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 a Bar Tab

When a Bar Tab is opened, the pay type (credit card or debit card) is pre-authorized for an amount specified by the system administrator.

To open a bar tab:

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

    • This button is available in both Open Orders and List View.

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

    • Once the pay type is pre-authorized, the Order Entry screen opens providing the ability to add items to the order.

    • 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.

If an additional pre-authorization attempt is declined, the following message appears: "Insufficient funds for additional pre-authorization." Do not add more items to the bar tab.

Remove a Pre-Authorized Pay Type

To remove a pre-authorized pay type from an order:

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

  2. Select Remove Payment.

Close a Bar Tab

The following describes the different methods for closing a bar tab.

Pre-Authorized Pay Type

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

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

  2. From the Actions menu, select Pay.

  3. From the Tender screen, select Close Tab.

    • The order is listed on the Open Orders screen (or List View) in "Awaiting Tip" status.

    • Two receipts print: one for the customer and one for the site.

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

Different Pay Type

It is possible to close a bar tab with a different pay type than the one used to open the bar tab.

To close a bar tab using a different pay type:

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

  2. From the Actions menu, select Pay.

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

  4. Apply the full order total to the pay type.

    • The order is listed on the Open Orders screen (or List View) in "Awaiting Tip" status.

    • Two receipts print: one for the customer and one for the site.

    • The pre-authorized payment is removed.

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

Split Payment

It is possible to close a bar tab with the pre-authorized credit card and a separate pay type.

To close a bar tab using a split payment:

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

  2. From the Actions menu, select Pay.

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

  4. Use the numeric keypad to enter the amount for the pay type.

    • The order total is updated accordingly.

  5. Select the order a second time.

  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 on the Open Orders screen (or List View) in "Awaiting Tip" status.

    • Two receipts print: one for the customer and one for the site.

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