
POS & Location Operations
By Agent1 author709 articles
Get Help with Payment Processing Error: Try a Different Card
Recover and Get Back Online After an Outage or DisruptionAfter an outage or service disruption, use this guide to reconnect your devices and confirm payments, open checks, and shifts are back to no
Use Glance to Help Troubleshoot Issues RemotelyGlance is a browser-based screen-sharing tool that allows your support teams to view the ToastMobile experience.
Can I configure blind cash out with cash in hand?
Get Help with Payment Processing Error: Internal Error
Get Help With Payment Processing Error: Process Swipe Offline
Get Help with Payment Processing Error: Bad Swipe
Get Help with Payment Processing Error: Bad Card Data
Get Help With Payment Processing Error: Card Not Authorized
Get Help with Payment Processing Error: Error Voiding or Refunding
Get Help with Payment Processing Error: Processor Changed
Get Help with Payment Processing Error: Transaction Not Enabled
Get Help With Payment Processing Error: Please Contact Toast
Get Help With Toast Error: Valid Phone Number Must Be Provided
Get Help With Toast Error: Zip Code Should Be Five Characters
Get Help With Toast Error: Required
Modifier Sort Order vs Modifier Order Priority
Get Help With Account Error: Invalid Passcode
Toast IQ AI Assistant OverviewLearn how to use Toast IQ AI assistant to gain insights about your business and complete tasks in seconds, directly from the chat.
Use Toast in Offline ModeLearn how to use Toast in Offline Mode.
Manage UI Options for Multiple LocationsIn this article, learn about the POS settings on the UI options page and how to manage multilocation POS settings using the Restaurant Manag
Check Actions Overflow Menu
Onboarding Resource CenterFind what you need to get started with Toast.
Toast Holiday HubStreamline your busiest season yet with Toast.
Prepare to Operate in Offline Mode During Service Disruptions or OutagesLearn how to prepare your business to operate in Offline Mode during an outage or service disruption.
Remote & Onsite Onboarding GuideThis guide will outline Toast's onboarding process and provide an overview of the steps for onsite and remote onboarding.
Remove the "Don't Use Cash Drawer" Option from Shift Review
Set Up Toast Web and Your POS for RetailReview your Toast Web and POS settings to support your retail business operations.
Toast Now App Version & Operating System Requirements
Adjust Cash Tips After a Shift Review is Closed
Understand Tip Calculation With Discounts
Toast Web Updates Not Appearing on POS
Amex Chargebacks Missing from Chargeback Challenger
Get Started With Menu Upsells On The POSLearn how to use Menu Upsells to increase revenue by recommending menu items and add-ons to guests via server notifications on the Toast Fle
Get Help With Error Message: User Not Found
Get Help With Error Message: User Keys Entity Malformed or Not Present
Inventory List Pop-Up Upon Clock-In
Get Help with Payment Processing Error: Test Mode Boundary
What happens when I select "Don't Use Cash Drawer"?
Resync All Data on Your DevicesResyncing data on your devices might help in fixing consistent Toast app issues. In this article, learn the steps to resync all data.
Test Mode OverviewLearn how to enable and disable Test Mode for onboarding and training purposes.
Notifications in the Toast AppWhat is the orange exclamation mark? What notifications can I set up on my Toast Device?
Set Up Custom Dining OptionsLearn how to create custom dining options and set their behavior, and how to use dining options on your POS device.
Best Practices for 24 Hour OperationsLearn some best practices and tips for 24-hour restaurant operations.
Publish Changes on the POS
Basic POS NavigationLearn to clock in/out, navigate service areas, view table activity, ring in orders, collect payment, issue voids, and update payments on a c
Get Help With Error Message: Unpublished Changes Preventing Saving
Beta Testing and Feedback With Toast Test Kitchen
Employee Management
Employee Management
Toast Payroll: Duplicate Profile Detection in ToastThis feature helps Toast Payroll users prevent duplicate profiles when you're add a new profile into Toast Web or Toast Payroll.
Terminate or Archive an Employee in Toast Web or Toast Payroll
Manage Toast Access Cards & Swipe CardsYou can configure and assign swipe cards to employees and managers in order to reduce the chances of passcode theft and high-level manager p
Toast Payroll: Create Task Lists for Employees
Get Help With Toast Web Error: Invalid Email
Audit the POS Access Code Used for a Specific Action
Get Help With Missing Sales in Shift Review
How do I edit an entry on the manager log?
How can I locate my POS access code in the Toast platform?
Set Up Text Alerts and Manager NotificationsLearn how to configure and send text alerts from the POS to chosen employees, and how to send manager notifications from Toast Web to your P
PCI Compliance OverviewLearn about PCI compliance, expectations, responsibilities, requirements, and costs.
