Donations on the CFD User Guide in Appetize

Description: Review the User Guide for Donations on the CFD below.

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Initial Release Version

Activate X 15.13.0
Connect 11.14.0

Recommended Use

This functionality can be used at both retail and F&B locations. It is recommended that a client choose either “Round Up” or configurable donations and not both. The system would support both but it could be a negative guest impact to ask them twice.

Connect Setup

Configuring the Donation as a Custom Fee

1. Select Custom Fees.
2. Select Create.
3. Enter a Name for the Donation. This will most likely be the “<Charity Name> Donation.”
4. Select the Class type “Donations”. There are certain settings on Custom Fees that will not be modifiable for Donations. If the class is set to “Donations,” you will see these grey out.
5. Select Save.
6. After the screen closes on Save, click the newly created Custom Fee to continue the configuration.
7. To allow guests to enter their donation amount, toggle the Custom Fee flag to Yes. This means guests can select Custom on the terminal and enter whatever amount they want to donate.
8. Enter the amount for the donation button and a display name. This is not displayed to the guest but will show in reporting.
9. You can configure up to three different donation amount buttons. Click Add Row to generate the three rows for editing.
10. Click Save Changes when done.
11. Add an image to display to the guest. Ideally, this would be a logo for the charity.
12. Assign the Custom Fee to the desired Vendors.

Configuring the Terminal Role to show the Donation

1. Select Terminal Roles.
2. Select the Terminal Role you wish to add Donations screen to.
3. Select Payment tab.
4. You can configure Donations to be shown for Cash or Credit transactions. Toggle to Yes to turn it on.

Activate X Guide

• Donations will be displayed to the guest on the customer-facing display once the payment method is chosen.

• Donations can only be applied once during a transaction. In the case of a split payment, if the first payer chooses to donate, the second payer will not be presented with the donation option.

• Donations are treated as a Fee in the Activate X system.

  • They will display as a line item beneath Fees on receipts and in the cart.

  • They will also be included in the total if tipping is turned on. Percentage-based tips will be calculated, including the donated amount.

• For example, if the order total is $15.00 and the guest chooses to donate $5.00 and then chooses a 20% tip, the tip amount will be $4.00.

As seen through the Activate X agent view: