Calculations for Terminal Roles in Connect for Appetize

Description: Review Calculations for Terminal Roles below.

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1. Log in to Connect and select Options from the left-side menu. 
2. Select Terminal Roles from the Options menu.
3. Search for and select the Terminal Role to edit.
4. Select the Calculations tab.
   
   
   
   
5. Select the Pencil icon to make mass changes.
6. Select the green checkmark in the upper right corner to save any changes.  
7. For additional configuration options, please see Terminal Roles.

Fee

• Convenience Fee: Enable to apply a convenience fee to each order automatically.
• Fee Type: Select from Flat or Percentage.
• Fee Amount: Enter the fee amount to be applied to the fee type selected.
• Fee Name: Name to display on the receipts and order details. 
• Fee Rounding: Enable to round the fee amount. 

Tip

• Tip Enabled: Enable to allow tips
• Tip at Charge: Enable to Tip at charge or Disable to tip at signature.
• Tip Percentage: Enable for tips to be a percentage. Disable to use flat rate tips.
• Tip Limit Percentage: Enter the percentage amount if there is a tip limit
  • Ex. the tip cannot exceed 100% of the order total.
• Custom Tip 1 Amount: Custom Tips are preset tip amounts that can be selected from Activate when closing a transaction.
• Custom Tip 2 Amount: Custom Tips are preset tip amounts that can be selected from Activate when closing a transaction.
• Custom Tip 3 Amount: Custom Tips are preset tip amounts that can be selected from Activate when closing a transaction.
• Custom Tip 4 Amount: Custom Tips are preset tip amounts that can be selected from Activate when closing a transaction.
• Default Custom Tip: Select one of the four preset tips to apply by default.
  • This is an optional feature.
• Require Pending Tip Confirmation: Whether or not a confirmation will appear when closing a check/tab with a $0 tip amount.
• Adjust Tip Allowed:  Enable to start a timer after adding tip to allow time to adjust if it was entered incorrectly.
• Delay Minutes for Adding Tip: Set the number of minutes a user will have to adjust a previously entered tip amount before the transaction finalizes.

Tax

• Allow Tax Exempt: Enable to add an order level tax exempt button in Activate.
• Validate Tax Exempt: Enable to require manager approval for a tax exempt transaction.
• Allow Fee Exempt: Enable to add an order level fee exempt button in Activate to allow users to perform a fee exempt transaction. 

Rounding

• Rounding: Enable to access additional options. 
• Rounding Type: Round up, Round down, Commercial, Round up for charity
  • Commercial: Less than half the increment rounds down while greater than or equal to half the increment rounds up.
  • Round up for charity: This allows customers to round up their order to the nearest whole dollar amount. The difference is generally donated to the specified cause. 
    • Round Up for Charity/Donation will automatically set Rounding Interval to 1.00 
    • Note: This option is no longer supported in Classic Activate. 
• Rounding Interval: Select .01, .05, .10, .25, .50, or 1.00.
• Rounding Payment Type: Cash or all tenders.

Note: * Items are Activate Classic features that are not currently supported in Enterprise versions.