Set Up Cash DrawersThis article will guide you through creating a cash drawer, as well as removing a cash drawer, what it means for cash in hand vs. cash in th
Print a Shift Review
Job Code Field in Toast Web
Jobs & EmployeesJobs & Employees20 articles
Labor IntegrationsLabor Integrations21 articles
Multi-Location LaborMulti-Location Labor5 articles
MyToast AppMyToast App7 articles
PermissionsPermissions16 articles
Sling by ToastSling by Toast19 articles
Timesheet ManagementTimesheet Management20 articles
Tips ManagerTips Manager10 articles
Order Management
Order Management
Use Multi-Item Selection ModeMulti-item selection mode allows you to edit, void, repeat, fire, or discount multiple items.
Kitchen Operations Reporting OverviewIf you have the Kitchen Display System, you can run reports on the amount of time it takes to fulfill orders, which prep stations take the m
Configure Ticket Routing and Filter Tickets on Your KDS DeviceLearn how to configure separate prep stations for dining options and/or course types.
Reassign Dining Options to Past Orders
Remove Table Number From Kitchen Tickets
Toast Mobile Order & Pay®: Unable to Join Group Order
Toast Guest Text Notification OverviewLearn what features automatically trigger text (SMS) messages to guests.
Troubleshoot In-House OrdersLearn some common troubleshooting steps to manage in-house orders on your POS.
Assigned Pre-modifier Name Not Showing When Deselected
Toast Mobile Order & Pay®: Server-Started OrdersLearn how servers can start orders for tables using Toast Mobile Order & Pay® when both Tabs and Group Ordering are enabled on Toast Web.
Total Guest Counts
Start and Send an Order on the POSToast is designed to make taking orders as easy as possible. Learn how to add items to an order and send it to be prepared.
Check Statuses and Filter Checks on POSLearn about open, paid, and closed check statuses. This article will also cover check filters that can result in checks not showing up.
Use Total Item Quantity CountLearn how to use the Total Item Quantity count on your Quick Order screen.
Toast Mobile Order and Pay® Restaurant Rollout PlanCheck out our suggestions for rolling out Toast Mobile Order and Pay® in your restaurant incrementally and measuring its impact in reporting
Get Started With the SoundHound IntegrationLearn how to setup the SoundHound integration with Toast.
Use Server Item Firing at Your RestaurantGive your servers control over meal pacing with server item firing. In this article, learn how to set it up and use this feature on the POS.
Start a TabLearn how to start a tab, remove a tab from a guest's check, and require a tab name for orders.
Manage Orders With Toast POSIn this article, learn how to navigate order screens on your POS experience to help you and your staff efficiently create, send, and manage
Toast POS: FAQ and TroubleshootingCheck out some frequently asked questions and recommended solutions/troubleshooting steps for using Toast's POS experience.
Schedule Different Prep Times for Different Days of the Week
Can I open a tab and submit orders on the Toast Now app?
Disable POS Order Screen’s Special Request Price Entry Field
Get Started With Food Waste ReductionLearn about the Food Waste Education Hub and how to use the Food Waste Tracker on your POS.
Configure Automated and Expediter Course FiringLearn how to give control back to the kitchen when preparing food in your restaurant. With both Automated Course Firing and Expediter Course
Get Help With KDS TicketsTroubleshoot KDS tickets that aren't appearing — including in-house, dining option, item-level, and online or third-party order issues.
Manage Checks in Bulk on the POSLearn about the required permissions for bulk check management and how to perform bulk actions on the POS.
Display Payment Status on Kitchen Ticket
Use Menu Item Search on POSLearn how menu item search can cut down on the time it takes to place orders and train new staff members.
Use the Send, Stay and Hold Buttons on Your POSToast is designed for seamless order placement. Learn how to do this with the different functionalities of the Send, Stay, and Hold buttons.
Get Started With Kitchen ConfigurationLearn how to configure kitchen tickets, prep stations, printers, and expediters.
Manage Course Firing OptionsLearn how to enable and configure course firing options for your restaurant.
Payments
Payments
View Update History Feature
Toast Fundraising Product FAQFrequently asked questions about the Toast Fundraising Product. Check back for updates!
Fundraising Campaigns and the Round-up Feature on Toast Kiosk
Customize Check Numbers on POS
Get Help With Possible Duplicate Transaction Error
Get Help With Payment Adjustment Error
Get Help With Payment Configuration Error
Get Help With Error: Insufficient Funds
Get Help With Guest Charge Amount IssuesHelp resolve issues when your guests report issues with charge amounts on their card activity.
Preauthorized Cards Decline When ClosingDo you have preauthorized cards that frequently decline when closing? Read ahead for more info.
Multiple Increments on Your Guest Tabs
Manage Payments With Toast POSGet familiar with the payment terminal and selection screens to help staff efficiently manage all guest payments on your POS.
