Taking Payments

Step 1: When you are ready to accept payment, ask if the customer will be paying with Cash or a Card.

Step 2: If the customer is paying with a Card, Press CARD:

If the customer is splitting the payment between a card and cash, enter in the amount the customer will be paying on the card, then alert the store of the cash payment:

Step 3: Click “Pay.” 

Instruct the customer to insert their card into the card reader. Once the payment has gone through, a checkmark with a “successful” status will appear. Inform the customer their receipt will print out shortly.

If the customer is paying all or partly with Cash, inform them someone will arrive shortly to take their payment. Make sure to inform the store by adding a note: “Cash” or “Cash payment” plus your station. 

Example: Cash, FC 

Very important: DO NOT select cash payment as this will open the cash drawer! The in-store staff has to take cash payments.

“What should I do if a customer has a Fundraiser Certificate, coupon, discount, etc.?”

• The process for coupons and discounts will vary by restaurant! Please ask the CSS team or refer to your training materials for how to deal with each one.

“What if the customer would like to split the payment between multiple cards or cards and cash?”

• No problem! The only thing you will do differently is type the amount to be charged to each card. For example, if 2 people want to apply $10 cash, then split the remainder of a $50 check:

1. Mentally deduct the $10 (DO NOT apply the cash payment yet- the in-store staff has to do this)- leaving $40. Divide by 2. 
2. Type in $20 and run the first card. 
3. Type in $20 and run the second card.
4. You will have a $10 balance. You can now inform the store that you have a cash payment.

If the payment is declined or unable to process...

• If the payment is declined, ask the customer to insert their card again. If the payment is declined once more, ask the customer if they can pay with a different card or a different form of payment. If they do not have another form of payment, ask if they would like to contact their bank or credit card provider. 
• You may be able to see the reason for the decline:

• If there is no reason listed or a general processing error, contact the CSS team or ask the store to verify that the card reader is connected and that everything is working properly.

To check if the payment was successful:

• On the card payment pop-up screen, you will be able to see the status of the payment:

• If you need to check a past/open ticket, you can check to see if the balance is paid or unpaid by expanding the ticket’s details. The total amount will be highlighted in red or green. Red means it has NOT been paid yet, and will be accompanied by “Unpaid” and a balance. Green means the order has been paid for, and the balance should say $0.00.

• Pickup Orders
• Retrieve/Modify Orders