Service Fee Guide

By Caresse | Updated


Service Fees allow either a percentage charge or flat fee to be added to an order. A service fee can be added manually or automatically applied, based on certain criteria. Keep in mind that a service fee is not the same as gratuity.


Enabling a Service Fee

Please note that Service Fees are not enabled by default. Here's how to enable service fees:

  1. In the Management Console, navigate to the Settings tab.
  2. Using the search box, type Enable Service Fee. Then select the check box from the left so the settings appear on the right side of the screen.
  3. Next, select Enable Service Fee from the right side of the page. Then, click Save:

Creating Service Fee

Once the Service Fee setting is enabled, you will see a new Service Fee page appear in the Products tab. To create a service fee:

  1. In the Management Console, go to the Products tab and then click Service Fees from the left menu.
  2. Now, click + Add Service Fee.
  3. Fill out the service fee Name, Amount, Type, and Application.
  4. If the Service Fee is taxed, check the box for Tax. If the service fee is applied after tax, check the box for Post Tax:

  5. Then, click Save. If you would like this service fee to automatically apply, click the details icon from the right.
  6. Under the Service Fee Auto Apply field, select Dining Option as your Type.
  7. Under Dining option, type in Delivery.
  8. Lastly, click Save:


Auto-Apply Advanced Settings

Service fees are by default manually selected on the point of sale. However, if your application type is by Order, you can set certain service fees to be applied automatically. To create an auto-apply service fee:

  1. Click the details button of the existing service fee. Screen_Shot_2018-10-08_at_9_24_12_AM.png
  2. Under Type select an option for which the service fee automatically applies  :
    • By Dining Type - automatically applies service fee depending on the dining option of the order, i.e. Dine In, To Go, Drive-Thru, etc.
      By Guest Count - Automatically applies depending on the number of guests at the table.
      By Payment Type - Select what type of payment type to automatically apply the service fee.
      By Time Slot - Automatically applies the service fee from within the selected time frame. You can set this by specific date and time.Screen_Shot_2018-10-08_at_9_21_57_AM.png
  3. Depending on the option selected for Type, enter a dining option, payment option, time slot, or guest count. 
  4. Then click Save. Refresh the Point of Sale before testing automatic service fees. 

Applying Service Fee on iPad POS:

To apply a service fee to an item:

  1. If you are adding a service fee just to one item, tap on the name of the item on the order screen:

  2. Then tap the Service Fee button. If a service fee was preset in the management console, you can tap that service fee.
  3. If a service fee is not created, select Manual and enter the amount and reason for this fee. Then tap OK.

To apply a service fee to an order:

  1. To apply a service fee to the entire purchase, use the action icons at the bottom of the order screen.
  2. Scroll the action icons to the left or right until you see the Service Fee icon.
  3. After selecting Service Fee, tap an existing service fee, or tap Manual to create a new one:

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