Adjust Tips on SkyTab POS

Description: Review the SkyTab POS Tip Adjust screen functionality as well as some case scenarios where tips are adjusted automatically below. The Adjust Tips button is found on the Manager > Activity screen.

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• Finalize Credit Card Payments Immediately with No Tip Toggle
• Pending Screen
• Finalized Screen
• Completed Screen 
• Pre-Auth Transactions 

Internal:
Important: Please refer to Modify Transaction not allowed article for any transactions that have failed tip adjust, otherwise known as RED TICKET. 

Support Users: If marking a ticket resolved in the Tip Adjust screen (including red tickets), you'll be instructed to input the Tip amount. Please ensure this matches any tip amount added/adjusted directly in Lighthouse Transaction Manager (LTM) to ensure POS reporting aligns with batch/processing reporting.

Pressing the Adjust Tips button opens up the Tip Adjustment screen, which shows all credit card payments that have yet to be finalized. The arrow buttons at the top of the screen are used to select any employee (or all employees) to enter the tips for their credit card transactions.

Finalize Credit Card Payments Immediately with No Tip Toggle

The toggle can be found in the Manager > Business > Advanced > Credit Cards settings.

Differences between normal EOD procedure and Finalize Credit Card Payments toggle ON:

1. Completed tickets go to the Finalized Adjust Tips screen automatically, no tip adjustment step is required on the End of Day procedure.
2. Tip adjustments, if necessary, can still be performed from the Finalized Adjust Tips screen but must be done before batch time.
   Note: If the "Finalize Credit Card Payments Immediately with No Tip" toggle is ON, the Pending screen will always be empty since credit payments will be finalized automatically. For tip adjustment, proceed to the Finalized Screen section.

Pending Screen

This screen holds all the transactions that need to be finalized; the arrows at the top of the screen allow you to filter transactions by user. 

Adding Tips to a Transaction

1. Select the ticket from the Pending Tips section to bring up the payment details on the right.
2. Use the number pad to enter the amount for the tip.
3. Press Add Tip to Payment to apply the tip to the ticket.
4. This moves the ticket to the Finalized Tips section, where it can still be updated if a mistake has been made.

Note: If tips are not enabled, this screen will always be empty since credit payments will be finalized automatically. You can view them on the Finalize Transaction screen by selecting Finalized Tips at the top of the screen.

Note: There is no way for the system to know whether a transaction needs the tip added or not, so the user must adjust them all for the transactions that have a 0 tip. 

After the transaction is finalized, it moves to the Finalized Screen.

Finalized Screen

This screen contains all the finalized transactions and allows you to adjust the tip before it is batched. To do so, select the transaction from the list and select Adjust Existing Tip.

Note: Tickets paid via SkyTab Mobile cannot have their tips adjusted on the POS. Attempting to do so will result in a RED TICKET (failed tip adjust).

Completed Screen

This screen holds all the transactions that are finalized and batched and is only for visibility purposes. Users can no longer make any adjustments from here.

Pre-auth Transactions

Pre-authorized transactions or otherwise called Bar Tabs, behave differently from regular transactions. After the ticket is closed, it will be automatically moved to the Finalized Tip screen instead of pending. You will have to adjust tips before the batch time from the finalized screen. After batch time, transactions are moved to the Completed screen, and no further adjustments can be made on the POS.