# Starting the Bar Tab

### Starting the Bar Tab

1. Logon to the Point of Sale with an employee configured to use Bar Tabs:

   **Enter your Server Number.**

![POS - Server Number](https://documentation.payfacto.com/POS/MaitreD/Fulldoc/assets/images/EFT/BarTab/POSWorkflow/01-ServerNumber.png)

**Open a table by typing a table number, or access "Table 0" mode by pressing the BAR key without entering an table number.**

![POS - Table Number or Table 0](https://documentation.payfacto.com/POS/MaitreD/Fulldoc/assets/images/EFT/BarTab/POSWorkflow/02-TableNumber.png)

2. Start the Bar Tab pre-authorization process:

**Press the Bar Tab key.**

![POS - Start Bar Tab](https://documentation.payfacto.com/POS/MaitreD/Fulldoc/assets/images/EFT/BarTab/POSWorkflow/03-StartBarTab.png)

**Type the pre-athorization amount using the keypad, or press ENTER to use the default amount.**

![POS - Bar Tab Amount](https://documentation.payfacto.com/POS/MaitreD/Fulldoc/assets/images/EFT/BarTab/POSWorkflow/04-BarTabAmount.png)

**The Point of Sale will activate the payment terminal.**

![POS - Process External Payment](https://documentation.payfacto.com/POS/MaitreD/Fulldoc/assets/images/EFT/BarTab/POSWorkflow/05-ProcessExtPayment.png)

 

3. Process the Pre-Authorization at the payment terminal:

**The payment terminal is at the home screen.**

![](https://documentation.payfacto.com/POS/MaitreD/Fulldoc/assets/images/EFT/BarTab/POSWorkflow/06a-SecurePayHome.png)![Red Arrow](https://documentation.payfacto.com/POS/MaitreD/Fulldoc/assets/images/CompanyArtwork/FatArrow-RED.png)

**The payment terminal activates when the ENTER key is pressed at the Point of Sale.**

![](https://documentation.payfacto.com/POS/MaitreD/Fulldoc/assets/images/EFT/BarTab/POSWorkflow/06b-Processing.png)![Red Arrow](https://documentation.payfacto.com/POS/MaitreD/Fulldoc/assets/images/CompanyArtwork/FatArrow-RED.png)

**Insert / Tap / Swipe the customer's credit card.**

![](https://documentation.payfacto.com/POS/MaitreD/Fulldoc/assets/images/EFT/BarTab/POSWorkflow/06c-InsertCard.png)![Red Arrow](https://documentation.payfacto.com/POS/MaitreD/Fulldoc/assets/images/CompanyArtwork/FatArrow-RED.png)

**Remove the card when prompted.**

![](https://documentation.payfacto.com/POS/MaitreD/Fulldoc/assets/images/EFT/BarTab/POSWorkflow/06d-RemoveCard.png)![Red Arrow](https://documentation.payfacto.com/POS/MaitreD/Fulldoc/assets/images/CompanyArtwork/FatArrow-RED.png)

**The Pre-Authorization will be approved and the terminal returns to the home screen**

**.**![](https://documentation.payfacto.com/POS/MaitreD/Fulldoc/assets/images/EFT/BarTab/POSWorkflow/06a-SecurePayHome.png)

4. Once the Pre-Authorization is approved, the Point of Sale will ask whether a customer copy of the transaction record should be printed:

**Press Yes to print a copy for the customer in addition to the merchant copy. If you press No, only the merchant copy will print.**

![POS - Process External Payment](https://documentation.payfacto.com/POS/MaitreD/Fulldoc/assets/images/EFT/BarTab/POSWorkflow/07-CustomerReceipt.png)

 

5. At this point, be sure to hand the credit card back to the customer, and have the customer sign the merchant copy of the transaction record. Place the signed transaction record in a safe location. In the event that the customer forgets to notify the staff before leaving, this document allows the merchant to charge the customer's credit card up to the pre-authorized amount, to cover for items purchased by the customer.

![](https://documentation.payfacto.com/POS/MaitreD/Fulldoc/assets/images/EFT/BarTab/POSWorkflow/PreAuthSigned.png)

6. Order items at the Point of Sale like you normally would. On the order screen and also on the customers list as the bar tab is recalled, you will notice that the Cardholder's name was automatically assigned as the Bar Tab name.

**Order Screen**

![POS - Process External Payment](https://documentation.payfacto.com/POS/MaitreD/Fulldoc/assets/images/EFT/BarTab/POSWorkflow/08-ItemsOrdered.png)

**Customer List**

![POS - Process External Payment](https://documentation.payfacto.com/POS/MaitreD/Fulldoc/assets/images/EFT/BarTab/POSWorkflow/09-CustomersList.png)

{% hint style="info" %}
NOTE: "DI Test/Card 01" is the actual cardholder name associated with the test credit card that was used for this demonstration.
{% endhint %}

Related Topics

1. [Increment Bar Tab](https://docs.payfacto.com/payfacto-knowledge/maitred-pos/maitred/maitred-complete-online-documentation/chap-8-electronic-funds-transfer/bar-tabs/bar-tabs-workflow-at-the-pos/increment-a-bar-tab)
2. [Reaching Limit Single Pre-Auth](https://docs.payfacto.com/payfacto-knowledge/maitred-pos/maitred/maitred-complete-online-documentation/chap-8-electronic-funds-transfer/bar-tabs/bar-tabs-workflow-at-the-pos/reaching-the-pre-authorized-limit-on-single-pre-auth)
3. [Closing Bar Tab](https://docs.payfacto.com/payfacto-knowledge/maitred-pos/maitred/maitred-complete-online-documentation/chap-8-electronic-funds-transfer/bar-tabs/bar-tabs-workflow-at-the-pos/closing-a-bar-tab)
4. [Finalize Pre Auth](https://docs.payfacto.com/payfacto-knowledge/maitred-pos/maitred/maitred-complete-online-documentation/chap-8-electronic-funds-transfer/bar-tabs/bar-tabs-workflow-at-the-pos/finalizing-a-pre-authorization)
5. [Voiding Bar Tab No Send](https://docs.payfacto.com/payfacto-knowledge/maitred-pos/maitred/maitred-complete-online-documentation/chap-8-electronic-funds-transfer/bar-tabs/bar-tabs-workflow-at-the-pos/voiding-a-bar-tab-before-sending-items)
6. [Void Bar Tab After Send](https://docs.payfacto.com/payfacto-knowledge/maitred-pos/maitred/maitred-complete-online-documentation/chap-8-electronic-funds-transfer/bar-tabs/bar-tabs-workflow-at-the-pos/voiding-a-bar-tab-with-sent-items)