Payments
Payments
By Agent1 author253 articles
- Add a Button on the POS
- Get Started With the Tabbed IntegrationLearn how to set up the Tabbed integration with Toast.
- Manage Payments With Toast POSGet familiar with the payment terminal and selection screens to help staff efficiently manage all guest payments on your POS.
- Multiple Increments on Your Guest Tabs
- Preauthorized Cards Decline When ClosingDo you have preauthorized cards that frequently decline when closing? Read ahead for more info.
- Get Help With Guest Charge Amount IssuesHelp resolve issues when your guests report issues with charge amounts on their card activity.
- Get Help With Error: Insufficient Funds
- Get Help With Payment Configuration Error
- Get Help With Payment Adjustment Error
- Get Help With Possible Duplicate Transaction Error
- Customize Check Numbers on POS
- Fundraising Campaigns and the Round-up Feature on Toast Kiosk
- Toast Fundraising Product FAQFrequently asked questions about the Toast Fundraising Product. Check back for updates!
- View Update History Feature
- Add a Button on the POS
- Transfer a Credit Card Payment Between Restaurant Locations
- Configure Tax TablesLearn how to build your tax tables and identify tax rate patterns.
- Get Started With the Toast Fundraising ProductBuild ties with the community and create brand awareness by setting up the Toast Fundraising Product to raise funds for a local or national
- Update a Closed Check's Revenue Center
- Apply a Service Charge to Toast Mobile Order & Pay® Checks Only
- Closing Checks During Void Reversals
- Remove Printed Receipt Option
- Manage the Guest Checkout ProcessLearn to configure settings in Toast Web to enable digital signatures, set up the tip screens, and speed up the checkout process for your gu
- Understand When to Void vs. RefundLearn when you should issue a void vs. when you should refund your guest.
- Toast Mobile Order & Pay® Troubleshooting GuideToast Mobile Order & Pay® Customer Success FAQ Troubleshooting Guide
- Check Unsettled Credit Card Payments on DeviceLearn how to check a device for pending credit card payments before troubleshooting.
- Tax Rates vs. Revenue Collection
- International Payout ScheduleThis guide explains the payout schedule for our customers in the UK, Ireland, and Canada, which went into effect on March 31, 2023.
- Refund Distribution for Canceled Orders Outside of Payment Date
- Identify Failed MDS Payments on POS
- Credit Card Payment Fails to Capture
- Find a Toast Order for Third-Party Comp Card Activation
- Configured Surcharge Is Not Applying to All Card Transactions
- Rate Difference for Mobile Payment vs Card Payment
- Payment System Crash When Trying to Combine Multiple Checks
- Suggested Tip Amount Does Not Match
- Adjust Tips on a Closed CheckLearn how to adjust tips on a closed check.
- POS Payment Status Tags
- Get Help With Error: American Express Not Set Up
Cash Management
Cash Management
- Fix Incorrect Payout Entries
- Cash Drawer Discrepancy
- Cash Rounding for Canada, U.K., Ireland, and AustraliaLearn how to implement cash rounding at your restaurant as the U.S. phases out the penny.
- Configure Cash Rounding During U.S. Penny Phase OutLearn how to use cash rounding on your Toast POS.
- Adjust a Cash Drawer After It Has Been Closed
- Configure Cash PaymentsLearn more about some built-in shortcuts to help streamline cash payments.
- Manage Multiple Cash Drawers for EmployeesLearn how to allow an employee to have access to two or more cash drawers during a shift.
- Archive Test Orders (Cash)
- Get Started With Cash ManagementThis page contains a video tutorial and an all-inclusive, printable guide covering your cash drawer usage, Shift Review, and Close Out Day.
- Pay Outs OverviewPay outs are used to track when money is removed from a drawer to pay for goods or services. Learn more about tracking and entering pay outs
- Get Started With Cash DepositsLearn how to add actual cash amounts into your Toast POS, how to view cash deposits in reports, how to undo a cash deposit, and add a prior
- Get Help With Cash Drawer and Shift ReviewLearn troubleshooting steps to some of the most common cash-related questions.
- How do I remove or adjust a cash payment on the POS?
Close Out
Close Out
- Enable Auto-Close or Auto-Void for Unpaid ChecksLearn how to configure auto-close or auto-void settings on your Toast POS to easily reconcile unpaid checks at the end of the day.
