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Notes: This release consists of 4 New features and Improvements. Use the page navigation section on the top left of this screen to jump between the features you'd like to read about. **This release WILL require a handheld update to version 2025.6.1** If you ...

Notes: This release consists of 1 New feature and many fixes.  **This release WILL require a handheld update to version 2025.6.2** If you would like any additional information or help setting up any of these new features, please contact support at:Support@in...

Notes: This release consists of 4 New Features and Improvements and many fixes. Use the page navigation section on the top left of this screen to jump between the features you'd like to read about. **This release WILL require a handheld update to version 2025...

This document will show you what it looks like in Backoffice and on Reports when a customer makes an Deposit Payment The customer is added to the order. (You can see the customers name as the Table Name.)Use the "Account Deposit" or "Deposit Payment" or "Ho...

This document will show you what it looks like when a customer has a balance on their account and they come in to make a payment towards their account Backoffice --> CRM --> CustomersFind the customer you are looking for You will notice here that Barry Bond...

This document will show you what is looks like when a customer redeems their deposit and applies it towards their bill on event day.  Backoffice --> CRM --> CustomersFind the customer you are looking forYou will notice that Dawn Stewart has an account Bal...

This document will show you what it looks like when a customer puts their bill on their customer account to pay for at a later date.  Backoffice --> CRM --> CustomersFind the customer you are looking forYou will notice that Abby has a credit limit of $1000T...

The Customer Statement report provides a summary of all invoices, payments, and balances for a customer within a selected time period. This report is commonly used for customer billing, account reconciliation, and tracking outstanding balances. Where to fin...

The Customer Account Transactions report shows all times a customer account was used as the tender to pay for items or redeem deposits. This allows you to track account-based payments, verify balances, and monitor when and how accounts were used across a selec...

This is an example of how Customer accounts report  on the Daily Close Report Money coming into the account is going to report in the Sales/Non-Sales Section This would include the Deposits and payments towards an existing balance When the account i...

This document will show you how to create a Shortcut A shortcut is a set of actions that can occur with 1 button click How to create a new Shortcut Backoffice --> POS Right Click on the category you'd like to add the shortcut to Shortcuts ca...

This document will show you how to configure a BOGO (or 2 for 1) discount This can be used when the happy hour special is "buy one drink and get a second drink for free" First name the button BOGO (or 2 for 1) An optional Description: Buy one item get a s...

This document will show you how to configure a "Double up for a Buck" discount This can be used when the happy hour special is "buy one drink and get a second drink for $1" First name the button Double up for a Buck An optional Description: Buy one bottle...

This document will show you how to create a shortcut with a food special that rings in multiple items and then discounts it This can be used when the you have a food special for ringing in multiple menu items and get another food item for free First name t...

This document will show you how to configure the Speed Rails on the Terminal Speed rails are fixed bars at the bottom and/or right side of the terminal screen that buttons can be added to that are visible regardless of which tab is selected.  This is great...

The Batch Report by Date provides a detailed summary of all card transactions that were grouped (or “batched”) together on a specific date. This report helps you verify sales, tips, card types, and totals, and ensures your batch was successfully settled with t...

The Gift Card Funding Report shows the net balances owed between store locations when gift cards are sold in one store but redeemed in another. Instead of listing every gift card transaction, this report consolidates activity for the selected time period and d...

The Gift Card Report provides a detailed record of every gift card transaction within the selected time period. This report lists each activation, increment, redemption, or void transaction individually. Where to find the report Backoffice --> Reporting ...

The Payment Details Report provides a detailed record of all payments received during a selected date range. It breaks down payments by type (cash, check, credit card, gift card, delivery services, etc.) and shows individual transactions processed by employees...

The Discount Audit Report shows every discount applied within a selected date range. It helps managers track which discounts were used, by whom, and for which items, ensuring that discounts are used correctly and employee discounts are monitored. Use this gui...