Point of Sale Settings

These settings control how the Selflane POS runs at the iPad. They apply across every iPad signed into your business — for device-specific options, see POS > Settings on the iPad itself.

Choose a task

Printing — kitchen, expo, customer receipts, and receipt graphics.
Cash Discount — cash-discount and card-fee programs.
Payment — payment methods, card controls, and gratuity.
Reasons — cancellation and item-void reasons for the POS and Sales reports.
Tip Share — tip-out and pool rules by POS job.

POS Settings

Use the Settings tab for the daily-operation controls below.

The page groups settings into these areas:

Daily operation — clock-in, default party size, send/pay flow, business-day rollover.
Payment — payment methods, gratuity, cash-discount programs, vouchers, gift certificates, loyalty.
Service mode — Quick Service, To-Go types, waitlist timing.
Printing — kitchen, expo, customer receipt, and receipt graphics.

For first-time setup, work through Daily operation first (the defaults that affect every order), then Payment (so charges work), then Printing (so the kitchen sees orders), then Service mode (only if you run QSR / To-Go / Waitlist).

Daily operation

General

Day-to-day POS behavior across stations.

Start day — first day of your reporting week.
Start hour — time your business day rolls over. Orders before this hour count as the previous day.
Show items alphabetically in menu screen — sort menu items A–Z instead of by configured order.
Require clock in before making order — staff must clock in before taking orders.
Require photo in clock in — capture a camera photo at clock-in (deters buddy-punching).
Clock out anytime (before paying off all orders) — let staff clock out with open orders still on their name.
Use pre-authorization (Tabs) for credit card — enables card tabs at the bar.
Required modifier must be selected — block Send until required modifiers are chosen.
Pop dish editor only if item has a required modifier — show the modifier editor only when the item demands one.
Skip select seat for dine-in order — bypass the seat prompt when adding a dish.
Default party size — auto-fill guest count, or set to manual entry.
Don’t allow canceling online orders from POS (Back Office only) — lock cancellations to Back Office on iPad POS.
Hide fee & tip for online orders — hide fee and tip fields on online-order receipts.
Don’t allow exempt tax — disable tax-exempt transactions at the POS.
Use Send Order — enables a send-only flow (kitchen prints when staff taps Send).
Use Send & Pay order — enables pay-and-send flow (kitchen prints after payment).
Must pay off all orders before making a new order — force settlement before opening another check.

Send Order and Send & Pay order are mutually exclusive in practice — pick the one that matches your service style.

Cash drawer

How the POS handles cash, the starting float, and drawer counts. Review the results in Pay In/Out.

Use Settle and Drop — servers settle their cash at clock-out from their server report, and managers can drop cash from the drawer to the safe. Off by default.
Cash handling — where cash sales go:
- Servers keep cash and settle at clock-out (the default) — cash sales stay with the server, so they aren’t counted in the drawer.
- Cash sales go in the drawer; card tips are paid from it — cash sales count toward the drawer’s expected cash.
Drawer mode — when a drawer starts over:
- Fresh drawer each business day (the default) — each drawer starts each business day with the initial fund.
- Carry the balance until a counted reset — the drawer keeps running across days until a manager does a closing count on the POS.
Prompt for a reset after — carry-over only. Once a carry-over drawer has run this many days (1 to 31, default 14) without a counted reset, the POS reminds staff to reset it. A spot count doesn’t restart the clock. It never blocks sales or clock-outs.
Cash drawer initial fund — the starting cash in each daily drawer, and the default amount left in the drawer at a close. Default $150.
Station drawers — which drawer each POS station uses. Click Add station and enter a Station and Drawer number. Stations not listed use drawer 1. Each iPad picks its station in POS settings.

Turning on Settle and Drop, drawer cash handling, or carry-over needs every POS used in the last 30 days on Selflane POS 7.7.0 or later. The card lists any iPad that needs an update, and won’t save until they’re updated. An older POS ignores these settings and prints the wrong Deposit.

When any of these options is on, staff with Advanced Access see a Drawer button in Staff Self Service on the POS. They use it to take opening and closing counts.

