How to Adjust Authorized Card Payments on the Handheld POS

The Salido Handheld POS gives you powerful, tableside flexibility for managing payments on open checks. Whether a guest adds another round of drinks after paying or an item is voided, you can adjust the initially authorized card amount directly from your handheld. This capability ensures accurate final billing without requiring the guest to provide their card again, thereby creating a seamless service experience.

Directly adjust previously authorized card amounts up or down from your handheld without needing the physical 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 Tippable in 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, enter your PIN and tap OK

2. Open the existing check that has a payment applied:

From the Floor Plan view: Tap the table corresponding to the check. If there are multiple checks at the table, tap the table to bring up the open check list for that table, and select the check you want to open
From the Checks List view: Tap the check you want to open from the list of all available checks

3. Add the new items to the check, and the Balance Due will update

4. Tap the payment to open the Payment modal

5. Tap Edit Amount

6. Tap Add unpaid balance to adjust the payment amount automatically. Otherwise, enter a custom amount using the keypad

9. Tap Next 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, enter your PIN and tap OK

2. Open the existing check that has a payment applied:

From the Floor Plan view: Tap the table corresponding to the check. If there are multiple checks at the table, tap the table to bring up the open check list for that table, and select the check you want to open
From the Checks List view: Tap the check you want to open from the list of all available checks

3. Apply a discount or void an item on the check, and the Balance Due will update with the overpayment