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Bar Tab Procedures

A bar tab is an order that remains open for the duration of a visit. This provides the ability to add more items to the order as they are requested.

The order destination typically assigned to this type of order is Bar Tab.

Open Bar Tab

To open a bar tab:

  1. From the bottom of the screen, select Bar Tab.

  2. When prompted, swipe or insert the pay type in the payment device.

    • The guest's pay type is pre-authorized for a specific amount.

    • If the pay type is declined: Retry the operation, use a different pay type, or cancel the bar tab.

If the order total exceeds the original pre-authorized amount, the pay type is automatically pre-authorized again to ensure sufficient funds.

Remove Pre-Authorized Pay Type

To remove a pre-authorized pay type:

  1. From the Summary section of the Order Entry screen, select the pay type.

  2. Select Remove Payment.

Close Bar Tab

Close a bar tab using one (1) of the following methods:

Pre-Authorized Pay Type

To close a bar tab with the pre-authorized pay type:

  1. From the Open Orders screen (or List View), select the order.

  2. From the Actions menu, select Pay.

  3. From the Tender screen, select Close Tab.

    • The order is listed in "Awaiting Tip" status.

    • Two receipts print: one for the guest and one for the merchant.

  4. Select the order to apply tips (if applicable).

Different Pay Type

To close a bar tab using a different pay type:

  1. From the Open Orders screen (or List View), select the order.

  2. From the Actions menu, select Pay.

  3. From the Tender screen, select the pay type.

  4. Apply the order total to the pay type.

    • The order is listed in "Awaiting Tip" status.

    • Two receipts print: one for the guest and one for the merchant.

    • The pre-authorized payment is removed.

  5. Select the order to apply tips (if applicable).

Split Payment

To close a bar tab with the pre-authorized pay type and another pay type:

  1. From the Open Orders screen (or List View), select the order.

  2. From the Actions menu, select Pay.

  3. From the Tender screen, select the other pay type to use.

  4. Type the currency amount to apply to the pay type.

  5. Select the order again.

  6. From the Actions menu, select Pay.

  7. From the Tender screen, select Close Tab.

    • The remaining order total is applied to the pre-authorized pay type.

    • The order is listed in "Awaiting Tip" status.

    • Two receipts print: one for the guest and one for the merchant.

  8. Select the order to apply tips (if applicable).