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Manually Capture Payments/Batch Credit Cards

Written by Agent Support Bot

Question

How do I manually batch credit cards or capture payments?


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Answer

The POS feature/functionality described in this article is currently not available to customers in Canada, Ireland, and the UK.

  1. On your Toast POS, navigate to the main menu device setup.

  2. Navigate to Manager Activities > Close Out Day.

  3. Select End Day to capture payments.

    • Note: To capture payments with Close Out Day, an employee needs the 3.16 Close Out Day permission, along with a POS mode permission such as 1.1 Table Service Mode or 1.2 Quick Order Mode. Permissions apply to the job the employee is clocked in under. After you assign a permission, the employee must sign out and sign back in. On the POS, you may also need to reboot the device. To learn more, see Permissions Reference Guide and Assign User Access Permissions.

As a best practice, you should never capture payments more than once every 24 hours. This is not compatible with Toast reporting.
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If you're unable to capture payments successfully using this method, try these troubleshooting steps:

  • Confirm the employee is clocked in under a job that has the 3.16 Close Out Day permission.

  • Attempt the process on a different device.

  • Sign out of the Toast app, and then have another manager log in and attempt the process.

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