- Manually Capture Payments/Batch Credit Cards
- Disable Declare Cash Tips Feature
- Pool Tips and Tipping OutHow can I share tips with staff members? What permission is required to declare negative tips? What's required to pool tips and pay them out
- Shift Review Checklist for Employees and ManagersThe Shift Review is an important process for both employees and managers. Simplify this daily task by utilizing these checklists.
- Close Out Day, Z Report, and Auto-Capture OverviewLearn how to use the Close Out Day function and the Z Report on your POS device.
- How do I view the Z Report for previous days?
- Reopen an Employee's Shift From Previous DaysWhen a shift gets closed, it can be easily reopened to adjust tips as long as it is within the current work week. Check out this article for
- Change Shift Review Tip Out SettingsLearn more about the two ways gratuity and non-cash tips can be paid out to employees and how to change it.
- Shift Review: Seeing Cash in Hand
- Why are tips missing from my employee's shift review?
Credit Card Processing
Credit Card Processing
- Find Credit Card Processing Fees and StatementsLearn how to find credit card processing fees and statements.
- Why is my Mastercard transaction declining?
- Accepting American ExpressThere are two ways in which you can accept American Express® Cards, OptBlue® from American Express (pending eligibility†) or direct with Ame
- Get Help With Error: Insufficient Funds to Process Order
- Get Help With Payment Processing Error: Card Expired
- Credit Card Processing Rate
- Value-Added Tax on Toast's Card Processing Fees FAQToast’s provision of payment processing services in the U.K. is now subject to value-added tax (VAT) at the standard rate.
- Enter Guest Credit Card Information Manually on the POS
- Missing Credit Card Surcharging on Orders
- Get Help: Captures Are Currently On Hold Error
- Why did a payment show as "declined" at close out?
- Card Payments FAQFrequently asked questions about credit card payments.
- Adjust Credit Card PaymentsLearn how credit card payments can be adjusted on the POS prior to the payment being automatically captured during end-of-night credit card
- Adjust Credit Card Signature Threshold
- What can I do if a guest's card is declined?
- Can I change my credit card processing fee cadence?
- Card Pre-Authorization FAQFrequently asked questions about using card pre-authorization.
- Review Credit Card Processing Fees
- Protect Your Credit Card Data
- Deposit Schedules for Restaurants in Australia, Ireland, Canada, and the UKLearn about credit card batch timing for restaurants in Australia, Ireland, Canada, and the UK.
- Configure and Use Card Pre-AuthorizationCredit card pre-authorization allows waitstaff to swipe a card on a guest's order, save their bar tab, and verify the validity of the guest'
- Get Help With Unauthorized Card Error
- Set a Limit for Card Not Present Transactions
- Speed Up the Payment ProcessLearn how to configure credit card authorizations for a faster payment process.
- MasterCard: 20% Tip Tolerance for Card-not-present RestaurantsMasterCard: 20% Tip Tolerance Reinstated for Card-not-present Restaurants - This applies Card Not Present transactions only
- Get Help: Toast Mobile Payment Failures
- Where can I get a copy of my Toast Merchant Agreement?
- Locate Your Merchant ID
Discounts & Voids
Discounts & Voids
- Set Up a Keg Deposit on Your MenuLearn the ins and outs of collecting and returning deposits for beer kegs. It can all be done within your menu in Toast!
- Discount Items and ChecksLearn how to apply discounts to single items or an entire check.
- Apply Discounts for Certain Items at Certain TimesDiscounts can be set up to apply to select items at certain times. These discounts can be applied by any server or by managers only.
- Get Started With DiscountsLearn how you can configure discounts on items and checks based on percentages or amounts.
- Set Up a Discount Code for Online OrdersLearn how to set up a discount or promo code that can be used to apply discounts to online orders.
- Create a Combo DiscountLearn how combo discounts allow guests to purchase items or groups of items at a specific discounted price.
- Create a BOGO (Buy One Get One) DiscountA BOGO discount refers to a discount where you buy one (or multiple) items, and then you get an additional one at a specific discount or pri
- Cash Discounting OverviewLearn more about Toast's stance on cash discount and brand compliance requirements, and more.
- Use Single-Use Promotion CodesSingle Use Promotion codes are a great way to market to guests both new and existing. Learn how to create these codes in this article.
- Create a Fixed DiscountFixed discounts deduct a specific dollar amount or percentage from an item or a check.
- Set Up Special Discounts for a Specific Time Frame
- Void Items, Payments, and ChecksLearn how to void items, payments, and checks.
- Create an Open DiscountLearn how to create open discounts, which allow users to deduct any dollar amount or percentage from an item or a check.