Meal breaks

Set unpaid meal-break rules, including a minimum break length and time worked before a break, in Meal Break Settings.

Reports

Controls what the daily and shift reports include.

Use multiple shifts for daily operation — splits the day into shifts for reporting.
Use shift report by station — splits shift reports by station.
Use charges report by station — splits charges by station.
Use tip breakdown — show detailed tip composition.
Include zero-tip orders — include orders with no tip in tip stats.
Use discount breakdown — show detail on discounts and vouchers used.
Use per person sales report — adds per-guest sales metrics.
Tip cc processing fee apply to employee — fee percentage to deduct from tip totals before reporting them.

What the POS prints

Choose which sections each report shows on the POS. For example, a shift lead can print drawer cash and tips without sales. The pick applies to every iPad, whoever prints the report. Reports in the Back Office always show everything.

Pick a tab — Server report, Store report, or Product mix — then choose:

Default — the POS prints the report as it always has.
Custom — the POS prints only the sections you tick. Use Select all or Clear to change them all at once. Tick at least one section. Ticking every section is still Custom: it prints the full sections, which have more lines than the Default report.

Click Save to save the tab you’re on. Only the business owner can change this card. Other users see it read-only.

The Print preview shows the report for a day you pick, at 32, 42, or 48 characters wide, so you can match your receipt printer.

In Selflane POS 7.9.0 or later, the POS follows a Custom pick. A Custom server report always uses the Grouped view, even on an iPad set to Classic. An older POS can print a Custom server report or product mix with blank or zero figures, and it still prints the full store report. Update every iPad before you save Custom, or switch back to Default to undo.

Payment summary

Methods

Which tenders the POS accepts and how each behaves.

Credit Card — generic credit-card payment.
Stripe — payments through a paired Stripe Reader or Tap to Pay; see Stripe Terminal.
External Card — a card processed outside Selflane (record-only).
Check — paper check.
Gift Certificate — paper certificate redemption (configure types under Gift).
Debit Card (only for bypass the surcharge) — debit-only tender, used when a surcharge program excludes debit.
Penny Round and Round at — round totals up or down to the nearest selected cents.
Custom Methods — add, remove, and reorder custom tenders (e.g., gift bags, employee comp).
Maximum card payment amount — cap the value of a single card charge.
Manager approval for voiding after payment — require a manager passcode to void a payment more than the configured number of minutes after capture.

Gratuity

Tip behavior at checkout and on the iPad’s tip-adjust screen.

Allow gratuity — show a tip prompt on supported tenders.
Include tax in calculation — base tip suggestions on the post-tax total.
Use auto gratuity — apply a forced gratuity for parties above a threshold.
Number of guests threshold — minimum guest count to trigger auto gratuity.
Auto gratuity percentage — the auto gratuity rate.
Use extra gratuity — allow staff to add a secondary tip line.
Use gratuity suggestions — show tip-percentage suggestions on the customer-facing screen.
Suggestion Style — Compact (just percentages) or Informative (percentages plus dollar values).
Tier 1/2/3 names and percentages — three suggestion buttons (e.g., Good 18%, Great 20%, Wow 22%).
Use front-display tip screen — present tip selection on the customer-facing display.
Default tip rate — pre-selected suggestion when no choice is made.
Suggested choices — the tip percentages shown as buttons on the front-display tip screen.
Dollar tip threshold — for orders below this amount, the front-display tip screen offers $1, $2, $3, 10%, 15%, and 20% instead of your suggested choices. Set it to $0 to always use your suggested choices.
Separate server & kitchen tip — split tips between front-of-house and kitchen.
Sharing rate with kitchen — percentage of tip allocated to kitchen.
Sharing options — pooling rules for kitchen tip share.

Cash Discount and Surcharge

Programs that price cash and card differently. Check local legal and card-network rules before enabling.

For program setup, see Cash Discount.

For setup steps and program choices, see Cash Discount.

