Create or Edit Tenders and Discounts in the Shift4 Dine Customer Hub

Description: The Payments tab in the Shift4 Dine Customer Hub allows business owners to adjust tenders and discounts on the go. Learn how to add or edit tenders and discounts using the Customer Hub.

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To watch more how-to videos, visit our video section.

To set up tenders on the Workstation, visit the Set up Payments/Tender Types article, or to set up discounts, visit the Set up Discounts article.

Tenders

1. On the Customer Hub, select Shift4 Dine > Payments.
   
2. Select Tenders.
3. After selecting Tenders, you can filter tenders by name or status and use the search bar to find tenders by name.
4. Add a new tender by selecting Add Tender in the top right corner or edit an existing one by highlighting it.
   

Edit Tender gives you the following fields to fill in:

• Name: The name of the Tender Type
• Require customer on the ticket: If the toggle is enabled, the system will not let you pay for the ticket with the selected tender type until the customer is selected.
• Allow tip: enable an option to add tips to the payment
• Open cash drawer: Paying with this tender type cash drawer will open (employee permission that allows to use cash drawer needs to be added for drawer to open)
• Prompt for tip on payment device: If payment is taken through a credit card device, it enables an option to prompt for tips on device.
• Jobs allowed to use tender: Allows selection from pre-programmed jobs that will be able to use this tender type.
• Reference: Enables an option to enter a numeric or alphanumeric reference

Delete or Remove Tender Type

Note: Shift4 Dine is not capable of deleting or removing tender types once they are in the system. The only way to remove or delete tender types from the menu is to make them inactive. Cash, Credit, and House Account tender types cannot be deactivated.

To deactivate the tender type in the Customer Hub:

1. Navigate to Shift4 Dine > Payments > Tenders.
2. Use the search bar at the top to find the tender type that needs to be deactivated.
3. Select the tender type that needs to be deactivated from the menu.
4. Slide the Active toggle in the top right OFF on the Edit Tender screen.
5. Select the Save button in the bottom right corner.
   

Discounts

Select Shift4 Dine > Payments > Discounts.

Discounts can be sorted by Name, Discount or Status and can be searched by their name. You can add a discount by selecting Add Discount in the top right corner or edit an existing one by highlighting it.

Fill out the following fields: 

• Name: The name of the discount.
• Applies to: Allows to select if the discount will be applied to tickets or items.
• Discount Type: Can either be a dollar amount or a percentage off. The text box will contain the value.
• Discount does not apply to modifiers: Yes or No.
• Require reason for discount: If enabled, allows entering Number or Text reason when applying discount.
• Apply Discount automatically: If enabled discount will be applied automatically.
• Date & Time Range: Allows to set Days , Dates and Times when discount will be available.

Delete or Remove Discount

Note: Shift4 Dine is not capable of deleting or removing discounts once they are in the system. The only way to remove or delete discounts from the menu is to make them inactive. 

To deactivate the discount in the Customer Hub:

1. Navigate to Shift4 Dine > Payments > Discounts.
2. Use the search bar at the top to find the discount that needs to be deactivated.
3. Select the discount that needs to be deactivated from the menu.
4. Slide the Active toggle in the top right OFF on the Edit Discount screen.
5. Select the Save button in the bottom right corner.