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Rewards: Creating Email Campaigns
This guide explains how to create and manage Email Campaigns to promote specials, events or updates. Key Terms: Email Campaigns: Scheduled Emails sent to engage customers with promotions, events or business updates. Email Templates: Pre-designed email la...
How to do a Refund
Click Quick Order on the default screen Click Charge Tab Click on one of the Refund Buttons Enter the amount of the refund Note: The balance will be a negative number Click payment button Choose the payment
How to see your sales (Server Close Report)
This will walk through how to see your sales on a handheld. The Server report shows your sales, payments and the amount you owe since your last server close, so you can check everything before you close out. You can also print it on your receipt printer. If yo...
Release 2025.4.1 "Lasagna"
Notes: This release consists of 2 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 NOT require a handheld update** If you would like any additional informa...
How to exit and restart Sail Software
Exit Sail Software On the Log In screen enter 987654321 Enter On any other screen, click and hold Log Out button and enter 987654321 Enter Start Up Sail Software from the desktop Click the Sail Icon
How to add a recipe to a menu item
When pressing and holding on a menu item a recipe of the menu item can be added and printed out. Log in to Backoffice Click the POS Icon Navigate to the menu item you want to add a receipt to Click on the Advanced Tab Scroll down to Item ...
How to refund a credit card from a previous day transaction
Create Refund Click Quick Order on the default screen Click Charge Tab Click on one of the Refund Buttons Enter the amount of the refund Note: The balance will be a negative number Apply a credit card to refund from the previous...
Release 2025.4.2 "Monkey Bread"
Notes: This release contains a new payroll report. **This release WILL require a handheld update to version 2025.4.2** If you would like any additional information please contact support at:Support@ingageit.com or call (612) 861-5277 New Features 1. Payro...
Release 2025.5.1 "Nachos"
Notes: This release consists of 1 Report Improvement **This release will NOT require a handheld update** If you would like any additional information or help setting up any of these new features, please contact support at:Support@ingageit.com or call (612) ...
Release 2025.5.2 "Okra"
Notes: This release consists of 2 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 2025.5.2** If you ...
Release 2025.6.1 "Poutine"
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 ...
Release 2025.6.2 "Quesadilla"
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...
Release 2025.6.3 "Ribs"
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...
Example Deposit Payment in Backoffice and Reporting
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...
Example Customer Account Payment in Backoffice and Reporting
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...
Example Deposit Redemption in Backoffice and Reporting
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...
Example of putting an order on their customer account in Backoffice and Reporting
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...
Customer Statement Report
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...
Customer Account Transactions
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...
How to apply rewards discount to order
Click the Rewards button Click the Lookup button Type the member's name, phone number, email or card number and click the member in the Members list to add them to the order Click on the member who has the rewards discount Click on the reward disco...