Accepting tips from a customer at checkout begins the same as a typical sale. Once it's time for your customer to pay by card, this is when they'll have the option to tip your employee for their services. To illustrate how you can accept tips with a desktop or iPad setup, here are examples of the steps involved:

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  1. Start a new sale.
  2. Once your customer is ready to pay, select Payment > Credit/Debit Card.
  3. Confirm the terminal and amount and select Start.
  4. On your Customer Facing Display, your customer needs to review the sale and select Confirm order.

     

  5. Then, they can either select a tipping option, select No tip or enter a custom tip. The total at the top of the screen will update based on their selection.

     

  6. To continue, they need to select Proceed to payment. They'll be prompted to complete their payment on the terminal.

     

  7. On the terminal, they need to complete their card payment. A confirmation will display on the terminal and in Retail POS to confirm the payment was successful.
  8. In Retail POS, select Finish Sale.

   

  A confirmation will display on your CFD to confirm the payment was successful and the sale was completed. You should now have successfully made a sale and accepted a tip from your customer.

  

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  Accepting tips from customers with an iPad setup varies depending on whether you're using a Customer Facing Display (CFD) or simply turning your iPad towards them.

   

  Accepting tips using a CFD

   

  1. Start a new sale.
  2. Once your customer is ready to pay, select Card if your payment processor supports Quick Pay. Alternatively, if your customer wants to split the payment on multiple cards, select More Payments > Credit Card > Done. If your integrated payment processor doesn't support Quick Pay, select Payments > Credit Card > Done instead.
  3. On your CFD, your customer needs to review the sale and select Confirm order.

     

  4. Then, they can either select a tipping option, select No tip or enter a custom tip. The total at the top of the screen will update based on their selection.

     

  5. To continue, they need to select Proceed to payment. They'll be prompted to complete their payment on the terminal. 

     

  6. On the terminal, they need to complete their card payment. A confirmation will display on the terminal and in Retail POS to confirm the payment was successful.

     

  7. In Retail POS, select Finish if you're using Quick Pay. If you're not using Quick Pay, select Done > Finish Sale. If you're processing multiple card payments, select Done and repeat the above steps until the sale is fully paid for.

   

  A confirmation will display on your CFD to confirm the payment was successful and the sale was completed. You should now have successfully made a sale and accepted a tip from your customer.

  

  Accepting tips by turning your iPad

   

  1. Start a new sale.
  2. Once your customer is ready to pay, select Card if your payment processor supports Quick Pay. Alternatively, if your customer wants to split the payment on multiple cards, select More Payments > Credit Card > Done. If your integrated payment processor doesn't support Quick Pay, select Payments > Credit Card > Done instead.
  3. On the modal, select Continue to allow your customer to add a tip and turn your iPad towards them. Alternatively, select Skip to not display your tipping options and proceed directly to processing a payment.
  4. On your iPad, your customer needs to review the sale and select Confirm order.

     

  5. Then, they can either select a tipping option, select No tip or enter a custom tip. The total at the top of the screen will update based on their selection.

     

  6. To continue, they need to select Proceed to payment. They'll be prompted to return the iPad to you and complete their payment on the terminal. 

     

  7. In Retail POS, select Continue to start the payment process on the terminal.
  8. On the terminal, your customer needs to complete their card payment. A confirmation will display on the terminal and in Retail POS to confirm the payment was successful.

     

  9. In Retail POS, select Finish if you're using Quick Pay. If you're not using Quick Pay, select Done > Finish Sale. If you're processing multiple card payments, select Done and repeat the above steps until the sale is fully paid for.

   

  You should now have successfully made a sale and accepted a tip from your customer.