Question
How do I set up and accept paper gift certificates?
How do I configure my POS to accept gift certificates as a form of payment?
I want my guests to be able to pay using physical gift certificates. How do I set it up as an additional payment option/method?
Answer
To set up physical gift certificates as a payment option, follow these steps:
In Toast Web, navigate to Payments > Payment methods > Other payment options.
Select + Add to create a new Other Payment Option.
Complete the information fields and select the appropriate configuration options for your new payment option:
Name - This will be how the payment option appears on the payment screen of the POS.
Description - This field is optional.
Show on POS - Starting with Toast app version 2.67, this setting will determine whether the payment option appears on the POS. The default setting is Yes, but you may wish to select No if this payment option is not meant to be taken on the POS/in-store. This can help simplify the Other Payment Options menu on your POS to make for an easier payment-taking experience for your staff. It's recommended that any payment type meant to be used by an integration (e.g., Grubhub) be set to No for the Show on POS setting.
Require Manager Approval—For an employee to apply this payment method, a manager would need to enter their passcode on the POS.
Treat as Discount - If enabled, applying a partial balance as this payment type would not subtract from taxes due (as a discount would), and a receipt with the remaining balance owing will print, if applicable.
Tax Exempt - If enabled, this payment option removes taxes from the entire check. It is intended for third-party order and delivery services, as they usually handle taxes on their end.
Tips Enabled - If enabled, you can apply a tip by printing a tip line on a receipt or prompting the guest to enter a tip if digital receipts are enabled.
Thank You Dialog - If enabled along with digital receipt mode, your guest will be shown the thank you dialog in digital receipts mode.
Show Receipt Dialog - If enabled along with digital receipt mode, your guest would be able to select how they'd like their receipt: printed, emailed, texted, or none.
Allow Rewards Program - When enabled, the payment type can be used with your Toast Loyalty rewards program to earn points.
Save and publish your changes to see the new payment option on the POS payment screen.
For more information on accepting gift certificates as a form of payment, see Set Up Other Payment Options.