Open Checks

Checks are like tabs that allow a sale to stay open until ready for payment. Save a customer’s order as an open check, modify the check to continue the order, and close it out when it’s time to pay.

Watch our Open Checks video below:

Open Checks

Table of Contents

Save a Check

Saving a sale as an open check suspends the transaction until the customer is done ordering & is ready to pay.

  1. Add some items to the Transaction screen and tap ‘Save’.

    If starting from the Checks screen, tap the + to get to the Transaction screen.

  2. (optional) Enter a new name for the check.

    By default, the check’s name is set to the name of the customer tagged to the sale.
    If no customer is selected, the name defaults to Walk-in plus the current time.

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    If using the iDynamo card reader, swipe a credit card to automatically assign the cardholder’s name to the check.
  3. Tap ‘Save’ to confirm.

    Kitchen tickets automatically print for any items assigned to a ticket printer.

If you have questions about saving or managing checks, visit our Register FAQ.

View Open Checks

The Checks screen displays all open checks currently saved on the register. By default, checks do not sync from one register to another register unless Serverless Sync™ is enabled.

***Open checks can be viewed only at the register and are not available in BackOffice.

  1. Open the Control Panel and select ‘Checks’.
  2. (optional) Tap ‘All’ or ‘Mine’ to filter the Checks screen.

    All | Displays all checks saved on the register.
    Mine | Shows only checks belonging to the employee signed in.

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    From top to bottom: employee assigned to the check, check total, check name, order status, and duration.

  3. Tap a check to view its order, modify it, or close it out.

Having trouble viewing saved checks? Visit our Checks Screen Troubleshooting guide for help.

Modify a Check

From adding extra items to voiding canceled ones, here are a few ways to modify saved open checks.

Add Items

When a customer orders more, follow these steps to add items to their check and save the changes.

  1. Select a check on the Checks screen.
  2. Add some additional items to the sale.
  3. Tap ‘Save’ to save changes to the check.

    Kitchen tickets automatically print for any new items assigned to a ticket printer.

    After saving the check, the Checks screen updates with the new total.

Void

If someone cancels their order, perform a void to discard all or part of a check without payment. Voids always require manager approval if performed by a cashier.

  1. Select a check on the Checks screen.
  2. To void a line item, swipe right to left and tap ‘Void’.
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  3. To void the entire check, tap ‘Void’.
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  4. (optional) Enter a manager code and tap ‘Void’ to authorize the void.

    This is only required if a cashier attempts the void.

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A void ticket prints for items assigned to a ticket printer to let staff know not to make those items.

Rename

Maybe a customer changes tables or a cashier misspells their name. Whatever the case, you can rename checks directly from the Transaction screen.

  1. Select a check on the Checks screen.
  2. Tap the name of the check.
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  3. Enter a new name and tap ‘Save’.

Need to split or merge checks? Visit the Split, Merge, & Transfer support article to learn about more ways to modify checks.

Close a Check

Once a customer finishes ordering, close out their check to process its payment and remove it from the Checks screen.

  1. Tap a check on the Checks screen.
  2. Select the customer's payment tender.

    If you need help processing the payment, visit our Running Sales at the Register article.

  3. Select an option for receipt (optional) and tap ‘Done’.

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