Finalize Tips Immediately on SkyTab POS

Description: Learn about updates to SkyTab POS that simplify payment capturing and tip adjustments, including changes to how pending tips are identified and the enablement of an existing setting to ON for all merchants.

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With these changes, it is strongly recommended that any employee who is expected to earn and manage adjusting their tips themselves have the Job level clock out restriction for Complete Tickets and Tips enabled.

Here’s What You Need to Know

• Tips Must Be Entered Before Your Batch Time: Once the batch closes, no more tip adjustments can be made from the POS.
• After Your Configured Batch Close Time: Payments are finalized, and tips can’t be added or changed.

What’s changing and why?

To meet our mandate of capturing 100% of submitted transactions, SkyTab POS is simplifying how payments are captured with minimal impact on how tips are adjusted. We are enabling a setting for all merchants, and within the Adjust Tips screen, we are changing how tips needing to be adjusted are identified.

Previously the setting for "Finalize All Credit Cards Immediately With No Tip" removed the Pending Tips section and moved all tickets to Finalized. With these changes, the Tip Adjust screen will focus on Tip status rather than Transaction status to allow users to understand the tip flow better.

What will I see?

The Tip Adjust screen now shows Tickets based on Tip status, not payment status.

Tips show as either Pending, Adjusted or as a review of the Previous Day (Tickets on the previous day are not editable).

A note explaining where tips may be is included for ease of use.

A warning showing the Batch Time for the location alerts users to the latest time when a tip adjustment can be made. 

Under Manager > Settings > Business > Advanced, you may see a change of the setting name and all merchants will see the setting as enabled and no longer user configurable:

Previous setting name:

New setting name:

Note: Enabled by default and no longer user configurable.

From the employee dashboard, tips not manually adjusted will continue to show, ensuring any Job level clock out restrictions are honored.

Users who need to bulk adjust tips to $0 can do so with the "Adjust All Pending Tips To $0.00" button. This will prompt the user about the total number of tickets being adjusted to $0.

And provide a confirmation message after it is completed.

Internal:

Incorrect Batch Time Displayed on POS

If the merchant experiences issues where the batch time is displayed incorrectly on their POS and is unable to adjust tips on the tip adjust screen, please follow these steps:

1. Verify Auto-Close/End of Day Times:
   • Lighthouse Transaction Manager (LTM) Verification: Log in to LTM using the zzz credentials.
     Navigate to Settings and then to Auto Close Time. Note the time set here.
   • Titan Verification: Launch Titan and search MID.
     Go to Gateway and then Gateway Settings.
     Ensure that the Auto Close time and End of Day times match there as well.
     Confirm that the Autoclose time on LTM and the Gateway Settings times on Titan match.
     If all the settings match with the POS displayed batch time, but the merchant insists that it is wrong, consult with the owner to confirm if they would like these times adjusted.
2. If adjustments are needed, do the following:
   • Change the autoclose time in LTM.
   • Update the end-of-day settings in Lighthouse Business Manager under Location > Business Settings.
   • After making changes, refresh Titan and make sure the settings match.
   • After making these changes, it will take up to 48 hours to take effect on the POS.
3. If the settings have not updated after 48 hours, verify that all necessary changes (as outlined above) were made more than 48 hours prior. 
   • If changes were made correctly and over 48 hours ago, but the issue persists, escalate the issue through the POS Agent Assist workflow for further assistance.