- Get Help With Discounts Not Appearing on POSTroubleshoot new discounts that aren't appearing on your Toast POS device.
- Get Help With Error: Error Processing Void Reversal
- Add Void Reasons
- Identify Voided Payments and Items for Reopened Checks
- Verify a Voided Gift Card Payment
- Can I reopen a voided check?
- Void Toast Gift Card Payments on Online OrdersLearn how to void an online order that was paid with a gift card on your POS device or in Toast Web.
- Void Payments on Online OrdersCredit card or cash payments taken for online orders can be voided from a Toast POS device or using Toast Web.
- Complete A Void Reversal
- No-Show Discount
- Is there a way to get a notification whenever there is a void?
- Redeem Promo Codes
- Troubleshoot Discount AvailabilityLearn how to troubleshoot discount availability.
Payment Methods
Payment Methods
- Apply a Check Payment With Toast Invoicing
- Can I accept cryptocurrency as payment?
- Pay with Google Pay (GPay)
- Use Text to PayEasily accept payments off-premises for smooth transactions for both you and your guests.
- Split Payments With Toast Mobile Order & Pay®With split payments for Toast Mobile Order & Pay®, your guests can choose to pay for the items they ordered or for the check balance. Learn
- Don't Wait to Pay OverviewDon’t Wait to Pay, where guests can connect to and pay the check via the Local by Toast app without the need for a receipt QR code.
- Send an Invoice for Event DepositsYou may charge your guests for event deposits through an invoice and remove the deposit amount from the final check with other payment optio
- Take Card Payments (Canada, Ireland, and the U.K.)Learn how to take card payments on your Toast POS in Canada, Ireland, and the U.K.
- Import Customer Information for Toast InvoicingIn the article, learn how to import customer information into Toast in order to create and send invoices to your guests.
- Double Up Food Bucks with EBT
- Get Help With Error: You Have X Amount Remaining on Card
- Set Up and Manage House AccountsIn this article, learn how to create and manage house accounts.
- Get Help With EBT Payments
- Send Deposit Requests With Toast InvoicingLearn how you can create and use deposits for guests with Toast Invoicing.
- Reporting for Toast InvoicingIn this article, learn how customer invoice data appears in reporting, specifically the Sales Summary report.
- Staff Training Guide: Toast Mobile Order & Pay®Get your staff up to speed on how to position tabs, preauthorized tabs, and group ordering for guests using Toast Mobile Order & Pay®.
- Accept Apple Pay, Google Pay, or Samsung Pay With Toast
- Accept EBT Payments With ToastLearn how to set up EBT as a payment option for items sold with Toast Retail.
- Accept Event Deposits With Toast POSCreate a new payment option for accepting event deposits or other advanced registration deposits from third-party partners, and learn how to
- Take Invoice or Deposit Payment by Phone or in Person
- Service Charges OverviewLearn how to apply a service charge to all forms of payment.
- Set Up Your Restaurant as Credit Card Only
- Get Started With Toast PayToast Pay is an updated mobile payment product that provides a fast and easy checkout experience by allowing guests to pay with their phon
- Remove QR Code From Receipts
- Can I offer cash back to guests who pay with debit?
- Manage Customer (Guest) CreditsToast allows you to apply credits to customer accounts that can be redeemed by your guest when paying for their check.
- Toast Cash, Promo Codes, and Payment OptionsIn this article, learn about promo codes and Toast Cash that can be used at any and all Toast restaurants.
- Set Up Other Payment OptionsLearn how to set up alternative payment options (besides cash and credit) such as Open Table, paper check, or paper gift certificates to be
- Toast Mobile Order & Pay® OverviewLearn about Toast Mobile Order & Pay® and get access to resources and articles.
- Set Up Tabs & Pre-Authorization for Toast Mobile Order & Pay®Give your guests a fast, easy, and contactless way to start a tab and order rounds without leaving their seats or flagging down a server.
- Configure Payment OptionsLearn how to configure various payment methods on your Toast POS, including mobile payments, cash, credit, and gift card / loyalty.
- How do we process a guest’s check payment?
- Set Up Physical Gift Certificates
- House Accounts Created in Test Mode
- Take Payments on the POSLearn how to take payments on your POS, including cash, credit cards, prepaid credit cards, gift cards, and other payment options.
- Turn Off EMV Payments
- Identify Checks Paid by Credit Card
- Am I charged a processing fee for both debit and credit?
- Multiple Users Scanning Same OPT QR Code
- What do I do when a card pre-authorization is declined?
