Process a Transaction on SkyTab POS

Description: Learn about the multiple options on SkyTab POS to process a transaction. 

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• Fast Pay
• Payment Screen
• Completing the Transaction

For information regarding the different payment types available, visit the Payment Type Overview article on this site.

Fast Pay

The Fast Pay options are the most common increments for cash payment and are displayed at the bottom of the ticket. The quick pay options include the exact total and the lowest total if paid in singles, fives, tens, or twenties. You select one of these options, if appropriate, to complete the transaction. This method is commonly used for counter-based transactions.

Alternatively, you can select Take Payment at the bottom of the ticket to access the Payment Screen, which allows for additional payment methods.

Important: Fast Pay is not enabled by default for all jobs; alter this under Users Settings.

Payment Screen

On the Payment screen, shortcuts are available on the top and right sides of the number pad. These shortcuts or the number pad can be used to enter an amount if using multiple tender types. Selecting the tender type without an amount will enter the exact amount.

Ticket Summary

When selecting Take Payment to navigate from the Order Entry screen to the Payments screen, the Ticket Details pane is converted to Ticket Summary. This summary, which displays discounts, supplemental fees, gratuity, and line items, cannot be edited or interacted with (aside from scrolling).

Note: This is the same information found under the Ticket Details section of the Order Entry screen.

Payment Summary

Once the payment is taken on an order using the Ticket Summary, it shows the Payment Summary on the left side of the screen. The summary displays all past and present payments that have been applied to the selected order.

Common Amounts

Shortcut buttons are available on the right margin of the payment screen and show the most common denominations used when accepting CASH transactions.

Split Balance By

On the top of the number pad, there is an option to Split Balance By. You can utilize the + or - buttons to split the ticket across a number of payments and persons. For example, selecting “2” splits the transaction total in half; if the total is $10, one customer would owe $5, and the other customer would owe $5 as well. This allows you to split the total of the transaction rather than the items on the ticket.

For more information on how to split a check, visit the Split a Check article.

Advantage Program

The information displayed for Advantage depends on how you have your Advantage Program set up (Dual Pricing, Supplemental Fee or Cash Discount).

For Dual Pricing, the system displays Cash and Non-Cash total lines at the bottom of all receipts (guest checks before payment and payment receipts after payment). 

Supplemental Fee:

The system displays the Supplemental Fee amount in the subtotal area of ticket previews and printed receipts. 

Cash Discount:

To accommodate a Cash Discount function, the Shift4 Advantage Program will automatically calculate and display a cash discount price along with a non-cash price for the guest check. The final receipt will display the appropriate price based on the payment method selected by the customer.

Completing the Transaction

Depending on your Ticket Settings, after the ticket is fully paid, the following options are available to complete the transaction. You must select one to complete the transaction:

• Leave Ticket Open: Allows the order to remain open If you have only partially paid out the ticket
  • This is useful in a “pay-as-you-go” scenario and can be used as needed
• Print Receipt: Closes the order and prints out an itemized receipt for the customer to keep
• No Receipt: Closes the order but will not print out an itemized receipt for the customer
  • You may still print a receipt later from the Completed Orders view on the POS system

If you have enabled "Close Tickets Automatically When Paid in Full" in Ticket Settings, these options will not appear, and the screen will return to Order Entry.