Description: Learn how to limit the maximum tip amount allowed for tips applied to Credit/Gift Card payments adjusted in the Tip Adjustment screen to prevent user errors. If a tip is above the Max Tip percentage limit, it requires a Manager to approve via PIN entry or Card Swipe.
Enable Limit for the Maximum Tip Amount
- Navigate to Manager > Settings > Business > Advanced and enable the toggle for "Maximum Tip Percentage Limit."
- Enter an amount for the maximum tip between 1 and 1000.
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Note: The default setting is Off/Disabled.
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Note: The default setting is Off/Disabled.
- Tap Save.
When the "Maximum Tip Percentage Limit" toggle is ON, and the setting value is within the range of 1 to 1000, any tip adjustment made by the user will be checked against the maximum value limit.
- If the tip amount is less than or equal to the threshold amount, then the tip will be applied to the payment.
- If the tip amount is greater than the threshold amount, then the POS will prompt for a manager PIN override:
Assign User Permissions for "Allow Maximum Tip Override"
- Navigate to Manager > Settings > Users > Employees tab.
- Select the Employee to apply the permission.
- Under Permissions, select the "+" (plus sign) to go the the Assign Permissions window.
- Select "Allow Maximum Tip Override" from the Not Allowed Permissions column to move it to the Allowed Permissions column.
- Tap Ok and Save.
- Repeat for additional employees.
- If a PIN with the “Allow Maximum Tip Override” is entered, the tip will be applied to the payment.
- If a PIN is entered without the "Allow Maximum Tip Override" permission, the tip will NOT be applied to the payment, and a User Not Authorized error will display.
How it Works
- With an unbatched Credit/Gift Card payment on the Tip Adjustment screen, select a ticket to adjust tips (Pending or Finalized).
- Enter a value that exceeds the maximum tip value.
As an example, if the maximum tip is set to 10% and we have a $1.00 payment, any tip amount equal to or lower than $0.10 will be processed as usual. Any tip of $0.11 and over will prompt the new feature.
For users without permission, if the tip amount exceeds the maximum tip percentage, a Manager must approve/override the maximum tip percentage.
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