The Tip Processing program allows you to add tip amounts to credit card transactions that have already been processed. In doing so, it accommodates restaurant-style tipping, where the patron is given a Credit Card bill with blank Tip and Signature lines.
By default, the program displays "today's" credit card transactions for your User ID with a status of "Open," meaning they are waiting for a Tip Amount to be applied.
Notes:
To process Tips using PayTrac, CardConnect, Verifone, or Elavon/ETS, ensure your credit card profile is set as follows:
- Account Type = Restaurant
- Tip GL Code - This field must be populated.
- Tip Cost Center - (Optional)
To process Tips using PlugNPay, ensure your credit card profile is set as follows:
- Account Type = Restaurant
- Settlement Type = Manual
- Tip GL Code - This field must be populated.
- Tip Cost Center - (Optional)
To Perform Tip Processing
- Accept all screen Default Entries, or make changes as desired.
- In the Transaction DataGrid, highlight/select the first transaction to which you want to apply a Tip Amount and double-click. The Selected Receipt Number, Sale Amount, and Total Amount fields on the right-hand of the screen will populate automatically.
- Enter the tip as recorded on the matching credit card receipt in the Tip Amount field and <Tab> out of the field. The Total Amount field will update automatically.
- Verify the Total Amount field matches the total on the credit card receipt.
- Click Submit Tip.
- Repeat these steps for all applicable transactions in the browser.
- Exit the program when done and proceed to the Credit Card Terminal to run your manual settlement when ready.
Note for CardConnect users:
Use the End of Night $0 to Apply button, if desired to close all open records without applying a tip amount. This button displays only when your Show option is "Open."
Access to this button is controlled by Permissions. Permissions profile • Button/Mis Permissions tab • TipProcessing_ButtonCaptureAll.
Credit Card Topic Docs
See Also: Topic Doc - CardConnect - Bolt V2 (Ethernet) Integration
See Also: Topic Doc - CardConnect - CCPanpad (USB) Integration
See Also: Topic Doc - VeriFone Point.
See Also: Topic Doc - Elavon/ETS.
See Also: Topic Doc - PlugNPay WebXPress.
TipProcessing_Tab1
Show (TipProcessing_StatusToShow)
Accept the default entry (Open) or choose the transaction types you wish to display in the Transaction DataGrid.
- Open - Transactions that have not had a tip applied.
- Closed - Transaction that have had a tip applied.
- Both - Both types of transactions.
Note: Step-by-step instructions for running this program are in the Header Help. Click the "i" Information icon and scroll to the top of the page.
Display Users (TipProcessing_TipUserAccess)
Accept the default entry (My User) or make an alternate selection.
- My User - The Transaction DataGrid will populate with transactions linked to your User ID only.
- All Users - The Transaction DataGrid will populate with transactions from all users.
Note: Access to this list can be controlled via Permissions: Permsissions • Button/Misc Permissions tab • Miscellaneous Settings Group • Tip User Access field in the default Vermont Systems design.
Search Receipt Number (TipProcessing_ReceiptNumber)
Enter a receipt number in this field and <Tab> out of it. The Transaction DataGrid will search for and display the single receipt, provided it exists and matches the Show and Display Users criteria.
For example, receipt 118886 is Closed" because a tip amount has been applied.
- If the Show field is set to Closed searching for receipt 11886 will find it and display it in the Transaction DataGrid because the Transaction DataGrid is set to show closed receipts.
- If the Show field is set to Open searching for receipt 11886 will yield no results in the Transaction DataGrid because the Transaction DataGrid is set to show only open receipts.
(TipProcessing_DataGrid)
The Transaction DataGrid displays credit card transactions that meet the search criteria you have selected. By default, the DataGrid displays today's" credit card transactions for your User ID with a status of "Open meaning they are waiting for a Tip Amount to be applied.
DataGrid column sort options allow you to customize the view as desired. Click here for a full description of RecTrac DataGrids.
DeleteBegin Date (TipProcessing_BeginDate)
Accept the default entry (<blank>) or select a different beginning and ending date range.
THEN
Click Apply Date Range to filter the Transaction DataGrid by the date range entered.
Note: By default the Transaction DataGrid populates with "today's" transactions.
End Date (TipProcessing_EndDate)
Accept the default entry (<blank>) or select a different beginning and ending date range.
THEN
Click Apply Date Range to filter the Transaction DataGrid by the date range entered.
Note: By default the Transaction DataGrid populates with "today's" transactions.
Selected Receipt Number (TipProcessing_SelectedReceiptNumber)
You will not visit this field.
This field populates with the transaction receipt number when you double-click on a transaction in the Transaction DataGrid
DeleteSale Amount (TipProcessing_SaleAmount)
You will not visit this field
When you double-click on a transaction in the Transaction DataGrid this field will populate with the Sale Amount.
DeleteTip Amount (TipProcessing_TipAmount)
Enter the Tip Amount as it appears on the credit card receipt. You can use the buttons on the screen or you can use a computer keyboard.
THEN
Verify the Total Amount is accurate.
THEN
Click Submit Tip to close this transaction.
Total Amount (TipProcessing_TotalAmount)
You will not visit this field
When you've added the Tip Amount this field will populate with the Total Amount. Verify this field is accurate.
THEN
Click Submit Tip to close this transaction.
Total Tip Amount (TipProcessing_TotalTipAmount)
You will not visit this field
This field displays the Total Tip Amount of all transactions in the Transaction DataGrid.
Delete