# Configure Tipping Options

### Tipping

You can configure your terminal to add a tip to the total sale. You can also configure cashback options for debit transactions (if supported). The topics covered in this section include:

* [Enable Tipping](#enable-tipping)
* [Preset Tip Percentage](#preset-tip-percentage)
* [Enable Manual Tip Percentage](#enable-manual-tip-percentage)
* [Change a Preset Tip Percentage](#change-tip-preset-text-size)
* [Change Tip Preset Text Size](#change-tip-preset-text-size)
* [Enable Tipping Threshold](#enable-tipping-threshold)
* [Set Tipping Threshold](#set-tipping-threshold)
* [Disable Manual Tip Percentage](#disable-manual-tip-percentage)
* [Disable Tipping](#disable-tipping)

***

### Enable Tipping

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.

{% hint style="success" %}
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.
{% endhint %}

#### **To enable tipping in addition to the sale:**

1. From the main screen, touch the **Menu** button.<br>

<figure><img src="https://3906380439-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6flXtoPk5hDLO7lHpA2z%2Fuploads%2Ff1JF2PfnlTDHhvKgTtEx%2Fgitbook.png?alt=media&#x26;token=4d9bec56-de7e-4e86-bc5f-7348f6b68fd0" alt=""><figcaption></figcaption></figure>

2. Enter the merchant password and touch **Confirm**.
3. Scroll to the **Configure application** section.
4. Touch **Terminal options**.
5. Scroll to the **Tips** section.
6. Toggle the **Tip processing** switch to the right.<br>
7. If you have more than one terminal, repeat steps **1** to **6** for each additional terminal where you want to enable tipping.

***

### Preset Tip Percentage

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.

{% hint style="success" %}
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*](#enable-manual-tip-percentage) procedure.
{% endhint %}

#### **To view the preset tipping percentages**

1. From the main screen, touch the **Menu** button.<br>

<figure><img src="https://3906380439-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6flXtoPk5hDLO7lHpA2z%2Fuploads%2FR1zxKLZYYPXOqKLvNeWs%2Fimage%20gitbook.png?alt=media&#x26;token=8c6d0f93-d100-4e17-a783-a7da7bbcd866" alt=""><figcaption></figcaption></figure>

2. Enter the merchant password and touch **Confirm**.
3. Scroll to the **Configure application** section.
4. Touch **Terminal options**.
5. Scroll to the **Tips** section.
6. The **Percentage presets** display the current values.\
   ![Tipping percentage presets](https://documentation.payfacto.com/SecurePayment/App2app/UG/CA-EN/assets/images/SecurePay-Table/_MVP/Tipping_PercentagePresets.png)
7. 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.

***

### Enable Manual Tip Percentage

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.

### **To enable the manual tip percentage option**

1. From the main screen, touch the **Menu** button.<br>

<figure><img src="https://3906380439-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6flXtoPk5hDLO7lHpA2z%2Fuploads%2FhIKhRnCStUohfbslseHZ%2Fimage%20gitbook.png?alt=media&#x26;token=95234005-1bbb-4455-9fa2-c526a53b628f" alt=""><figcaption></figcaption></figure>

2. Enter the merchant password and touch **Confirm**.
3. Scroll to the **Configure application** section.
4. Touch **Terminal options**.
5. Scroll to the **Tips** section.
6. If it isn't already enabled, toggle the **Manual percentage input** switch to the right.\
   ![Enable manual tip percentage](https://documentation.payfacto.com/SecurePayment/App2app/UG/CA-EN/assets/images/SecurePay-Table/_MVP/Tipping_EnableManualTipPercentage.png)
7. If you have more than one terminal, repeat steps **1** to **6** for each additional terminal where you want enable a manual tip percentage.

***

### Change a Preset 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.

#### **To change a preset tip percentage:**

1. From the main screen, touch the **Menu** button.<br>

<figure><img src="https://3906380439-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6flXtoPk5hDLO7lHpA2z%2Fuploads%2FsXA6kiOud9uYPPXIDYf9%2Fimage%20gitbook.png?alt=media&#x26;token=24eb02be-0b4b-445d-a317-5c8999ae1d0e" alt=""><figcaption></figcaption></figure>

2. Enter the merchant password and touch **Confirm**.
3. Scroll to the **Configure application** section.
4. Touch **Terminal options**.
5. Scroll to the **Tips** section.
6. Touch **Percentage presets**.
7. 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.
8. Repeat step **7** for any additional percentage preset values you want to change.
9. 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.

