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Pass Through Service Fees

By Kelsey | Updated

Note: This article refers to features in version 2.59, which you may not be using yet. Here's how software updates work with Revel:

  • Your Management Console will automatically upgrade to the newest version in mid-March. No action is required!
  • Your new Revel Point of Sale app will be available shortly after that. Once it's available, head here for update instructions.
  • For a complete overview of how releases work at Revel, head here.

Version 2.59 introduces Pass Through Service Fees which allow you to seamlessly collect money and pass it on to a third party, without it affecting your business, taxes, or profit in anyway.

Pass through service fees report as Liabilities instead of Sales, which is especially helpful in instances where franchisees have to pay a certain percentage of sales to their franchisors. They may be typed as Employee (for things like auto-gratuity), 3rd Party (for things like 3rd party delivery fees), and Other (for all occasions that do not fall into the first two categories).

Fees are represented in all appropriate reports on the POS and Management Console. The Service Fee Report has been updated to accommodate them.


Contents


How to Create Fixed-Amount Pass Through Service Fees

To create a Pass Through Service Fee:

  1. On the Management Console ([yoursubdomain].revelup.com), go to the Products tab and click Service Fees.
  2. Either create a brand new service fee or locate an existing service fee. Click the icon in line with fee:
  3. Once in the Service Fees Details page, find the Pass Through Fee field. Check the box to enable make the fee a Pass Through fee.
  4. Once you enable it, a nested field will appear: Pass Through Fee Type. Choose one of the following:
    • Employee: Used for fees that go directly to the employee, like auto-gratuity.
      • If you select the type as Employee, another nested field will appear: Include Employee Pass Through Fee In. Here, select whether or not you want this fee to appear as a column in the Payroll Report and/or Cash Due calculations. In all cases, the fee shall be ascribed to the owner of the order.
    • Third Party: Used for fees that go directly to a third party, like Uber Delivery or San Francisco Healthy Tax.
    • Other: Used for all scenarios that do not fit into the Employee or Third Party option, like credit card processing fees:
  5. Click Save when done.

Please Note: Pass Through Service Fees cannot be created on the POS; they must be created in the Management Console first before they can be used on the POS.


How to Create Open-Ended Pass Through Service Fees

If you need an open-ended service fee (i.e., the amount of the service fee changes for each case), you'll need to create a Variable Pass Through Service Fee. A Variable Fee has no set amount or percentage. When you apply a variable service fee on the POS, you'll see a pop-up where you can enter the amount of the fee. To create a Variable Pass Through Fee, follow these steps:

  1. In the Management Console ([yoursubdomain].revelup.com), go to the Products tab and click Service Fees.
  2. Click + Add Service Fee.
  3. Fill out the following:
    • Service Fee Name
    • Amount: Leave at 0
    • Type
    • Application Type
    • Variable Fee: Enable
    • Taxed
    • Password
    • Apply To
  4. Click Save:
  5. Next, click the icon in line with fee.
  6. Once in the Service Fees Details page, find the Pass Through Fee field. Check the box to enable make the fee a Pass Through fee.
  7. Once you enable it, a nested field will appear: Pass Through Fee Type. Choose one of the following:
    • Employee: Used for fees that go directly to the employee, like auto-gratuity.
      • If you select the type as Employee, another nested field will appear: Include Employee Pass Through Fee In. Here, select whether or not you want this fee to appear as a column in the Payroll Report and/or Cash Due calculations. In all cases, the fee shall be ascribed to the owner of the order.
    • Third Party: Used for fees that go directly to a third party, like Uber Delivery or San Francisco Healthy Tax.
    • Other: Used for all scenarios that do not fit into the Employee or Third Party option, like credit card processing fees.
  8. Click Save when done.

Have more questions? Submit a request

Pass Through Service Fees

By Kelsey | Updated

Follow

Note: This article refers to features in version 2.59, which you may not be using yet. Here's how software updates work with Revel:

  • Your Management Console will automatically upgrade to the newest version in mid-March. No action is required!
  • Your new Revel Point of Sale app will be available shortly after that. Once it's available, head here for update instructions.
  • For a complete overview of how releases work at Revel, head here.

Version 2.59 introduces Pass Through Service Fees which allow you to seamlessly collect money and pass it on to a third party, without it affecting your business, taxes, or profit in anyway.

Pass through service fees report as Liabilities instead of Sales, which is especially helpful in instances where franchisees have to pay a certain percentage of sales to their franchisors. They may be typed as Employee (for things like auto-gratuity), 3rd Party (for things like 3rd party delivery fees), and Other (for all occasions that do not fall into the first two categories).

Fees are represented in all appropriate reports on the POS and Management Console. The Service Fee Report has been updated to accommodate them.


Contents


How to Create Fixed-Amount Pass Through Service Fees

To create a Pass Through Service Fee:

  1. On the Management Console ([yoursubdomain].revelup.com), go to the Products tab and click Service Fees.
  2. Either create a brand new service fee or locate an existing service fee. Click the icon in line with fee:
  3. Once in the Service Fees Details page, find the Pass Through Fee field. Check the box to enable make the fee a Pass Through fee.
  4. Once you enable it, a nested field will appear: Pass Through Fee Type. Choose one of the following:
    • Employee: Used for fees that go directly to the employee, like auto-gratuity.
      • If you select the type as Employee, another nested field will appear: Include Employee Pass Through Fee In. Here, select whether or not you want this fee to appear as a column in the Payroll Report and/or Cash Due calculations. In all cases, the fee shall be ascribed to the owner of the order.
    • Third Party: Used for fees that go directly to a third party, like Uber Delivery or San Francisco Healthy Tax.
    • Other: Used for all scenarios that do not fit into the Employee or Third Party option, like credit card processing fees:
  5. Click Save when done.

Please Note: Pass Through Service Fees cannot be created on the POS; they must be created in the Management Console first before they can be used on the POS.


How to Create Open-Ended Pass Through Service Fees

If you need an open-ended service fee (i.e., the amount of the service fee changes for each case), you'll need to create a Variable Pass Through Service Fee. A Variable Fee has no set amount or percentage. When you apply a variable service fee on the POS, you'll see a pop-up where you can enter the amount of the fee. To create a Variable Pass Through Fee, follow these steps:

  1. In the Management Console ([yoursubdomain].revelup.com), go to the Products tab and click Service Fees.
  2. Click + Add Service Fee.
  3. Fill out the following:
    • Service Fee Name
    • Amount: Leave at 0
    • Type
    • Application Type
    • Variable Fee: Enable
    • Taxed
    • Password
    • Apply To
  4. Click Save:
  5. Next, click the icon in line with fee.
  6. Once in the Service Fees Details page, find the Pass Through Fee field. Check the box to enable make the fee a Pass Through fee.
  7. Once you enable it, a nested field will appear: Pass Through Fee Type. Choose one of the following:
    • Employee: Used for fees that go directly to the employee, like auto-gratuity.
      • If you select the type as Employee, another nested field will appear: Include Employee Pass Through Fee In. Here, select whether or not you want this fee to appear as a column in the Payroll Report and/or Cash Due calculations. In all cases, the fee shall be ascribed to the owner of the order.
    • Third Party: Used for fees that go directly to a third party, like Uber Delivery or San Francisco Healthy Tax.
    • Other: Used for all scenarios that do not fit into the Employee or Third Party option, like credit card processing fees.
  8. Click Save when done.
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