- Move a Check Closed to the Wrong House Account
- Airline Voucher Redemption
Payment Integrations
Payment Integrations
- Get Started With the Sunday IntegrationLearn how to set up the Sunday integration with Toast.
- Get Started With the CityCheers IntegrationCityCheers is an order and pay at the table integration, now available through Toast Partner Integrations.
- Get Started With Up 'n Go IntegrationLearn how to set up the Up 'n go integration with Toast.
- Get Started With the PourThat IntegrationPourThat is an all-in-one app for drink ordering and payment processing.Payments can be handled digitally through the app. Your customers ge
- Get Started With the Up 'n go IntegrationUp 'n go offers digital payment solutions for restaurants like pay-at-table and QR code payments, integrating with Toast for quick, secure t
- Get Started With the StockTake Online IntegrationStockTake Online is a cost-control system for hospitality, automating inventory management to reduce expenses while overseeing stock and sal
- Get Help With Comp Card IntegrationLearn the troubleshooting steps for Comp Card Integration and solutions to common error messages.
- Get Started With the Mr Yum IntegrationMr Yum is a global ordering, payments, and marketing platform used by leading hospitality and entertainment venues. Learn more in this artic
- Set Up LevelUp With ToastIn this article, learn how to set up the LevelUp integration with Toast.
- Get Started With the Trove IntegrationLearn how to set up the Trove Integration with Toast.
Refunds
Refunds
- Issue a Refund On a Gift Card Purchase
- Check Credit and Refund Status on Your Toast Account
- Issue a RefundReverse or check payments fast via POS or Toast Web. Handle multiple scenarios and know when to contact Customer Care for complex refunds.
- Can I cancel a refund?
- Guest Refund Processing Time
- Refunds FAQFind frequently asked questions about issuing refunds and some of the circumstances surrounding refunds.
- How do I issue an unlinked refund to a guest?
Tips & Service Charges
Tips & Service Charges
- Review Employee Tips From Last WeekUse the Labor Summary, Shifts, Tip Management, or Pay History Summary report to view tip amounts for your employees by pay period in Toast W
- Set Up Weekend and Public Holiday Service Charges and Surcharges (Australia)Learn how to set up and manage percentage-based weekend and public holiday service charges and surcharges in Toast Web.
- Manage Cash Tips in Shift ReviewManage how your tipped employees declare cash tips during shift review. This article covers marking jobs as tipped, configuring and requirin
- Customize Service Charges and Mandatory GratuityLearn how to add a service charge to a guest's check for things like large party gratuities, event fees, special menu upsell charges, and mo
- Get Started With Service Charges and Mandatory GratuityLearn about the relationship between service charges, mandatory gratuity, and tips and how each cost is configured and reported on in Toast
- How Toast Handles and Distributes TipsThis article lays out general guidelines for Toast's interaction with tips, gratuities, service charges, and more.
- Can I set up different suggested tips for online orders and dine-in digital receipts?
- Review Employee Tips From Last Week
- Suggested Tips Sync Issue After Edit
- Archive a Service Charge
- Disable Tips at Your RestaurantIf your restaurant doesn't tip out your staff and you would like to disable tips across all channels, check out the steps in this article.
- Set Up and Apply Auto-GratuityLearn how you can add included gratuity or auto-gratuity to checks and tables as well as assign it to different service areas.
- Edit Cash Declared Tips on Closed Shifts
- Declare Cash Tips OverviewLearn how to set up and use the declare cash tips feature on the POS.
- Set Up Tip OptionsConfigure tip percentages and amounts on the POS, online ordering, receipts, and handhelds. Per-device settings supported for international
- Calculate Tip Before or After Taxes
- Manager Approval for Large Tips
- Difference Between Service Charges and TipsLearn the difference the IRS designates between service charges and tips and then see some Toast Payroll specific reports that can help you
- Pool Tips for Delivery OrdersLearn how to pool tips for completed delivery orders in Toast.
- Optimize Tip WithholdingTip withholding allows a restaurant manager to reclaim a percentage of employee credit card tips/gratuities to cover the cost of credit card
- Service Charge or Gratuity is Being Added to Every Check
- Employee Forgot to Declare Their Cash TipsLearn how to easily correct an employee's declared tips if they forgot to enter them before clocking out and closing their shift. This artic
- Tip Adjustments with FreedomPay
- Display Suggested Tip Amounts on ReceiptsFor printed and digital receipts, you can configure suggested tip amounts to display on your receipts for guests to easily calculate tips.
