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Using Your TouchBistro Payments Devices

Introduction

This guide will walk you through how to accept payments on your P400 and your V400M. Your devices should be set up to handle tips in one of two manners:

  • Accepting tips on the terminal
  • Allow customers to write tips in on the credit card receipt (known as a “pre-auth”)

Your tipping method and suggested amounts can be changed on your TouchBistro Payments portal.

Processing a Tip on Terminal Transaction

In this example, we have TouchBistro Payments set up to take a tip on the payment device. If you’ve set up for sign on slip on your merchant portal, see the next section.

1. To process a payment, tap Credit to process a payment with the payment device set to default or tap Checkout for additional options.

2. Tap Integrated Payment or tap the Information icon to access additional terminals you may have set up.

3. Tap Pay in Full or enter a lesser amount and tap Charge if you only want to pay a portion of the bill with the offered card.

4. TouchBistro will connect with the payment device.

5. The payment device prompts if you want to add a gratuity. Have the customer tap one of the options.

6. Insert, swipe, or tap the card when prompted.

7. The transaction gets approved and a credit card receipt is printed.

8. Return to TouchBistro. You can print an itemized guest check and close the bill or simply close the bill without printing the itemized guest check.

Processing a Tip on Receipt Transaction

In this example, we have TouchBistro Payments set up to print a merchant copy the customer can sign and write in a tip. If you’ve set up for tip on payment device on your merchant portal, see the previous section.

1. To process a payment, tap Credit to process a payment with the payment device set to default or tap Checkout for additional options.

2. Tap Credit Card or tap the Information to access additional terminals you may have set up.

3. Tap Pay in Full or enter a lesser amount and tap Charge if you only want to pay a portion of the bill with the offered card.

4. TouchBistro will connect with the payment device.

5. Insert, swipe, or tap the card when prompted.

6. The transaction gets approved and a credit card receipt is printed.

7. Return to TouchBistro. You can print an itemized guest check and close the bill or simply close the bill without printing the itemized guest check.

8. Have the customer sign the merchant copy and write in a tip.

Note: Ensure the customer signs the merchant copy. Failure to do so could result in a chargeback.

Reconciling Tips Written on Receipts

If the customer writes in a tip on the credit card receipt, the server or a user with a manager or admin passcode needs to access the closed bill and enter the tip.

1. From the floor plan layout screen, tap Orders.

2. Tap the Closed Bills tab.

3. Locate the bill with Tip Required. If you have a lot of closed bills, slide Only show if tip required to the green position to filter out bills not requiring tip reconciliation. To further aid you, the Closed Bills tab also displays the authorization details found on the credit card slip and the guest check. That is the credit card type used, the last four digits of the credit card. This information is only displayed on closed bills that need the pre-auth completed.

4. When you’ve located the bill, tap the bill.

5. Tap the listed payment’s cell area.

6. Enter the tip written on the receipt in the Tip field. Tap Process Card.

7. Verify you want to charge the credit card for the new amount and tap Yes.

8. You will see an approval message.

9. Repeat if the bill had multiple payments requiring the entry of tips.

10. If you tap on the bill, in the Print Preview, you will see the tip has been added to the final bill.

Correcting a Pre Auth Tip

If a tip written on a credit card slip was entered incorrectly, as long as the batch has not been submitted, you can correct the tip. Note: this feature is only available if the closed bill is still in the batch.

1. From the Closed Bills tab, tap the closed order you wish to correct, tap More, and then tap View/Edit Payments.

2. Tap the Information icon associated with the payment and then tap Adjust Amount.

3. Enter the correct tip and tap Save.

4. Access to this feature is only available to the Admin account and, typically, a Manager staff type.

Processing a Card Not Present Transaction

If you need to take a credit card order over the phone (for example, for a delivery/takeout order), you can use the Manual Entry option.

1. To process a card not present payment, tap Credit to process a card not present payment with the default payment device set to default or tap Checkout for additional options.

2. Tap Credit Card or tap the Information icon to access additional terminals you may have set up.

3. Tap Pay in Full or enter a lesser amount and tap Charge if you only want to pay a portion of the bill with the offered card.

4. Tap Manual Entry.

5. If you have tipping set up, the payment device prompts if you want to add a gratuity. Select any tip offered.

6. Enter the card number. Tap the Checkmark button.

7. Enter the expiry date. Tap the Checkmark button.

8. The transaction gets approved and a credit card receipt is printed.

9. Return to TouchBistro. You can print an itemized guest check and close the bill or simply close the bill without printing the itemized guest check.

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