Program — choose No discount/surcharge, Dual pricing, True-cash discount, Surcharge, Service fee, Convenience fee, or Non-cash adjustment.
Percentage — rate applied by the selected program.
Exempt Gift Cards — exclude gift-card tenders from fee/adjustment logic.
Print Both Prices on Receipts — applies in dual-pricing flow only.

Custom Discount Names

Set the discount labels staff see on the order screen. Add, rename, reorder, and delete the names. The discount math is configured separately in Discounts.

Gift Certificates

Configure paper gift-certificate types redeemable in the POS.

Name — label shown at checkout.
Require ID — force ID verification on redemption.
Add, reorder, or delete certificate types as needed.

For eGift cards sold online, see Gift Cards.

Loyalty

Controls the customer-facing loyalty signup experience at the front display.

Use sign up in front-facing display — let customers enroll in the Member Program from the customer-facing screen.

Service mode

Quick Service

Settings that apply when an iPad is in Quick Service mode.

Require tag number — staff must enter a tag (order number, name) before opening the menu.
Tag name — what to call the tag in the prompt (e.g., Order #, Name).
Allow tipping — present tip suggestions on QSR orders.

Custom To-Go Types

Define the to-go order types staff pick from on the POS.

Name — type label (e.g., Phone, Walk-in, Curbside).
Use auto close — close orders of this type with the ExCard flow automatically after payment.
Add, reorder, or delete types as needed.

Waitlist

Timing controls for the host-stand waitlist.

Use waitlist — enable or disable the waitlist feature in the POS.
Next Table — estimated minutes to the next table.
Gap — minutes between party calls.

Printing

Printing splits into four areas — kitchen tickets, expo tickets, customer receipts, and receipt graphics.

Kitchen tickets

Head space and Font size — physical formatting of the kitchen ticket.
2nd / 3rd / 4th Kitchen Name — secondary station labels printed on the ticket header.
Print both languages — print the customer-facing item name plus the kitchen name on each line.
Use graphic mode — print in graphic mode rather than text mode (slower but supports more characters).
Auto print to bar — automatically route bar items to the bar printer.
Print total price — include item totals on the kitchen ticket.
Organize modifier’s subchoices — group sub-modifiers together under their parent.
Print seat number — include the seat the dish was assigned to.
Print customer phone and address — include contact info on Pickup and Delivery tickets.
Print a copy of all items to the main kitchen printer — duplicate every line to the main kitchen printer regardless of routing.
Only print to kitchen after payment (used in Pay & Send) — defer kitchen print until payment captures.

Expo tickets

Use expo print — turn on a separate expo ticket.
Order types — which order types route to the expo printer (Pickup, Delivery, Dine-in, Curbside, Drive-thru).
Use packed line — print a “packed” checklist line on expo tickets.

Customer receipts

Print receipt on charge — auto-print a customer receipt on every charge.
Print when tip adjusted on the front-facing display — re-print after tip adjustment on the customer screen.
Auto print receipt for To-go orders — always print a receipt for to-go orders.
Auto print receipt for online orders — print a customer receipt with each online order the POS auto-prints. On by default. Clear it to print only the kitchen ticket. Works in Selflane POS 7.8.3 or later. Earlier versions ignore this setting and always print the receipt.
Auto open drawer in cash payment — pop the cash drawer on cash tender.
Allow any staff to open the drawer — disable the role check on the manual Open Drawer action.
Print items in the restaurant copy — list ordered items on the restaurant’s receipt copy.
Print modifiers by line — print each modifier on its own line (instead of inline).
Print modifier prices — show the price of each priced modifier on the receipt.
Print zero-priced items — include items priced at $0 (e.g., free-with-purchase items).
Group same items — collapse identical items into one line with quantity.
Print order QR code — print a QR code customers can scan to view the order online.
Print Selflane.com at the bottom of the receipt — adds the Selflane URL to the receipt footer.
Bottom message — free-text footer message on every receipt.

Receipt graphics

Upload or delete the Business logo that prints at the top of receipts.
Upload or delete the Bottom messages image that prints at the foot of receipts.