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OrderTakers have the ability to split payments on an open tab during an event. Payments can be split between multiple guests.
Resolution
- Click on the open tab that needs the payment split.
- On the tab detail page, click on the Close Tab button.
- Select the Split Payment option
- Select one of the percentage buttons to choose how much of the tab should be paid for with this card.
- If you previously authorized a card on the tab you will see it listed here at the top of the page as a reminder, as shown in the example below
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Tab with Authorized Card |
Tab with no card authorized |
- With the payment amount selected, choose your method of payment, then click the Submit Payment button
- If the guest is using a card-present transaction or selecting an invoice payment, the system will automatically advance to the Tip screen after the card is processed or invoice account is chosen
- If the customer selects manual credit card entry, a second screen will be shown after entering card details to confirm the payment before moving on to the Tip screen
- Guests can leave a tip and then add their signature. Click on Submit Payment to process.
- (Digital signature requires enabling via Application Options).
- Each payment will have the option to receive a receipt via email or sms.
- Add a phone number or email address and select Get Receipt or leave fields blank and select No Thanks.
- The open tab screen will now show that there have been payments applied. Scrolling down will show payments received. Select Next Payment to add another payment.
- Select New Credit Card.
- Select one of the percentage buttons to choose how much of the tab should be paid for with this card. For this example we will be paying the balance on the card.
- With the payment amount selected, choose your method of payment and click Submit
- If the customer selects manual credit card entry, a second screen will be shown after entering card details to confirm the payment. Otherwise the guest is directed to the Tip screen
- Guests can leave a tip and then add their signature. Click on Submit Payment to process.
- (Digital signature requires enabling via Application Options).
- After filling out details, select Get Receipt or choose No Thanks.
- The tab is now closed and charges can be reviewed in payment history. Tips can be adjusted from this screen but will require a manager PIN for approval.