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.
Adjust Tips on a Closed Check
How do I opt out of an automated fundraising campaign?
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
POS Payment Status Tags
Get Help With Error: American Express Not Set Up
Cash ManagementCash Management12 articles
Close OutClose Out11 articles
Credit Card ProcessingCredit Card Processing27 articles
Discounts & VoidsDiscounts & Voids26 articles
Payment MethodsPayment Methods40 articles
Payment IntegrationsPayment Integrations10 articles
PCI CompliancePCI Compliance1 article
RefundsRefunds8 articles
Tips & Service ChargesTips & Service Charges22 articles
Toast Mobile Order & PayToast Mobile Order & Pay14 articles
Transactions & ChecksTransactions & Checks33 articles
Reporting & Business Analytics
Reporting & Business Analytics
Kitchen Overview ReportThis report shows your kitchen setup by organizing views of configurations based on how they impact the kitchen.
Compare Deposits and Credit Card SalesLearn where to view your expected deposits and batch times in Toast to troubleshoot errors in credit card sales reporting.
Get Help With the Jelly IntegrationLearn how to set up the Jelly integration with Toast.
Can I filter labor reports by department?
Filter Reporting Exports
Get Help With Orders Report Not Loading
Create Custom Reporting
Accounting Reports OverviewDig into your key financial information with this high-level overview of the different accounting reports and how to use them.
Toast Data Exports OverviewLearn how to configure data exports for use with a third-party system.
Toast Retail Inventory ReportsLearn about the inventory reporting available for Toast Retail.
Get Started With the Bikky IntegrationLearn how to set up the Bikky integration with Toast.
Restaurant Management: Location Overview ReportLearn about the key features of the new location overview report for the Restaurant Management suite.
Location Reports OverviewStart here for a high level overview of the different types of location reports and how to use them. These reports are for multi-location re
Toast Reporting Dashboard: Weekly OverviewThe interactive Toast Reporting Dashboard displays a weekly performance overview for your restaurant. Learn how to leverage the data insight
Create and Map General Ledger Codes for Toast POSLearn how to create and map general ledger (GL) codes for accounting purposes.
Bank Statements and Sales Summary Report Do Not MatchCompare bank statements with Toast’s Settled Deposits Daily Breakdown to spot delays, fees, taxes, or other discrepancies in what was deposi
Create Custom Reports for Toast POSLearn how to set up custom reports in Toast Web.
Can I download a backup of all of my Toast data?
Pool Tips With Other EmployeesIf you do not use Toast Tips Manager, you may choose to use the pooled tips report for sample tip pooling calculations.
Toast Web Device Reports: Locating Device ID
Get Started With Analytics and ReportsLearn about the available reports on Toast Web and some helpful information on how you can navigate them.
Find Data for IRS Form 8027Learn where to find the information within Toast Web to fill out your yearly IRS Form 8027.
House Accounts Reporting
Reporting Best Practices: Weekly, Monthly, Quarterly & YearlyIn this article, learn what reports to view and use on a weekly, monthly, quarterly, and yearly cadence to monitor your restaurant’s perform
Understand "Cash Adjustments" on Reports
Update First Day of the Week for Reporting
Reporting Best Practices: Your First Day on ToastIn this article, learn what reports and tools to use after your first day and how to continuously monitor your restaurant’s performance on a
Application Programming Interface (API) Documentation Site
How do I unsubscribe from daily report summaries?
Unable to Download the Payroll Export
Analytics IntegrationsAnalytics Integrations18 articles
Cash Management ReportsCash Management Reports9 articles
Employee Performance ReportsEmployee Performance Reports8 articles
Payment ReportsPayment Reports11 articles
Performance BenchmarkingPerformance Benchmarking5 articles
Sales ReportsSales Reports23 articles
Toast NowToast Now12 articles
Service Management
Service Management
Get Started With Open ViewOpen view is a new ordering workflow on the POS which is perfect for customers who are focused on speed of order entry and menu visibility.
Remove Uneditable Dining Options
Use Table Data & Details PaneLearn about the details available for your tables in table service mode and within the details pane with this overview.
Create and Utilize Service PromptsLearn how to generate service prompts and require servers to enter in specific menu items.
Manager Log OverviewLearn how to use Toast's manager log as a communication tool for restaurant management teams to track operations, personnel, and customer is
Hours & ServicesHours & Services1 article
Hotel PMS IntegrationsHotel PMS Integrations23 articles
Offline ModeOffline Mode2 articles
Reservation IntegrationsReservation Integrations8 articles
Sections, Tables, & SeatsSections, Tables, & Seats6 articles
Service AreasService Areas6 articles
Toast TablesToast Tables36 articles