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
Tab name is always available for both Quick Service and Table Service under [Edit Order] tab on the POS ordering screen. You can add customer name to tabs for record keeping.
However, if you wish to keep credit card information on tabs, please navigate to Settings > Open Tab Settings from the POS home screen. Turn on [Enable Pre-Auth], 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.
Using Open Tabs
Without credit card pre-authorization enabled, open tab will only provide entry option for tab name.
If authorization is enabled, you can enter both 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.
You can view Open Tab orders separately under Order History.
