In Restaurant mode, checks/tabs must be closed out at the end of a shift to complete the orders.
Close after Adding New Item
- To close a Check after adding an item, select the Closeout Check option.
- Enter any codes that need to be applied to the order and select the payment method.
- Once the payment method is entered and accepted, a confirmation page will appear that states 'Check Closed Successfully.'
Close from Check Orders
- Pull up the left side menu by holding down on the Account name in the top left corner.
- Select 'Check Orders' and then the 'Opened Checks' tab.
- Choose the icon that has an arrow with an open door to edit the check.
- Select 'Closeout Check' to edit the items if needed and then 'Select Payment Method.'
- Once the payment method is entered and accepted, a confirmation page will appear that states 'Check Closed Successfully.'
Enter in Credit Card Tips
- Login to Activate and pull up the left side menu by holding down on the Account name in the top left corner.
- Select the 'All Orders' tab and then select the 'Pending/Close' order table to see a list of all credit transactions for the night.
- In the search field above enter in the 'Order ID' on the receipt and select the order.
- Choose the 'Add Tip /Close Order' button. If the tip is a different tender than the original payment, select 'Add tip with different tender.'
- Choose one of the preset amounts or select 'Custom' to enter in the tip then select 'Continue.'
- Select 'Apply' and press the 'Close Order' button to move the transaction to 'Completed.'
