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Using TSYS Swipers

Print

Chapter 1. Accepting Credit Card Payments via a Swiper (Sign on Screen)

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1. From your Register screen, tap Checkout.

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2. From the Checkout screen, tap Credit Card.

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3. Slide the credit card through the reader.

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4. Tap Pay in Full. Do not include tip. Alternatively, if the customer only wishes to pay a portion of the full amount, enter the amount the customer wishes to charge to the card and tap Charge.

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5. If you set up TouchBistro to accept on screen sign-ons (Quickserve), you will be prompted to pass the iPad to the customer. Tap Continue.

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6. TouchBistro will present the customer with tipping options. Instruct the customer to select a tip and tap Done when ready.

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7. TouchBistro will present the customer with a sign on screen box. Instruct the customer to sign with the tip of their finger or an iPad compatible stylus in the white box.

8. Tap Done to process the checkout.

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9. After the bill has been paid in full, TouchBistro will prompt you to close the table.

10. Tap one of the receipt options.

Chapter 2. Accepting Credit Card Payments via a Swiper (Sign on Slip)

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1. From the Checkout screen, tap Credit Card.

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2. Slide the credit card through the reader.

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3. Tap Pay in Full. Do not include tip. Alternatively, if the customer only wishes to pay a portion of the full amount, enter the amount the customer wishes to charge to the card and tap Charge.

4. Retain the iPad, do not pass it to the customer, and tap Pay in Full. Do not include tip. Alternatively, if the customer only wishes to pay a portion of the full amount, enter the amount the customer wishes to charge to the card and tap Charge.

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6. Close the table. In a sign-on-slip workflow, you typically presented the customer with the guest check already so you might close the table by tapping Close table (No Receipt).

7. TouchBistro will print your credit card receipts to the receipt printer.

9. Present the receipt to the customer for signing and inclusion of a tip.

Important: If a tip is entered on the printed receipt, TouchBistro has no way of knowing the full amount that needs to be charged to the card (bill total + tip). The server (or a manager or admin) needs to reconcile tips entered on the printed receipt with the bill total recorded as paid in TouchBistro. See Reconciling Tips Written on Receipts (Managers and Admins) for information on how to reconcile and get the full amount properly charged to the card.

Section 1. 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.

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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.

Additionally, you can enter the bill’s authorization number or the last four digits of the credit card number in the search field and find any bills that match the entered number pattern.

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.

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

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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.

1) 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.

1. Tap Orders.

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

3. Tap the Information chapter4image019.png icon associated with the payment and then tap Adjust Amount.

4. Enter the correct amount and tap Done.

5. Tap Done.

5. If you examine the closed bill, the tip has been adjusted.

Chapter 3. Using Hosted Pay

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1. From the Checkout screen, tap the Information setupmerchantimage036 Setting Up and Using Cayan icon next to Credit Card.

2. Tap Charge Using Hosted Checkout.

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3. Tap Pay in Full. Alternatively, enter a lesser amount and tap Charge. If you enter an amount higher than the bill amount (pay in full amount) the excess will be treated as a tip.

4. Enter the credit card details and tap Submit.

Chapter 4. Credit Card Refunds, Voids, Returns, or Reprints

If you need to void a credit card payment, perform a credit card return, or reprint a slip for signing, revisit the bill’s payment.

Section 1. Refunding a Bill before you Close Your Day

1. From your floor plan, tap Orders.

2. Tap the bill you wish to refund and tap the More button. Tap Refund Sale.

3. After tapping Refund Sale, TouchBistro creates the refund sale invoice under Bar Tabs. So tap that.

4. The refund sale invoice is automatically named after the bill number of the refunded bill. Tap it and tap Edit Order to open it (or right swipe on the order).

5. When you open the refund sale invoice, you will notice all items in the refunded bill are negative quantities. If the items have programmed mandatory modifiers, ignore the warning. If the refunded items are inventoried, TouchBistro returns the inventory count. As well TouchBistro correctly calculates the refunded tax. Tap Checkout to close out this refund invoice.

