Closing a guest check

You can quickly close a guest check to cash, credit card, or gift card. You can also save a credit card to a guest check to allow a customer to run a tab, as you might do in a bar environment.

This document discusses the following:

Closing a check to cash.
Closing a check to a credit card.
Closing a check to a gift card.
Closing a check to a house account.

Closing a check to cash

Log in to the POS and navigate to the guest check.
Tap Pay to access the tender screen.

Note: If the checks for the table are split, select the correct ticket before you apply the payment. The selected ticket number appears in blue.
Tap Cash to display the 'Amount Due' screen. The change due amount appears in the guest check.

Or tap a quick cash amount and continue to step five.
Enter the amount received.
Tap Done. The change due amount appears in the guest check.
Tap Close to close the check.

Note: In Table Service, the system advances to the next ticket for the table, or if there are no other checks to close for the table, the floor plan screen appears. In Quick Service, the order entry screen appears.

Note: Once Cash payment option is disabled in BO, the Cash button will be removed from the POS.

Closing a check to a credit card

Log in to the POS and navigate to the guest check.
Tap Pay to access the tender screen.
Slide the credit card through the card reader to charge the entire amount to the card.

-OR-

Tap Credit Card to enter the amount to charge to the card.
Enter the amount to charge to the credit card.
Tap Done. The Tip Select screen appears.
Select the desired amount of tip.
Slide the credit card through the card reader.
Have the customer sign the signature screen with his or her finger, or a stylus, if prompted.

-OR-

Have the customer sign a printed receipt, if prompted.
Tap Accept.
The ticket entry screen appears with the appropriate payment details, such as tax and surcharge.
Tap Close.

Closing a check to a gift card

For more information, click here.

Closing a check to a house account

Prior to closing a check to a house account, you must first create the house account in Back Office. When searching for a house account, you search by the linked customer name rather than the house account name. Additionally, without an Internet connection to Back Office, you cannot close a check to a house account.

Log in to the POS and navigate to the guest check.
Tap Pay to access the tenders screen.
Tap House Account. The Customers screen appears.
Type the customer name linked to the house account. A list of customer results appears.
Tap the customer name.
Confirm the amount to charge to the house account. The name of the house account appears on the house account tender line.
Tap Done. The Tip Select screen appears.

Note: If you wish to change the house account selected, first remove the house account payment from the ticket. Then, tap the customer name on the top left of the screen. The customer screen appears. Tap remove customer from ticket.
Select the desired amount of tip.
Have the customer sign the signature screen with his or her finger, or a stylus, if prompted.

-OR-

Have the customer sign a printed receipt, if prompted.
Tap Accept.
Tap Close.