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Back OfficeSettingsPoint of Sale

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: Compact or Informative
  • 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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