iPad Register for Restaurants

If you have not set up your BackOffice yet, visit part 1: BackOffice Setup for Restaurants.

With the BackOffice ready, your staff is can now use the register to serve customers. This guide is geared toward the routines and needs of restaurants on the iPad register.

Table of Contents

Begin an Order

Start a table’s order by opening a check. As the order progresses, void items if a customer changes their mind about something they ordered and apply discounts if needed.

Open a Check

The Open Checks feature allows you to begin a check, save it, and return to it at a later time. With Serverless Sync enabled, you can access checks from any register in the restaurant.

Watch our Open Checks video below:

Open Checks
  1. On the Transaction screen, tap an item to add it to the order.
  2. (optional) If an item has modifiers, make selections and tap 'Done'.
  3. (optional) Tap the ticket notes field to add notes for the kitchen.
  4. Tap 'Save', enter a name for the check, and tap 'Save' to confirm.

    A ticket automatically prints for items assigned to a ticket printer.

Visit the Open Checks support article to learn how reopen and add to a saved check.

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Item/Order Voids

Different from a return, void means canceling pending sales or items on a saved check that has not been rung up. By default, a manager must authorize a void, but you can change this in BackOffice.

  1. Select 'Checks' from the Control Panel.
  2. Tap a saved check to open it up.
  3. To void the order, tap 'Void' at the top. To void an item, swipe across from right to left and tap 'Void'.
  4. (optional) Enter a manage code to authorize the void and tap 'Void'.

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Apply Discounts

Discount an item on the order or the overall order. Named Discounts help restaurants keep organized with manager controls to determine who can apply discounts.

Watch our Discounts at the Register video below:

Discounts at the Register (Training Guide)
  1. Tap the discount button for a line item or the overall sale.
  2. Tap to choose a discount.

    Open means the cashier enters the discount amount/percentage.

  3. (optional) Enter a manager code and tap 'Verify' to authorize the discount.

Check out the full Named Discounts support article to see how discounts appear on receipts.

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Check Management

From splitting to merging, there are a few different ways servers can manage their open checks.

Watch our Check Management video below:

Check Management
  1. Select 'Checks' from the Control Panel.
  2. Tap 'All' or 'Mine' to filter which checks display.

Split Checks

Splitting a check allows you to separate a single check into multiple checks so that each customer can take ownership of their requests.

  1. Tap 'Select' and choose a check.
  2. Select 'Actions' and tap 'Split'.
  3. Tap items on the original to move them to the new check.

    Press the + button to add an additional split into the mix.

  4. Press 'Done' to complete the split.

Merge Checks

Combine multiple checks into one single check. Use this if you make a mistake while splitting or if two parties wish to combine their orders.

  1. Tap 'Select' and choose multiple checks to merge.
  2. Select 'Actions' and tap 'Merge'.
  3. Enter a name for the new check and tap 'Save'.

Transfer Checks

Use this feature to change the employee who owns a particular check.

  1. Tap 'Select' and choose a check.
  2. Tap 'Actions' and select 'Transfer to...'
  3. Pick an employee to receive the check.
  4. Enter the receiving employee's code and tap 'Verify'.

Visit the Split, Merge, and Transfer Checks support article to learn more, like how to split a check more than two ways.

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Close an Order

Close out an order when a party is finished with their meal. Tip Later and Split Tender are two common workflows that restaurants use when accepting payment.

Tip Later

With Tip Later, the server delivers a credit card signature slip to the table and puts the check on hold until the customer signs. This option is only available when customers sign and tip on a paper receipt.

  1. Tap 'Credit' to tender the sale and swipe/tap the customer's credit card.
  2. Select 'Adjust Tip Later'.
  3. After the customer signs the receipt, go to the Checks screen and tap the check.
  4. Enter the tip amount and tap 'Charge'.

For more on Tip Later, including how to change your tip and signature settings, check out the Tip Later support article.

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Split Tender

Split Tender allows you to split a check between multiple tenders, like half cash, half credit, etc.

Watch our Split Tenders video below:

Split Tenders
  1. On the Transaction screen, tap 'More…' and choose 'Split Tender'.
  2. (optional) Use the + and - buttons to adjust the number of payments.

    The payment amounts automatically split evenly by the number of payments.

  3. (optional) Tap to change the tender type and amount of the payments.
  4. Tap 'Charge' to process each payment.
  5. Select 'Done' to finish the sale.

For more on Split Tenders, like how to void a payment, visit the Split Tenders support article.

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Pay Out Gratuity

One of a manager’s duties when the restaurant closes is to pay out credit card gratuity. Run a shift report to see how much each employee is due and perform a payout to balance the drawer.

Shift Reports

Servers can run their own shift report to see how much gratuity they are owed. Or, as described below, a manager can check each person’s totals.

  1. Tap 'Shift Report' on the Control Panel.
  2. Tap 'All Employees' and pick an employee to view their individual report.
  3. Press 'Print X Report' or 'Print Z Report' to print the report to a connected receipt printer.

    Or, scroll down to view the gratuity amount on screen.

Need to reprint a shift report from a previous date? Visit the X and Z Reports support article.

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Gratuity Payouts

Perform a gratuity payout to record whenever you remove money from the till to pay employees. This balances the drawer so there is no cash variance when you close the shift.

  1. Tap 'Pay In / Payout' on the Control Panel.
  2. Select 'Non-Cash Gratuity'.
  3. Enter the amount to pay out and press 'Continue'.

    This screen displays the total gratuity collected by all employees.

  4. Enter a comment (optional), tap 'Done', and remove the amount from the drawer.

Check out the Pay Ins and Payouts support article to learn about the other types of payouts.

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