How to Create and Manage Fees and Gratuities

In the Fees & Gratuities section of the Bridge, you can apply extra charges to a customer's bill or individual items, either as a fixed amount or as a percentage. This feature enables your organization to manage price adjustments or charge for special items and services not listed on the menu, such as Large Party Fees, Delivery Fees, Wine Corking Fees, and more.

Salido makes it easy for restaurants to create and customize various Fees and Gratuities for your organization's needs.

Note: You are solely responsible for ensuring your use of the "Fees & Gratuities" feature complies with all applicable laws and card network rules. Be aware that using this feature to apply a surcharge for card payments may result in fines or other liabilities. Please consult legal counsel for specific guidance on compliance.

Important: POS Role Permissions Required for Fee Access

Creating or editing a fee in the Bridge does not automatically make it available for terminal users. To allow employees to manually or automatically apply a fee at the terminal, you must enable access inside their assigned POS Role:

Navigate to Staff > POS Roles, edit the desired role, and scroll to the Manage Check Fees and Manage Item Fees permissions.
To automatically grant access to all current and future fees, toggle the Manage all existing and future fees/gratuities switch to the right.
Alternatively, leave the switch disabled and tick only the checkboxes for the specific fees you wish to authorize for this role. For step-by-step instructions, please consult How to Edit a POS Role.

To Create a New Fee:

1. Navigate to Settings > Payments in the Bridge and select Fees & Gratuities

2. Click + New Fee

3. Configure the Fee

Name: Enter a name for the new fee (e.g., "Champagne Fee"). This field is required.
Type: From the dropdown menu, choose the fee structure:
- Fixed Amount: A specific dollar value.
- Fixed Percentage: A set percentage of the subtotal.
- Open Amount: Allows the POS user to enter a custom dollar amount.
- Open Percentage: Allows the POS user to enter a custom percentage.
Order Type: Select which Order Types this fee will apply to from the dropdown menu. You can choose one or more.
Minimum Number of Guests: If applicable, enter the minimum number of guests required on a check for this fee to be automatically applied.
Applies To: Choose whether the fee will apply to the Check (entire check subtotal) or to individual Item lines.
Value / Limit: Enter the dollar amount or percentage value. For Open Amount or Open Percentage fees, enter the maximum Limit to prevent users from applying an excessive surcharge.
Description: Add an optional description to explain when to use this fee (e.g., "Fee for all champagne orders").

4. Specify Menu Item Eligibility (Item-Level Fees only):

Configuring Menu Item Targeting

When Item is selected in the Applies To field, the Menu Item Eligibility configuration block will appear. You have the following option to target items:

Specific Menu Items/Categories: Untick the automatic box to search for and select specific menu items or broader menu categories from the list to restrict the fee only to those targeted items.

5. Select the appropriate Options for this Fee by checking the appropriate boxes in the Options section:

Enabled: Checking this box allows the Fee to be used in the POS. If it is not ticked, it will not be available in the POS.

Taxable: Checking this box applies the Fee to the taxable amount of the check. If unchecked, the fee will NOT be included in the taxable amount of the check.

Print on Receipt: Checking this box will print the Fee name on the guest receipt.

Auto Apply: Checking this box will apply the Fee to all tickets that meet the minimum guest setting when it is enabled.

Gratuity: Checking this box will add the Fee as a Gratuity to be paid out to the Server. When left unchecked, the Fee will be included in the Net Sales for the day.

6. Set the button color for the Fee in the POS by pressing Select Button Color, choosing the desired color with your mouse, then click Done

7. Enter the Min Check $ Amount that will automatically trigger this fee. For example, if you set this to $100, the fee will be applied to all checks of $100 or more

8. POS Name (Optional): Enter an internal name for the fee that your staff will see on the POS screen. The official Name will still be what's printed on the guest's receipt