In this article, we will walk you through how to pre-authorize a tab, print a bill, and print a tip and signature receipt from the Manage Bills section of a Tab.
1. When the customer is prepared to settle their tab, click on Manage Bills to proceed.
2. To print a customer bill, simply click on the printer icon and choose the option for an Itemized Bill.
3. Below is a sample of the printed bill that you can present to the customer.
4. To Pre-Authorize a Credit Card or A/R account for this tab, click on the Credit Card Icon.
5. Select the payment method for pre-authorization. In this scenario, we will be choosing A/R.
6. Find and select the customer's name from the dropdown list.
7. The customer's account has been verified to accept charges.
8. The green credit card icon signifies that this bill has been pre-authorized.
9. Click on the Printer Icon to print the Tip and Signature Receipts.
10. The system will generate both a merchant and customer copy of the bill, allowing the customer to add a tip and sign their copy.
11. To add a tip, click on the user menu and select Enter Tips from the dropdown menu.
12. Choose the Pre-Authorized Tabs option.
13. Enter the tip amount and then click on 'Submit Bills' to finalize the transaction.
14. The tip has been successfully added, and the transaction is now finished.
In this scenario, the tip will be recorded to the Tab Owner. In this case "Greg Blackwell was the tab owner"
If you have any questions, please do not hesitate to reach out to Teesnap Support by emailing us at support@teesnap.com or calling 844-458-1032.