Point of Sale Settings
Use these settings to control how your POS runs during service, payment, printing, and reporting.
General
Use this card for daily POS behavior.
- Start day: First day of your reporting week.
- Start hour: Time your business day resets.
- Cash drawer initial fund: Default opening cash amount.
- Show items alphabetically in menu screen: Sort items A-Z.
- Require clock in before making order: Staff must clock in before taking orders.
- Require photo in clock in: Requires camera photo at clock-in.
- Clock out anytime (before paying off all orders): Allows clock-out with open orders.
- Use pre-authorization (Tabs) for credit card: Enables card tabs.
- Required modifier must be selected: Blocks send until required modifiers are chosen.
- Pop dish editor only if item has a required modifier: Shows editor only when needed.
- Skip select seat for dine-in order: Skips seat prompt.
- Default party size: Auto-fill guest count, or choose manual mode.
- Don’t allow canceling online orders from POS (back office only): Locks cancellations on iPad POS.
- Hide fee & tip for online orders: Hides fee and tip on related receipts.
- Don’t allow exempt tax: Disables tax-exempt transactions.
- Use Send Order: Enables send-only flow.
- Use Send & Pay order: Enables pay-and-send flow.
- Must pay off all orders before making a new order: Forces settlement first.
Report
Use this card to control POS report output.
- Use multiple shifts for daily operation: Enables shift-based operation.
- Use shift report by station: Splits shift reports by station.
- Use charges report by station: Splits charges by station.
- Use tip breakdown: Shows detailed tip data.
- Include zero-tip orders: Includes orders with zero tip.
- Use discount breakdown: Shows discount/voucher details.
- Use per person sales report: Adds per-guest sales metrics.
- Tip cc processing fee apply to employee: Fee percentage used in reporting.
Cash Discount And Surcharge
Use this card to set cash and card pricing behavior.
- Program:
No discount/surcharge,Dual pricing,True-cash discount,Surcharge,Service fee,Convenience fee,Non-cash adjustment. - Percentage: Rate applied by the selected program.
- Exempt Gift Cards: Excludes gift card tenders from fee/adjustment logic.
- Print Both Prices on Receipts: Available in dual-pricing flow.
Check local legal and card-network rules before enabling these options.
Payment
Payment settings include methods and gratuity.
Payment Methods
- Credit Card
- Stripe
- External Card
- Check
- Gift Certificate
- Debit Card (only for bypass the surcharge)
- Penny Round and Round at: Round totals by selected cents.
- Custom Methods: Add, remove, and reorder custom tenders.
- Maximum card payment amount: Max value per card payment.
- Manager approval for voiding after payment: Time-based approval threshold.
Gratuity
- Allow gratuity
- Include tax in calculation
- Use auto gratuity
- Number of guests threshold
- Auto gratuity percentage
- Use extra gratuity
- Use gratuity suggestions
- Suggestion Style:
CompactorInformative - Tier 1/2/3 names and percentages
- Use front-display tip screen
- Default tip rate
- Suggested choices
- Dollar tip threshold
- Separate server & kitchen tip
- Sharing rate with kitchen
- Sharing options
Custom Discounts
Set the discount names that appear on the POS order screen.
- Add discount names.
- Rename discount names.
- Reorder discount names.
- Delete discount names.
Gift Certificate Types
Set paper gift certificate types used in POS.
- Name: Label used at checkout.
- Require ID: Forces ID verification on redemption.
- Add, reorder, or delete certificate types as needed.
Printing
Printing settings are split into Kitchen, Expo, Customer Receipt, and Receipt Graphics.
Kitchen Ticket Printing
- Head space and Font size
- 2nd/3rd/4th Kitchen Name
- Print both languages
- Use graphic mode
- Auto print to bar
- Print total price
- Organize modifier’s subchoices
- Print seat number
- Print customer phone and address
- Print a copy of all items to the main kitchen printer
- Only print to kitchen after payment (used in Pay & Send)
Expo Ticket Printing
- Use expo print
- Order types:
Pickup,Delivery,Dine-in,Curbside,Drive-thru - Use packed line
Customer Receipt Printing
- Print receipt on charge
- Print when tip adjusted on the front-facing display
- Auto print receipt for To-go orders
- Auto open drawer in cash payment
- Allow any staff to open the drawer
- Print items in the restaurant copy
- Print modifiers by line
- Print modifier prices
- Print zero-priced items
- Group same items
- Print order QR code
- Print Selflane.com at the bottom of the receipt
- Bottom message
Customer Receipt Graphics
- Upload or delete Business logo.
- Upload or delete Bottom messages image.
Quick Service Mode
Use this card for QSR operation.
- Require tag number
- Tag name
- Allow tipping
Custom To-Go Types
Define to-go order types.
- Name: Type label in POS.
- Use auto close: Closes that type with ExCard flow.
- Add, reorder, or delete to-go types.
Loyalty Program
Control loyalty enrollment behavior in POS front display.
- Use sign up in front-facing display: Lets customers sign up from customer-facing screen.
Waitlist
Use this card to control waitlist timing.
- Use waitlist: Enables or disables waitlist.
- Next Table: Estimated minutes to next table.
- Gap: Minutes between party calls.
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