Effectively managing card payments on open customer checks provides crucial flexibility in Salido. You can adjust the initially authorized amount on a card, whether to account for newly added items or to correct an overpayment arising from voids or post-payment discounts. This capability enables accurate final billing without requiring the re-swiping of the customer's card.
- Seamlessly adjust previously authorized card amounts up or down on open checks without requiring the card again.
- Ensure the final charged amount precisely matches the updated check total, accommodating additions or post-payment modifications like voids and discounts.
Important:
- The customer's card must be processed for payment before updating the amount on an open check.
- The payment method used to process the credit card must be set to
Tippablein the Bridge in order to be able to adjust the payment.
To Increase an Authorized Card Payment on an Open Check (for Added Items):
1. If logged out to the PIN screen for inactivity, enter your PIN and tap to log back into the POS device
2. At the top right of the POS screen, tap to bring up the POS options
3. Tap the Check button to open the Check List View, or tap the Floor Plan button to open the Floor Plan View
4. Open the check that requires the Balance Due amount to be updated:
- By tapping the check in the Checks List view
- Or, tapping the table with that check from the Tablesview
5. Add the new items to the check, and the Balance Due will update
6. Tap the payment to open the Payment modal
7. Tap Edit Amount
8. Tap Add unpaid balance to adjust the payment amount automatically. Otherwise, enter a custom amount using the keypad
9. Tap Pay to complete the updated payment
10. Repeat as necessary for newly added menu items
To Decrease an Authorized Card Payment on an Open Check (Correcting an Overpayment):
1. If logged out to the PIN screen for inactivity, enter your PIN and tap to log back into the POS device
2. At the top right of the POS screen, tap to bring up the POS options
3. Tap the Check button to open the Check List View, or tap the Floor Plan button to open the Floor Plan View
4. Open the check that requires the Balance Due amount to be updated:
- By tapping the check in the Checks List view
- Or, tapping the table with that check from the Tables view
5. Apply a discount or void an item on the check, and the Balance Due will update with the overpayment
6. Tap the payment to open the Payment modal
7. Tap Edit Amount
8. Tap Remove overpayment
9. Tap Pay to finalize the removal of the overpayment
- The check now reflects the updated payment:
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