At the end of a shift or workday, transactions are sent to the network to be processed so funds can be deposited into the restaurant’s account. Batching out is the process of closing a batch of transactions at the end of the day. Restaurants carefully account for tips before closing a batch.
Restaurants Batch Out in 3 steps:
Restaurants run transactions throughout the day. Each instance of a credit or debit card being rung up is a transaction. Customer receipts are saved to confirm transactions and record tips at the end of the day.
Tips are recorded before a batch is closed. The process of adding tips before the close of a batch is known as Complete Auth (aka completing authorization). Before closing a batch, each customer receipt is reviewed and tips are added to the appropriate transaction.
For example, view the following sample 2-part receipt. Note the Tip field.
A batch of transactions is reviewed by selecting Complete Auth:
- Navigate to the Register.
- Select the Register Tab.
- Tap Complete Auth.
- View the list of transactions.
- Review each transaction carefully, comparing each transaction with the physical receipt that staff collected during their shift.
- To add a tip, select an order and press Complete.
- Fill in the tip amount, as indicated on the physical receipt. Then press OK.
- Comb through each entry and add tips where applicable.
- Note: Complete Auth for delivery orders can be processed directly in the Delivery Manager. See:Â Delivery Manager: In-House Delivery
- Once all tips are entered, tap Review.
- Carefully review each transaction and recorded tips.
- Tip! Use the Look for field to locate a transaction by order number. Order numbers can be found on each receipt.
- Tip! Use the Look for field to locate a transaction by order number. Order numbers can be found on each receipt.
- If a tip needs adjusting, select the order and press Adjust.
- Additional transactions can be added before the batch closes. If you are not ready to close the batch, press Close. If you are ready to close the batch, press Close Batch. See next section: Step #3 Close Batch
After all tips are added, the batch is ready to be closed. Batches are closed by Admin or Power Users.
- Navigate to the Register.
- Select the local menu icon.
- Select Close Batch.
- Confirmation: Carefully decide whether you are ready to close the batch. If ready, press Yes. Note that closing a batch cannot be undone.
- Enter your Admin or Power User PIN.
- Tap Close.
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