6. Tap the Integrated Refund option.

7. Enter the Authorization code from bill you are refunding. The authorization code is printed on the credit card receipt and the guest check.

8. Close the sales refund invoice.

9. Your end of day will properly reflect the original bill and the matching refund. In the example pictured above, we’ll assume we had one order for the day and we also refunded it. We can see the order is matched with an equal but negative refund. It nets out to $0 sales for the day.

Section 2. Performing a Refund for a Bill from a Previous Day

If you need to refund a bill from a previous day, it will no longer be found under the Closed Bills tab. Use the Bill / Guest Check History option.

1. Tap Admin | Bill / Guest Check History.

2. Use the date/time wheels to set a search range based on the date/time the bill was paid. Tap Refresh.

3. Locate the bill in the search results and tap it.

4. Tap Refund Sale.

5. From your floor plan, tap Orders.

6. Tap My Bar Tabs.

7. Locate the refund sale invoice. The refund sale invoice is automatically named after the bill number of the refunded bill. Tap it to open it.

8. When you open the refund sale invoice, you will notice all items in the refunded bill are negative quantities. If the refunded items are inventoried, TouchBistro returns the inventory count. As well TouchBistro correctly calculates the refunded tax. Tap Checkout to close out this refund invoice.

9. Tap the Integrated Refund option.

10. Enter the Authorization code from the bill you are refunding. The authorization code is printed on the credit card receipt and the guest check.

11. Close the sales refund invoice.

Section 3. Processing a Void

TSYS uses a batch system. Money is not deposited into your merchant account until the batch is submitted. This has the advantage of allowing you to void transactions before they get submitted. It can be helpful if you have correct an error (for example, the customer used the wrong credit card). The advantage of using a void is no transaction is registered on the customer’s credit card report. Voids can only be performed as long as you have not submitted your batch. After a submission, you need to refund a purchase to correct any error.

In the example image above, imagine we’ve done one transaction so far for the day. If we examined our batch (Admin | Payment Gateway Options), we would see that transaction (plus any tip left) in the batch. Until you tap Batch Close, you still have the opportunity to void that transaction. To void:

1. Tap Orders.

2. Tap the Closed Bills tab, tap the closed order you wish to void, tap More, and then tap View/Edit Payments.

3. Tap the Information https://cdn.touchbistro.com/wp-content/uploads/2014/11/chapter4image019.png icon associated with the payment and then tap Void Payment.

4. You will be given a warning. After acknowledging the warning, you will see your payment is now gone. Tap Done. At this point the payment has been deleted from the batch. There is no way to get it back.

5. You are returned to the Close Bills tab. Although you voided the payment, the void does not delete the closed bill. It just removes the integrated payment. If you were to close your day at this point, you would have $90.40 in sales but no matching payment. You need to balance this voided bill with a non-integrated refund.

6. Tap the voided bill, tap More, then tap Refund Sale.

7. After tapping Refund Sale, TouchBistro creates the refund sale invoice under Bar Tabs. So tap that.

8. The refund sale invoice is automatically named after the bill number of the refunded bill. Tap it and tap Edit Order to open it (or right swipe on the order).

9. When you open the refund sale invoice, you will notice all items in the refunded bill are negative quantities. If the items have programmed mandatory modifiers, ignore the warning. If the refunded items are inventoried, TouchBistro returns the inventory count. As well TouchBistro correctly calculates the refunded tax. Tap Checkout to close out this refund invoice.

10. Do not tap Integrated Refund option at this point. Close this refund invoice using the Non-Integrated Credit Refund option.

11. Select the card type you voided. For example, if you voided a Visa transaction, tap Visa.

12. Tap Full Refund.

13. Close the sales refund invoice.

14. If you were to return to your Closed Bills tab, you’d see your original closed bill and the negative refund that balances out the void.

