS, tap the gear icon to open your Settings menu. Then, tap Manager, and then Batch.
  2. You will see all orders with unprocessed credit card payments.
  3. Enter the tip amount in the Tip field for each order if you have not done so already.
  4. After the tip amount is entered, tap Capture in line with the order to process the payment for an individual order.
  5. You can also fill in the tip fields for all orders and tap Capture in the top right corner to capture all payments at once.
  6. A Capture All Transactions window will appear. Tap Yes to confirm that you want to capture all unprocessed credit card payments:

  7. If the iPad stations are in a syncing environment, only one batch process is necessary from the main station. If the iPads are not in a syncing environment, the batch process will have to be completed on each POS station.


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