Using the bar tab function, authorization, increments , and capture/close authorizations

Please review the below instructions and video link!

• How to Pay and Increment a Bar Tab in SoftPoint

  1. Open a Ticket with a Balance Due
     • Start by opening a ticket with a balance due.
  2. Select the "Pay" Option
     • Tap the "Pay" option to proceed with payment.
  3. Choose the Bar Tab Option
     • Select the bar tab option, which will automatically default to the current balance.
  4. Enter a Custom Amount (if needed)
     • If necessary, adjust the payment amount by entering a custom amount.
  5. Confirm the Payment
     • Review the payment details and confirm the payment.
  6. Leave a Tip (if setup for tips)
     • If tips are set up, you'll be prompted to leave a percentage tip. Confirm the tip amount.
  7. Proceed with Payment Authorization
     • Follow the prompt to authorize the payment.
  8. Add More Items to the Ticket
     • If you wish to add more items, simply add them to the ticket, which will increase the balance.
  9. Increment the Transaction
     • To increment the transaction, select "Details", then choose "Increment".
  10. Increment the Remaining Balance (if needed)
      • Increment the remaining balance as required.
  11. Skip Tip Option (if no additional tip is needed)
      • If you don’t want to add another tip, simply skip that option.
  12. Increment Without Re-swiping the Card
      • You can increment the card without needing to swipe it again.
  13. Print Another Receipt (optional)
      • You can choose to print another receipt for each increment if desired.
  14. Verify the Card and New Total
      • Ensure the card has been successfully incremented, the new total is calculated, and the balance is zero.
  15. Close the Tab
      • When ready, select "Close" to finalize the tab.
  16. Confirm the Final Amount
      • Confirm the amount to close/capture and review the tip amount. Adjust it if needed to the desired amount.