Point of Sale App Tip Adjustment
September 27, 2024
Description
How to enable tip adjustment and add a tip to a ticket after a sale in the Point of Sale app
Tip adjustment is adding a tip after a sale. Tip adjustment holds the transaction until a tip is added manually and then the transaction is sent to settlement. Not all businesses may use the tip adjustment option per payment network rules. See Tip Method Overview for more information about tipping methods and eligible businesses. The option to accept credit card tips must be enabled in the Back Office.
All tips must be adjusted prior to settling your batch. If your merchant account is set to auto-batch, you will need to input/adjust tips prior to your automatic batch close time. If your merchant account is set to manual for batching, you can adjust tips into the next day if needed, as long as you have not already closed your batch.
Adjust a tip in Essentials Solution
When a sale is complete and the customer has added a tip to the printed receipt, you can go back and add the tip to the transaction or "adjust" the transaction with the tip amount.
IMPORTANT!
All transactions will require adjustment at the end of the day including those that have a tip of $0.00. Adjustment at the end of the day finalizes the transactions. If a transaction is not adjusted, it will not settle.
- To add a tip on a ticket after the sale
- In the Point of Sale app, take the payment for the ticket and provide the printed receipt to your customer.
- When you are ready to add the tip, Recall / Reprint from the Ticket Entry screen on the POS device that created the receipt. The tip must be adjusted prior to closing the shift.
- Switch to the Completed tab.
- Tap the ticket.
- Tap Adjust Tip.
- Enter tip amount.
- Tap Done.
- Confirm that the tip entered is correct and tap Yes.
WARNING! You will not be able to undo or change the tip once you confirm it.
Tip adjustment is not allowed in certain circumstances:
table of tip adjustment error reasons and messages| Tip not allowed if: | Reason and error message |
|---|
| Tip already added | If a tip has been added to the credit card/tender, you will not be able to change the tip amount again. The following error displays:
This ticket already has a tip applied. Tip adjustment is not allowed.
If multiple tenders are being displayed and you attempt to re-adjust the tip for a tender on the Tip Entry dialog, the following error displays:
The tip for this credit tender has already been adjusted. Tip adjustment is not allowed. |
| Transaction settled | If the transaction has already settled, the tip cannot be changed. The following error displays:
Unable to retrieve the transaction details. Tip adjustment is not allowed. IMPORTANT! When using tip adjustment, the POS device will need to be manually batched out each day after the tips are adjusted. |
| Shift closed on the device | Tickets must be adjusted on the device that made the sale.
Before closing a shift, ensure all tickets have been adjusted. Once a shift is closed, you will not be able to adjust the tips. |
Adjust a Tip in Restaurant Solution
In Restaurant Solution, there are multiple ways to adjust a tip:
- Adjust tips using Tip Adjust button
- From the Point of Sale app slide-out menu ☰, select Tip Adjustment.
- Search for and tap on the order that needs to be adjusted.
- Enter the amount of the tip and tap Done.
- Tap OK to confirm the adjustment amount.
- Tap the checkmark in the top right of the screen to complete the adjustment.
- Adjust a tip using Recall/Reprint
- From the order screen, tap ☰ to open the slide out menu and select Recall/Reprint.
- Under Completed Tickets, tap the ticket to adjust. The Receipt screen appears.
- Tap Adjust Tip.
- Tap the Adjust Tips dialog.
- Adjust the tip amount and tap Done. The Payment Process screen appears to authorize the payment.
- Adjust tips for all stations
- From the order screen, tap ☰ to open the slide out menu and select Recall/Reprint.
- Tap the All Stations button.
- Tap Adjust Tip.
- Tap the Adjust Tips dialog.
- Adjust the tip amount and tap Done. The Payment Process screen appears.
- Keep adjusting tips until you are finished and tap Close.
Refund tipped transactions
To refund a tip on a transaction, you will need to create an override. See Return Transaction.