Tabs
A tab keeps a customer's orders open so they can pay once at the end, or in parts. It's built for bars and restaurants, and useful anywhere a customer runs up a bill.
Turn on the Tabs app under Settings›Apps if you don't see it.
Open a tab
- Ring up the first order as usual.
- Tap Charge $… and choose Add to tab.
- Pick an open tab, or enter a New tab name (optional) and tap Create.
- Ring up the first order in the Register.
- Click Charge $… and choose Add to tab.
- Click an open tab, or type a name under New tab and click Start tab.
To open an empty tab first, go to Open tabs, click New tab and then Start tab.
- Ring up the first order in Register on the POS tab.
- Tap Charge and choose Add to tab.
- Tap an open tab, or type a name under New tab and tap Start tab.
To open an empty tab first, tap Open tabs on the POS tab, tap New and then Start tab.
Leave the name blank and the tab is numbered for you. Numbers start again each business day.
Add rounds
Each time you send another order to the same tab, it's added as a new round. The tab shows every round, with what's been paid and what's Remaining. On the web and in the phone app, Add a round on the tab takes you to the register to ring it up.
Work with a tab
Open Tabs and tap a tab to:
- Move a round to another tab, or tap Start new tab then Create tab & move order to split it off
- Void a whole round, or tap Qty next to an item, set it to 0 and tap Void item (or tap ×)
- Add loyalty customer so they earn points, or Add member to apply membership benefits
- Apply discount to the whole tab
Go to Open tabs and click a tab to:
- Void a round: click the ⋯ next to it and choose Void this round
- Change an item: click the ⋯ next to it and choose One less, One more or Void item
- Add the customer's name and phone: click the ⋯ at the top and choose Customer
- Discount the whole tab: click the ⋯ at the top and choose Tab discount
Moving rounds between tabs and adding a loyalty customer or member are only on the Register.
Tap Open tabs on the POS tab, then tap a tab to:
- Void a round: tap the ⋯ next to it and choose Void this round
- Change an item: tap the item and choose One less, One more or Void item
- Add the customer's name and phone: tap More, then Customer
- Discount the whole tab: tap More, then Tab discount
Moving rounds between tabs and adding a loyalty customer or member are only on the Register.
Moving and voiding are only possible before the tab has taken any payment.
Take payment
Pay the full balance, or pay part of it to split the bill. Each guest can pay their share by card or cash, and the tab tracks what's left.
- Tap Make payment.
- Pay the full balance, or enter a smaller Payment amount ($).
When nothing is left to pay, close the tab with Close tab (no balance owed). If tipping is on, you can tap Collect a tip first to ask for one on the reader.
- Open the tab and click Pay $….
- Leave Amount to pay now blank to pay the whole balance, or enter part of it.
- Choose Pay on reader, Send to phone, Keyed card or Cash.
When the payments cover the balance, the tab closes by itself and shows Tab paid and closed.
- Open the tab and tap Pay $….
- Leave Amount to pay now ($) blank to pay the whole balance, or enter part of it.
- Choose Tap to Pay, Pay on reader or Cash.
When the payments cover the balance, the tab closes by itself and shows Tab paid and closed.
For a walk-out or a comp on the web or in the phone app, choose Close without paying from the tab's ⋯ or More menu. The tab closes with its balance unpaid.
Refund a tab
Refund each payment with the Refund link next to it in the list on the tab. A tab paid in one payment also shows Refund tab.
Open the closed tab from Open tabs (choose Closed), click Refund tab and confirm with Refund. Every payment on the tab is refunded. To refund one guest's payment on its own, use the Register.
Open the closed tab from Open tabs (choose Closed), tap Refund and confirm. Every payment on the tab is refunded. To refund one guest's payment on its own, use the Register.
See Refunds and voids.