In this article, you will learn how to configure the Open Tab feature. This feature allows customers to keep a running tab, making it convenient for them to add items throughout their visit without the need for immediate payment.
Note: When an order is opened with Open Tab, payment cannot be split at checkout.
Table of Contents:
📖 Tutorial
Open Tab Configuration
Click [Settings] on the POS homepage to enter the settings page.
Click [Open Tab Setting] at the bottom of the page to enter the open tab setting page.
Turn on [Enable Open Tab], then enter a number in the [Default Pre-authorization Amount] box.
Note: Banks may perform security checks based on spending amounts. Please do not set the pre-authorization amount too low, as this may trigger a fraud alert. We recommend setting an amount that is at least half of the average spend per table. For example, if the average spending per table is $200, we recommend setting the default pre-authorization amount to $100.
When the Open Tab feature is enabled, the Open Tab button will be displayed on the ordering page for both Table Service and Quick Service.
Table Service Ordering Page Display:
Quick Service Ordering Page Display:
Using Open Tabs
Click [Open Tab] to activate the feature.
Enter the customer's name and the authorized amount (up to a maximum of $99,999), then click [Next] to proceed.
Swipe the card.
After swiping the card, the Open Tab is successfully bound, displaying "TAB - customer name" in the upper-left corner and the authorized amount below the total amount for this order.
Table Service Ordering Page Display:
Quick Service Ordering Page Display:
After selecting items and clicking "Pay," you will enter the checkout interface where the authorized bank card information will be displayed. If the customer wants to change the credit card, simply swipe the new card. To add a tip, click on the credit card to open the tip payment window.
Choose tip amount, and click [Submit] to pay.
When using a pre-authorized card for payment in Table Service, do not print a confirmation order; only print the tip signing slip.