15. Similar to a refund, if this was the only transaction you did for the day, your sales would be properly balanced out to zero.

16. As well if you examined your batch, you would find it empty (or less the bill plus tip amount if there were additional, non-voided charges).

Section 4. Doing a Manual Refund

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

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2. Tap the Closed Bills tab, tap the closed order you wish to manually refund, tap More, and then tap View/Edit Payments.

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3. Tap the Information setupmerchantimage036 Setting Up and Using Cayan icon associated payment and tap either Perform full Credit Card Refund or Perform Partial Credit Card Refund. The return will appear on the credit card bill and can be performed if you’ve submitted a batch.

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4. Enter the amount and tap Refund.

5. Confirm you want to process the return.

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6. Unlike a void, a manual refund will submit both the original charge and the refund in the batch. A refund item may show up on the customer’s credit card statement if you use this option.

Section 5. Reprint a Credit Card Slip

If you need to reprint a credit card slip, see this guide for complete details.

Chapter 5. Create/Open Bar Tabs by Swiping Card

Bar tabs can be more quickly started if you enable Create/Open Bar Tabs by Swiping Card. If enabled, you can quickly populate the bar tab’s information screen with a swipe. The card holder’s name and the last four digits of the card are captured.

Section 1. Zero Auth Authorization

If you are using TSYS as your integrated payment provider, you can enable TouchBistro to obtain a TSYS “valid card” authorization when swiping to create a bar tab. After swiping the card to create the tab, TouchBistro will receive an authorization token that lets you process the card from the checkout without having to re-swipe the credit card when the patron wishes to close his/her bar tab.

It’s important to understand no pre-authorization (pre auth) is issued by TSYS. TSYS issues a “zero auth”. In other words, the swipe does not check if the cardholder has enough remaining credit limit to pay for the accrued tab. The charge may still be rejected at checkout. So you should retain the card even if you’ve enabled this zero auth option.

Section 2. To enable zero auth

1. Access Admin | Admin Settings | Payment Gateways and enable Create/Open Bar Tabs by Swiping Card.

2. You can ignore the Default Card Swipe Action option.

3. Tap TSYS’s associated Setup option.

4. Scroll down to the Advanced Settings area and enable Save card for payment when opening Bar Tabs.

5. When you enable this feature note the limitations and possible higher merchant fees for these kinds of transactions. You cannot use this feature with American Express cards.

6. Tap Save.

Section 3. Using Zero Auth to Start and Close a Bar Tab

1. Tap the Add + icon to start a bar tab. You cannot start a zero auth bar tab via the cash register or a table.

2. Tap Card Swiper to start the Zero Auth.

3. Swipe the card.

Note: to ensure the card is valid, Zero Auth will run a temporary $1 pre-auth transaction. This $1 transaction may take a few days to reverse or “fall off” the customer’s bill.

4. You will be returned to TouchBistro in a bar tab order screen. Complete the customer order per usual.

5. If you were to examine the bar tab’s Edit Info screen, you would see the card swipe or dip you used to start the Zero Autho has captured the name on the card as well as the last four digits of the customer’s credit card. You can use this information to link a held card with the patron at the bar.

7. When the patron is ready to pay, proceed to the checkout screen and tap the Charge Card payment option.

8. All Zero Auth charges will print as a sign on slip/pre auth. Give the customer and merchant copies to the patron to write in a tip and sign.

Chapter 6. Closing Your Batch

Follow these steps to close your batch via TouchBistro:

1. Login as an Admin or Manager.

2. Tap Admin or Options (if you’re logged in as a Manager profile).

3. Tap Payment Gateway Options.

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4. Tap Batch Summary.

5. Review the batch summary and tap Batch Close.

6. TouchBistro will prompt you your batch has been submitted successfully. Tap OK.

Chapter 7. Testing Your Setup

1. Scroll to the bottom of your payment setup page.

2. Tap Test Payment Gateway.

3. Tap Untested next to each feature you support and follow the on-screen prompts.

 

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