Applying Payments to an Open Check

Applying payments to an open check is performed on the Payments tab on the Restaurant Check screen or the Quick Sale screen.

The Payments tab in the Restaurant Check screen allows you to apply customer payments to the open check. Keep in mind, what selections you have for Payment Type and the fields required are determined by how the POS system is configured.

The Postings list on the screen provides the running total of the check. See the instructions below if you need to apply an automatic gratuity or discount to the check. Be sure to do this before accepting or applying payments for the check.

There are three ways to view an open check to apply a payment - these are each done from the Checks section of the Point of Sale Menu:

• Click the Create/Open Check command, and select one of your tables (listed in blue) from the Table list. Then select an open check from the Checks list on the left.
• Click Quick Sale and select one of the open checks listed in the Checks list on the left.
• Use the Open Checks command to see a list of open checks, and select one to view.

Click the Payments tab to activate it.

NOTE: You must click Post to apply each payment type to the check. This is particularly important if the payment is split between credit and cash or between immediate payment and charge to the room.

IMPORTANT: See the additional instructions below if you have one check being split between multiple paying parties (such as a group of four who all ordered on one check but who are each paying part of the check separately).

To apply payment to a check:

1. Click the Payments tab to activate it.
2. From the Payment Type list, select the type of payment being made. Your choices will typically include cash, various types of credit cards, and possibly charge to the room or direct bill.
3. The Amount text box shows the total amount owed on the check. Depending on the Payment Type selected, you may need to enter some or all of the following information regarding the payment:
   • For Cash Payment, enter the Amount Tendered and then click Post. The Change Due is automatically calculated.
   • For Direct Bill Payment, you will need to enter the A/R Account number to which the charge must be billed.
   • For any Credit Card payments, you may have a swipe machine that automatically completes the fields, or you may need to manually enter the information such as card number, expiration date, and CSC number.
   • For Charge To Room, you will need the room number to charge to, as well as any other information required by the system. This may include Guest Name or Group Name if the guest is part of a group folio.
4. Be sure to click Post once the payment type and associated information is entered. This applies the payment to the check.
5. One the check is paid, you can Print Receipt to provide to the customer.
6. When the balance on the check is zero, click Close This Check to close the check.

To apply split payments to a single check:

Recommended Practice:Apply credit card or room charge payments before applying Cash payments.

1. Select the Payment Type of the first payment.
2. Edit the Amount field to be the amount to be paid in the first payment.
3. Enter the other required information, determined by payment type.
4. Click Post to apply the partial payment to the check.

Repeat these steps until the check is at a zero balance and can be closed.