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Setting Up and Processing Tips at Point of Sale

This guide walks you through setting up and processing tips in Shortcuts.

Setting Up Tip Options

  1. Access Tip Settings

    • Navigate to the Setup Menu.

    • Select Configuration from the menu options.

    • Click Point of Sale under Sales on the left-hand side.

  2. Configure Tip Preferences

    • Enable Allow Tips by ticking the checkbox in the right column.

    • Choose additional options based on your preferences:

      • Allocate Tips to Employees: Allows tips to be assigned directly from the register.

      • Allocate Tips to the Business: Enables tips to be allocated to the business instead of employees.

      • Enter Tips When Clocking Off: Allows tips to be entered during employee clock-out.

      • Prompt Clients for Tips: Displays a prompt for clients to add a tip when paying by card.

  3. Set Tip Limits

    • Maximum Percentage Limit: Enter a percentage cap for tips based on the total sale.

    • Maximum Amount Limit: Specify a maximum dollar amount for tips.

  4. Save Changes

    • Press Done to finalize and save your configurations.


Processing Tips at the Point of Sale

  1. Add Tips to a Sale

    • At the POS screen, select the Tip Button.

    • Choose the employee to allocate the tip.

      • Default: Employee assigned to the sale items.

      • Optional: Select another employee using the filter or search function.

  2. Enter Tip Amount

    • Input the desired tip amount.

    • To allocate tips to multiple employees, repeat the process by clicking the Tip Button again.

  3. Complete Payment

    • Select the payment type.

    • Confirm the total amount.

    • Press End Sale to finalize the transaction.


Key Takeaways

  • Easily configure tip settings to meet your business requirements.

  • Allocate tips to employees or the business as needed.

  • Prompt clients for tips during card payments to enhance tipping opportunities.

  • Set limits on tips to maintain control over tipping practices.

  • Simplify tip processing directly from the POS system for accurate employee compensation.