Configuring Tips

This section describes the features related to the application and processing of customer tips (gratuities).

Configure Customer-Facing Tip and Signature Capture Screens

Configure the Ordering application to open the following customer-facing screens during the tender process when particular pay types are used:

  • Suggested tip options (including "No Tip")

  • Signature capture where the customer signs their name using their finger to authorize their payment and tip

To configure customer-facing tip and signature capture screens for a payment type:

  1. From the Xenial Portal, select Data Management.

  2. From the Back Office Settings menu, select Payments.

  3. Select Payment Type.

  4. From the homepage of the Payment Type editor, select the payment type (e.g. Credit Card, Debit Card) to configure.

  5. From the General section of the payment type record, select the following options:

    • Allow Tip - Enable customers to add a tip to their order when using this payment type to tender an order.

    • POS Onscreen Tip - Open the customer-facing tip options screen when this payment type is used to tender an order.

    • POS Onscreen Signature - Open the customer-facing signature capture screen when this payment type is used to tender an order.

    • (Optional) Combine Tip and Signature screens - Combine the tip and customer signature functions on the same screen. If this option is NOT selected, the tip and customer signature functions are displayed on separate screens.

Nota

The cashier turns the terminal monitor around to face the customer enabling the customer to select a tip and sign their name. If the customer's signature was already captured by the payment device, the signature capture screen is not opened.

To configure this feature for a payment type scheme:

  1. From the Back Office Settings menu, select Payments.

  2. Select Payment Type Scheme.

  3. From the homepage of the Payment Type Scheme editor, select the payment type scheme to configure.

  4. From the General section of the payment type scheme record, select the following option:

    • Enable Order Tips - Enable customers to add a tip to their order during the tender process. This ability is provided for all payment types included in the payment type scheme.

Configure Tip Suggestions for Customers

Configure the Ordering application to provide tip amount suggestions to the customer during the tender process. The tip suggestions are determined by the order total and the assigned order destination.

For example, provide tip suggestions of 10%, 15% and 20% for any Carry Out order that is $20 or less.

"No tip" and "Custom" suggestions are also provided. This enables the customer to leave no tip or specify their own tip amount.

Tip amount suggestions for each order destination and order total range are configured as a tip group.

To configure a tip group:

  1. From the Xenial Portal, select Data Management.

  2. From the Ordering Settings menu, select Settings.

  3. Select Tip Groups.

  4. Select New Tip Group.

  5. From the General section, define general settings about the tip group.

    • In the Name field, type a name to identify the tip group.

    • Set the Active toggle to Active if the tip group is available for use at the site.

    • Multi-site users: Select the globe icon located to the right of the field to define values for each site.

  6. From the Destinations section, identify the order destinations to associate with the tip group.

    • Select Add Items.

    • From the Add Items window, select the order destinations.

    • Select Add [#] Items.

  7. From the Tip Levels section, define the order total ranges to associate with the tip group.

    • Select Add Tip Level.

    • In the Amounts Below field, type the maximum order total threshold for the tip group. The tip suggestions are displayed to the customer for any order total that is equal to or less than this amount.

    • Select Add Option.

    • Select the Tip Options field (double-click if necessary).

    • In the Tip Options field, type the suggested tip value as either a percentage of the order total or a fixed amount.

    • From the Type dropdown menu, select Percent if the Tip Options value is a percentage or Fixed Amount if the value is a fixed dollar amount.

  8. Repeat step 7 to add up to three tip options for the tip group.