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How to process a payment

This document will walk you through the Payments screen on the terminal: what each part does, how to pay the whole table or one guest at a time, and how to take each kind of payment - cash, credit card, gift card, 3rd party and customer account.

To close an order with Fast Cash without opening it, click here to learn more about closing a table/order.

Opening the Payments screen

1. Open the order and tap Payments at the bottom of the screen.

An order on table 21 with two guests, the Payments button on the bottom toolbar boxed

2. The Payments screen opens.

 

The Payments screen

The Payments screen with numbered markers on the guest buttons, the Even Split Calculator, Total Selected, Charge Total, Quick Cash Payments, Payment Options, Clear Guests and Done

  • 1. Guest buttons - Each guest and what they owe, tax included. Yellow means the guest is selected to pay.
  • 2. Even Split Calculator - Divides the check evenly between guests. Click here to learn more about the Split Calculator.
  • 3. Total Selected - What the selected guests owe when paying with cash.
  • 4. Charge Total - What the selected guests owe when paying by card. It can be higher than Total Selected when your store adds a charge for card payments.
  • 5. Quick Cash Payments - One-tap cash amounts: the exact amount, then the next round amounts up.
  • 6. Payment Options - Every way your store takes payment (the buttons your store has may differ).
  • 7. Clear Guests / All Guests - Unselects every guest, or selects them all.
  • 8. Done - Goes back to the order.

 

Paying the whole table

1. When the Payments screen opens, every guest is selected and Total Selected shows the whole check. If some guests aren't selected, tap All Guests.

2. Choose how the table is paying: a quick cash amount or a button under Payment Options (see below).

 

Paying for one guest at a time

1. Tap the guest buttons at the top to select only the guests who are paying now. Tap a guest again to unselect them. Total Selected changes to show what they owe.

The Payments screen with only guest 1 selected and Total Selected showing $15.95, the guest buttons and Total Selected boxed

2. Take their payment. Once a guest has paid, their button shows $0.00 and the next guest is selected for you.

 

Paying with cash

1. Tap the quick cash amount that matches what the guest hands you. In this example the guest owes $15.95 and pays with a $20 bill.

Quick Cash Payments for a $15.95 balance: $15.95, $16, $20, $50 and $100, the $20 button boxed

2. The terminal shows the change to give back. Give the guest their change and tap OK.

The Change Due window showing $4.05, with the OK button boxed

If the amount you need isn't a quick cash button, tap Cash under Payment Options, type the amount the guest hands you and tap Enter.

The Enter Amount keypad with 10 typed in, the amount and the Enter key boxed

 

Paying with a credit card

1. Tap Credit Card under Payment Options.

2. When the Select Amount list opens, tap the amount to charge. Custom Amount charges part of the balance, and Start Tab keeps the card on the order to close out later.

The Select Amount list for a card payment with $8.24 boxed, and the card charge line on the order boxed

Note: If your store adds a charge for card payments, it shows on the order as soon as you choose a card payment.

3. The guest inserts, taps or swipes their card on the card reader. Once it's approved, the payment shows on the order.

Click here to learn more about Credit Card Re-Apply.

 

Paying with a gift card

1. Tap Gift Card under Payment Options.

2. Tap the amount to take from the card. Check Balance shows what is left on the card first.

The Select Amount list for a gift card with $17.92 and Check Balance boxed

3. Swipe the gift card, or type its number and tap Enter.

The Enter Card Number (Or Swipe Card Now) keypad, its title boxed

Note: If the card has less on it than the guest owes, pay the rest with another payment type.

Click here to learn more about issuing and redeeming a gift card.

 

Paying with a 3rd party payment

Use a 3rd party payment when the order was already paid somewhere else, such as a delivery service. Each one your store uses has its own button - here, Door Dash.

1. Tap the 3rd party's button under Payment Options.

2. Tap the amount the 3rd party paid.

The Select Amount list for a Door Dash payment with $17.92 boxed

 

Charging a customer account

A customer account lets a regular customer charge the order to their account and pay later.

1. Add the customer to the order first: tap the order type at the top of the order (for example Dine-In), pick an order type your store links to customers, tap Lookup Customer and choose the customer.

2. On the Payments screen, the Customer Account button now shows the customer's name. Tap it to charge the order to their account.

Payment Options with the Customer Account button boxed, showing No customer loaded

Note: The button stays grey and says No customer loaded until a customer is on the order, and Customer has no credit when their account has no credit set up in Backoffice.

 

Paying with more than one payment type

1. Take the first payment for part of the balance - for example, $10 in cash with Cash, or Custom Amount on a card or gift card.

2. The payment shows on the order and Total Selected shows what is left. Pay the rest with the next payment type.

The Payments screen after a $10 cash payment: PMT: Cash (10.00) on guest 2 and Total Selected $7.92 boxed

 

When the order is paid

1. Once the whole balance is paid, the order closes by itself and moves to Closed Orders on the Orders screen.

The Orders screen showing Closed Orders, with the paid order on table 21 boxed

Click here to learn more about printing a receipt or reopening a closed table/order.

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