Tipping
Last updated
Last updated
Legals
Terms & conditions© 2024 PayFacto, Inc. All rights reserved.
You can configure your terminal to add a tip to the total as well as offer cashback for debit transactions.
If your business includes the option to tip, you can enable tipping on the terminal, where the customer can add a tip value in addition to the sale. By default, tipping is disabled on the terminal.
NOTE: When you enable tipping on the terminal, customers can always enter a manual tip amount in dollars and cents, regardless of any preset percentage values.
From the main screen, touch Settings.
Enter the merchant password and touch Confirm.
Scroll to the Configure application section.
Touch Terminal options.
Scroll to the Tips section.
Toggle the Tip processing switch to the right.
If you have more than one terminal, repeat steps 1 to 6 for each additional terminal where you want to enable tipping.
When you enable tipping, the terminal automatically displays three preset percentages (default values are 15%, 18%, and 20%) as options to the customer. The customer can touch one of the preset values or manually enter an amount for the tip.
NOTE: If you want to allow your customers to enter a custom tip percentage, you must enable the manual tip percentage using the Enable Manual Tip Percentage procedure.
From the main screen, touch Settings.
Enter the merchant password and touch Confirm.
Scroll to the Configure application section.
Touch Terminal options.
Scroll to the Tips section.
The Percentage presets display the current values.
If you have more than one terminal, repeat steps 1 to 6 for each additional terminal where you want to view the terminal's preset tip percentages.
When you enable tip processing, the terminal automatically offers preset percentage values to the customer. You can also offer the opportunity for customers to enter their own percentage value. By default, the manual tip percentage option is enabled on the terminal and applies automatically whenever you activate the tip processing option.
From the main screen, touch Settings.
Enter the merchant password and touch Confirm.
Scroll to the Configure application section.
Touch Terminal options.
Scroll to the Tips section.
If it isn't already enabled, toggle the Manual percentage input switch to the right.
If you have more than one terminal, repeat steps 1 to 6 for each additional terminal where you want enable a manual tip percentage.
When you enable tip processing, the terminal automatically offers preset percentage values to the customer. By default, the preset percentage values are set to 15, 18, and 20, but you can easily change one or more of these values as needed.
From the main screen, touch Settings.
Enter the merchant password and touch Confirm.
Scroll to the Configure application section.
Touch Terminal options.
Scroll to the Tips section.
Touch Percentage presets.
On the Tip percentage presets screen, touch the tip preset field you want to change (Tip preset no. 1, Tip preset no. 2, or Tip preset no. 3) and replace the current percentage with a new value.
Repeat step 7 for any additional percentage preset values you want to change.
If you have more than one terminal, repeat steps 1 to 8 for each additional terminal where you want to change the preset tip percentage values.
NOTE: If you have multiple terminals, you should ensure that they are all configured to offer the same preset tip percentages to avoid one terminal displaying different tip percentages from the other terminal(s).
When you enable tip processing, the terminal automatically offers preset percentage values to the customer. By default, the preset percentages use the Normal text size to display the values, but you can choose to use Large or Very Large text to suit your requirements, as shown in the following examples:
Normal
Large
Very Large
From the main screen, touch Settings.
Enter the merchant password and touch Confirm.
Scroll to the Configure application section.
Touch Terminal options.
Scroll to the Tips section.
Touch Tip presets text size.
On the Tip presets text size screen, touch the text size you want to use (Normal, Large, or Very Large).
If you have more than one terminal, repeat steps 1 to 7 for each additional terminal where you want to set preset tip percentage text size.
There can be situations where your customers may accidentally enter a manual tip percentage incorrectly and leave a larger tip than planned. By default, the terminal enables a tipping threshold that requires the Merchant password for any tip over 50% of the initial sale amount (for example, a $55 tip on a $100 bill). You can disable or adjust the threshold value if needed.
NOTE: The tip threshold feature is designed to protect the customer and the merchant by ensuring that the customer is aware of the generous tip they intend to leave, which prevents the possibility of a future chargeback.
From the main screen, touch Settings.
Enter the merchant password and touch Confirm.
Scroll to the Configure application section.
Touch Terminal options.
Scroll to the Tips section.
Touch Tip threshold.
On the Tip threshold screen, toggle the Tip threshold switch to the right.
If you have more than one terminal, repeat steps 1 to 7 for each additional terminal where you want to enable the tipping threshold.
When you enable the tipping threshold, you can set a custom percentage as the value where the Merchant password is required. By default, the terminal set the threshold value at 50%, but you can adjust it if needed.
From the main screen, touch Settings.
Enter the merchant password and touch Confirm.
Scroll to the Configure application section.
Touch Terminal options.
Scroll to the Tips section.
Touch Tip threshold.
On the Tip threshold screen, change the percentage value in the Threshold field.
If you have more than one terminal, repeat steps 1 to 7 for each additional terminal where you want to set the terminal's tipping threshold.
If you do not want to require the Merchant password for manual tip percentages that exceed the terminal's threshold, you can disable the tipping threshold.
NOTE: The tip threshold feature is designed to protect the customer and the merchant by ensuring that the customer is fully aware of the tip they are leaving. If you disable the threshold, you leave yourself at risk of the customer contesting the charge if they do not remember leaving the tip. The Merchant password requirement provides protection from future chargebacks.
From the main screen, touch Settings.
Enter the merchant password and touch Confirm.
Scroll to the Configure application section.
Touch Terminal options.
Scroll to the Tips section.
Touch Tip threshold.
On the Tip threshold screen, toggle the Tip threshold switch to the left.
If you have more than one terminal, repeat steps 1 to 7 for each additional terminal where you want to disable the tipping threshold.
By default, the manual tip percentage option is enabled on the terminal and applies automatically whenever you activate the tip processing option; you can easily disable the function if needed.
From the main screen, touch Settings.
Enter the merchant password and touch Confirm.
Scroll to the Configure application section.
Touch Terminal options.
Scroll to the Tips section.
Toggle the Manual percentage input switch to the left.
If you have more than one terminal, repeat steps 1 to 6 for each additional terminal where you want to disable manual tip percentage.
By default, tipping is disabled on the terminal. If you've enabled tip processing, you can easily disable the function if needed.
From the main screen, touch Settings.
Enter the merchant password and touch Confirm.
Scroll to the Configure application section.
Touch Terminal options.
Scroll to the Tips section.
Toggle the Tip processing switch to the left.
If you have more than one terminal, repeat steps 1 to 6 for each additional terminal where you want to disable tipping.
