Configure Additional Charges For Tip Support

Description: Charges are how Dynamics 365 adds extra fees to an order. For the Shift4 Payment Connector, we use Charges to configure support for tips from the Store Commerce application using UTG-controlled devices.

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1. Navigate to Retail and Commerce > Channel setup > Charges.
   
2. Select New to add a new Charge code and name it accordingly. In our case, we’re setting up Charges for Tip Support.
   
3. Toggle the Refundable option Yes.
   
4. Configure the Posting for each transaction type, set Debit to “Order fee” and Credit to “Customer payment.”
   
5. Configure the Accounts for each type accordingly, in our case, we’re using 403150 - Miscellaneous Charges.
   
6. Navigate to Retail and Commerce > Channels > Stores > All Stores.
   
7. Locate the store you will be setting up tips for
   
8. In the General tab, locate the "Is Tipping Enabled" option. Turn it ON for the store that supports the tipping feature and choose the charge code you created for posting tips.
   
9. At the header of the page, navigate to Setup and select Payment Methods.
   
10. Locate your Cards setup and set the Allow overtender toggle to Yes. You may also configure an Overtender max amount based on what amount is desired as max amount for charges and tips.
    
11. Select Save and run a Distribution Schedule task to push the parameter changes to the POS Software module. If you still have other changes to make, leave this step for last.
12. When the tip feature is enabled, customers are prompted to enter the tip amount on the device. This amount is then added to the transaction as a header charge, as Microsoft documentation recommends.