{% hint style="info" %}
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).
{% endhint %}

***

### Change Tip Preset Text Size

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.

| **Normal** | **Large** | **Very Large** |
| ---------- | --------- | -------------- |

| **Normal**                                                                                                                                                                    | **Large**                                                                                                                                                                   | **Very Large**                                                                                                                                                                       |
| ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| ![Tip preset normal text size](https://documentation.payfacto.com/SecurePayment/App2app/UG/CA-EN/assets/images/SecurePay-Table/_MVP/Tipping_PercentagePresets_TextNormal.png) | ![Tip preset large text size](https://documentation.payfacto.com/SecurePayment/App2app/UG/CA-EN/assets/images/SecurePay-Table/_MVP/Tipping_PercentagePresets_TextLarge.png) | ![Tip preset very large text size](https://documentation.payfacto.com/SecurePayment/App2app/UG/CA-EN/assets/images/SecurePay-Table/_MVP/Tipping_PercentagePresets_TextVeryLarge.png) |

#### **To change the text size for the preset tip percentages:**

1. From the main screen, touch the **Menu** button.<br>

<figure><img src="https://3906380439-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6flXtoPk5hDLO7lHpA2z%2Fuploads%2Fq8nMymlHOGHYtcW3ULO0%2Fimage%20gitbook.png?alt=media&#x26;token=2d45c339-a57d-4ccb-b4ca-182f22bc48ca" alt=""><figcaption></figcaption></figure>

2. Enter the merchant password and touch **Confirm**.
3. Scroll to the **Configure application** section.
4. Touch **Terminal options**.
5. Scroll to the **Tips** section.
6. Touch **Tip presets text size**.
7. On the *Tip presets text size* screen, touch the text size you want to use (**Normal**, **Large**, or **Very Large**).
8. 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.

***

### Enable Tipping Threshold

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.

{% hint style="info" %}
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.
{% endhint %}

#### **To enable the tipping percentage threshold**

1. From the main screen, touch the **Menu** button.<br>

<figure><img src="https://3906380439-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6flXtoPk5hDLO7lHpA2z%2Fuploads%2FW2fsFTh9HJDPH4FAkjgZ%2Fimage%20gitbook.png?alt=media&#x26;token=a22dc893-0045-47b4-b53a-4a2c892b6b44" alt=""><figcaption></figcaption></figure>

2. Enter the merchant password and touch **Confirm**.
3. Scroll to the **Configure application** section.
4. Touch **Terminal options**.
5. Scroll to the **Tips** section.
6. Touch **Tip threshold**.
7. On the *Tip threshold* screen, toggle the **Tip threshold** switch to the right.
8. If you have more than one terminal, repeat steps **1** to **7** for each additional terminal where you want to enable the tipping threshold.

***

### Set 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.

#### **To change the tipping percentage threshold:**

1. From the main screen, touch the **Menu** button.<br>

<figure><img src="https://3906380439-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6flXtoPk5hDLO7lHpA2z%2Fuploads%2FCWbT8lAOMyAxlgOxtKxJ%2Fimage%20gitbook.png?alt=media&#x26;token=ca98fa87-5668-4ed0-935f-c0041d8f456b" alt=""><figcaption></figcaption></figure>

2. Enter the merchant password and touch **Confirm**.
3. Scroll to the **Configure application** section.
4. Touch **Terminal options**.
5. Scroll to the **Tips** section.
6. Touch **Tip threshold**. ![Tipping percentage threshold](https://documentation.payfacto.com/SecurePayment/App2app/UG/CA-EN/assets/images/SecurePay-Table/_MVP/Tipping_SetThreshold.png)
7. On the *Tip threshold* screen, change the percentage value in the **Threshold** field.![Tipping percentage set threshold value](https://documentation.payfacto.com/SecurePayment/App2app/UG/CA-EN/assets/images/SecurePay-Table/_MVP/Tipping_SetThreshold_ChangeValue.png)
8. 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.

***

### Disable Manual Tip Percentage

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.

#### **To disable the manual tip percentage option**

1. From the main screen, touch the **Menu** button. <br>

<figure><img src="https://3906380439-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6flXtoPk5hDLO7lHpA2z%2Fuploads%2FbF3vdMDMAMlsyfk8ntBr%2Fimage%20gitbook.png?alt=media&#x26;token=1f5a5edf-579d-4131-80b7-af6c81091bb3" alt=""><figcaption></figcaption></figure>

2. Enter the merchant password and touch **Confirm**.
3. Scroll to the **Configure application** section.
4. Touch **Terminal options**.
5. Scroll to the **Tips** section.
6. Toggle the **Manual percentage input** switch to the left.
7. If you have more than one terminal, repeat steps **1** to **6** for each additional terminal where you want to disable manual tip percentage.

***

### Disable Tipping

By default, tipping is disabled on the terminal. If you've enabled tip processing, you can easily disable the function if needed.

#### **To disable tipping from a sale**

1. From the main screen, touch the **Menu** button.<br>

<figure><img src="https://3906380439-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6flXtoPk5hDLO7lHpA2z%2Fuploads%2FKk5AyfQbv632z5gegsS6%2Fimage%20gitbook.png?alt=media&#x26;token=c724fe13-2be0-4ee3-baa0-4b9f43adb232" alt=""><figcaption></figcaption></figure>

2. Enter the merchant password and touch **Confirm**.
3. Scroll to the **Configure application** section.
4. Touch **Terminal options**.
5. Scroll to the **Tips** section.
6. Toggle the **Tip processing** switch to the left.
7. If you have more than one terminal, repeat steps **1** to **6** for each additional terminal where you want to disable tipping.