- Disable Declare Cash TipsLearn how to disable the declare cash tips prompt so employees are no longer asked to declare cash tips during shift review.
- Tip Retrieval When Multiple Employees Manage One Check
Toast Mobile Order & Pay
Toast Mobile Order & Pay
- Outages and Disruptions: Toast Mobile Order & Pay®
- Toast Mobile Order & Pay® Group Ordering: OverviewLearn how you can configure your group ordering settings for Toast Mobile Order and Pay®.
- Mobile Dining Solutions for QSRs and MoreIn this article, learn some new and unconventional ways customers have been using mobile dining solutions in addition to the benefits they h
- Enable Toast Mobile Order & Pay®
- Guest Experience for Toast Mobile Order & Pay®All you need to know about the Toast Mobile Order & Pay™️ user experience from the guest's perspective.
- Toast Mobile Payments & Digital Menus FAQGet answers to frequently asked questions about Toast mobile payments and digital menus.
- Use Click to Pay With Toast Mobile Order & Pay®Click to Pay is a digital checkout solution that allows consumers to store their payment information in a Click to Pay account for faster ch
- Toast Mobile Order & Pay® Text FulfillmentToast Mobile Order & Pay® text fulfillment allows restaurants to text their guests' personalized messages from the KDS upon order fulfillmen
- Get Started With Mobile Payments and Digital MenusLearn how to enable, configure, and get the most out of mobile payments and digital menus.
- Get Started With Toast Mobile Order & Pay®All you need to know to set up Toast Mobile Order & Pay®, the contactless ordering and payment experience in your restaurant.
- Toggle Payments On/Off for Toast Mobile Order & Pay®
- Can I use Toast Mobile Order & Pay® without tables?
- Get Help With Guest Menu Errors on Toast Mobile Order & Pay®
- Assign a Toast Mobile & Pay® Order to a Server
Transactions & Checks
Transactions & Checks
- Split Checks on the POSLearn how to split checks using different forms of payment, split payment evenly, and split checks by item.
- Get Help With Checks That Will Not Close on POSTroubleshoot open checks that won't close on Toast POS, including remaining balance, negative balance, missing approval, auto-fire device is
- Daily Sales Processing Limit
- Find ChecksLearn how to find checks on the POS and in Toast Web, as well as how to edit closed checks.
- Turn Off Incremental Authorization
- Get Help With Duplicate Pending Transactions on Guest Accounts
- Find Checks by Server's Name and Role on the POS
- Sales Tax-Exempt Order: Can I enter an alphanumeric TIN?
- Handle and Review Guest Chargebacks in Toast WebIn this article, learn how to submit a chargeback dispute directly in Toast Web.
- Manage Offline Payments (Australia, Canada, Ireland, & the UK)This article will help customers in Canada, Ireland, and the UK identify offline payments.
- Transfer Items, Checks, and PaymentsLearn how to transfer an item to another table, transfer a check to another employee, combine two checks, and move a payment to another chec
- Get Started With the Ramp IntegrationLearn how to set up the Ramp integration with Toast.
- Remove American Express (AMEX) Branding from Guest-Facing Display
- Adjust Credit Card Payment on Open Check From Yesterday
- Combine Checks
- Close a Paid Online Order Check
- Get Help: Duplicate Charges on Guest Credit Card
- Customize Receipts: Advanced ConfigurationYou can customize your itemized receipts, configure tip lines, change how modifiers appear, and more.
- Reprint and Resend ReceiptsLearn more about printing open and closed check receipts from your Payment Terminal.
- Understand Missing Check Numbers
- How do I clear closed checks from the Payment Terminal?
- Configure Your ReceiptsLearn how to set up or change your printed receipts.
- Remove a Discount or Comp from a CheckLearn how to remove a discount or comp from an open check or a closed check.
- Customize Guest Details on ReceiptsYou may set the amount of guest details that print on takeout and delivery receipts. Discover the options you have on this page.
- Customize Your Receipts
- Configure Digital ReceiptsCustomize the settings of digital receipts, including enabling custom tip recommendations and signatures on your Toast POS. and adding custo
- Print Check Prior to Payment
- Payment Timing for Future/Scheduled Toast Orders
- View Payment Details for a Check
- Get Help With Red Check Notifications on POS
- Reopen a Check That Was Closed as Cash in Error
- Update How Tax Rates Display on Receipts
- Void Unpaid Check From Before Today
- Split Checks: Ensure Items Are Not Moved Onto Paid/Closed Checks
- What is a restricted order?
- Process Large Transactions