Tipping
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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.
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.
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.
The payment terminal does not know if the purchase amount includes any applicable taxes or not. By default, the terminal calculates the preset tipping options based on the final amount, including tax. If you prefer to offer your customers preset tip options based on the pre-tax amount, or if you operate in a jurisdiction where tipping must be calculated on the pre-tax amount, you need to enable the Tip before tax function.
When working in any of the Secure Payment application's modes (App to App, Gateway, SecurePay, SecureTable, or Standalone), enabling the Tax before tip function can change the way the terminal presents the preset tipping options. The change in workflow is explained in the following sections.
When using the App to App, Gateway, SecurePay, or SecureTable modes, the terminal expects the POS application (App to App mode) or the Point of Sale (POS) system (Gateway, SecurePay, and SecureTable modes) to send the tax amount in addition to the transaction total. The terminal calculates and displays the tipping options based on the pre-tax amount passed by the POS and displays the amounts for the subtotal (pre-tax amount), the taxes, and the tip on the confirmation screen before the customer has to tap, insert, or swipe their payment card. The workflow resembles the following:
The application or POS passes the total purchase amount and the tax amount to the terminal. The terminal subtracts the tax amount from the total purchase and displays the tipping options calculated on the purchase amount before tax.
The payment terminal displays the total sale (including the subtotal, tax amount, and tip) for customer confirmation and payment.
If the application or POS does not communicate the tax amount to the terminal, sending only the transaction total, the preset tip options are automatically disabled and the terminal limits the tipping options, offering only to enter a custom dollar amount ($) or to not add a tip (No tip), as shown below:
The only exception to the normal workflow would be when using SecureTable for deliveries; it is possible that the payment terminal may lose communication with the POS, making it impossible for the POS to send the pre-tax amount to calculate the tipping options. In this situation, the driver must switch the terminal to Standalone mode and enter the total sale, followed by the pre-tax amount (found on the printed receipt) when prompted by the terminal, as explained in the following section. If the driver does not switch to Standalone mode, the terminal will only display the limited tip options shown above.
When using the payment terminal in Standalone mode, the merchant first must enter the total transaction amount, then a screen appears prompting the merchant to enter the purchase amount before any applicable taxes, and then the terminal presents the tipping options. After the customer selects the tip, the terminal displays the amounts for the subtotal (pre-tax amount), the taxes, and the tip on the confirmation screen before the customer has to tap, insert, or swipe their payment card. The workflow resembles the following:
The merchant enters the total transaction amount on the terminal and touches OK.
The terminal prompts the merchant to enter the purchase amount before tax.
The terminal displays the tipping options calculated on the purchase amount before tax.
The payment terminal displays the total sale (including the subtotal, tax amount, and tip) for customer confirmation and payment.
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.
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.
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.
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.
NOTE: If you want to allow your customers to enter a custom tip percentage, you must enable the manual tip percentage using the procedure.
