Skip to main content

How to close a table/order

This document will detail how to close a table or an order.

 

To close a table or an order you will need to locate the order you would like to close. Once it has been located, pay it out in the manner the guest chooses in order to close the table. This document will go into detail on how to accomplish these steps and note any necessary details along the way.

Terminal

Handheld

Reopen

Terminal

  1. First you must locate the order.

    1. An order can be located in either the Tables or Orders screen.

      image.png


       

    2. To close an order from outside of an order select fast cash otherwise you will need to open the order and select payments.

      image.png

      image.png

       

       

  2. As seen above there are several places in the system to select fast cash in order to close out an order with cash. Fast cash is the quickest and easiest way to close an order. Fast cash will not calculate change for you.

    image.png


     

    1. Selecting fast cash on any page will create a prompt. If you press and hold fast cash it will skip the prompt.

      image.png


       

    2. Once you have selected fast cash if there is a cash drawer on your terminal it will open. Select ok, add the cash to your bank, and the order will be closed.

      image.png


       

  3. If the customer is not paying with cash or if you want the system to calculate change for you open the order and navigate to the payments screen.

    image.png


    1. Once you have opened the order you have another chance to select fast cash.

    2. Any coupons or charges applicable to a transaction will need to be applied before the payment is made.

       

  4. On the payments screen there are several options to select in order to run a payment. Select the payment option that matches what the guest has chosen as their payment type. See How to Process a Payment for more specific information on payments.

    image.png


     

  5. Once the payment has been entered the table will be closed.

    image.png


Handheld

  1. Log into the hand held. To locate the order click on the “Tables” button on the bottom toolbar.

    image.png


     

  2. To pay out an order with fast cash on a handheld swipe left.

    image.png


     

  3. If the customer used a different form of payment or you need to calculate change you will need to open the order and add a payment.

    image.png


     

  4. Select the Add button to the right of payments or select the credit card icon at the bottom.

    image.png


     

  5. Select which guest or guests the payment will be applied to then select the next button.

    image.png


     

  6. Select the amount that the guest will pay then select next.
    Note: If you’d like to see how much change to give a customer, you need to put the dollar amount that they gave you in the custom field, and then select cash on the next screen.

    image.png


     

  7. Select the payment type that the guest has chosen. For more information on the other payment types see How to process a payment.payment.

    image.png


     

  8. The transaction is now complete.

    image.png

Reopen a closed table

  1. To reopen a table or order after it has been closed, navigate to the orders screen and select the middle showing button to toggle it to closed orders.

    image.png

    • NOTE: If it is a credit transaction the customer will need to provide their credit card to process the payment after the table has been reopened. Sail does not have access to previously ran credit card information. If you need to re-run the card without having it available you will need to contact your credit processing company for further information.

  2. Locate the order you would like to reopen then double click it or select it and press the open order button.

    image.png

     

  3. After you have opened the order select the payment that was made and void it.

    image.png

     

  4. If the void payment button is grayed out you will need to add manager rights in order to void the payment. Fore more information see how to add manager rights to an open screen. Once you have added manager rights to the screen the void button will become available. Select the void payment button.

    image.png

     

  5. Once the button is selected you will be prompted to be sure you did not void the payment in error.

    image.png

     

  6. Now that the payment has been voided the total balance is now due again.

    image.png

     

  7. The order has been reopened.

    image.png