Once tipping is enabled for your store, customers can add a tip to their card-based payment at checkout. You can also reassign tips to employees as needed and refund tips as part of the refund process where applicable.

Processing sales with tips

To process a sale with tipping:

1. Start a sale by navigating to the Sales screen.
2. When the customer is ready to pay, click Payment (desktop) or More Payments (iPad), select a card payment type, and enter the payment amount.
3. Turn the display to face the customer. They will need to review the sale and click Confirm order.

   

   The customer can then choose a suggested tip percentage, enter a custom tip amount, or select No tip.

   

   To continue, the customer will need to click Proceed to payment and then complete their payment on the terminal. A confirmation will display on the terminal and in Retail POS to confirm the payment was successful.

4. In Retail POS, click Finish Sale.

Reassigning tips to employees

Tips are assigned to the employee who processes the sale. If you need to reassign the tip to a different employee who assisted the customer, you can do so at the end of the sale or from reporting.

Reassigning tips at the end of a sale

After completing a sale that has a tip:

1. Click Reassign Tip on the finished sale page.

   

2. The employee who processed the sale will be listed and currently assigned to the tip. From the dropdown, select the employee to reassign the tip to.

   

3. Click Reassign.

Reassigning tips from reporting

If you’ve already navigated away from the finished sale page, you can reassign a tip from the transaction details in reporting:

1. Navigate to Reports > Totals.
2. Locate the sale and click its ID.
3. In the Details tab under the Location section, click the Tipped Employee dropdown and select the employee to reassign the tip to.

   

4. Click Save Changes.

Refunding tips

To refund a tip, you’ll need to locate the original sale and refund at least one item or charge from the original sale alongside the tip.

To refund a tip on a sale:

1. Navigate to Sales > Refund, or click New Sale to return to the Sales page.
2. Scan the customer’s receipt or type in the item to be refunded in the Item field.
3. Click Payment > Credit/Debit.
4. To the right of the card that paid for the tip, click Refund.
5. Check the Include Original Tip box, then click Refund.

   

   If you refund the original payment back in full and don’t select Include Original Tip before finalizing, you won’t be able to refund the original tip back to the customer's card in the future.

6. Click Finish Sale.

The original payment and tip should now be refunded to the customer's card.

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