Enable Checkout Fee (Customer Service Fee) – Prior Releases

Customer service fees are enabled by Admin Users.

1. From Home, tap Settings.
2. Choose Account.
3. If not already selected, click on the Cash Discount tab.
4. Select the Customer service fee checkbox. 
5. Choose one or both options: Charge on credit and/or Charge on cash; Charge on credit and Charge on cash can be selected simultaneously. 
6. Type a value in the Amount field, and choose whether it will be a Percent or Dollar value.
7. Customer service fee receipt message is optional. To include a message, enable “Customer service fee receipt message” and type a message into the text field.
   • Tip! Use variables in receipt messages to customize receipts. The variable {%disc} in a receipt message will display the percentage applied. For example, for a 10% discount, the message: “A {%disc} service fee has been applied” will appear as “A 10% service fee has been applied”. “A {$disc} service fee has been applied” displays “A $10 service fee has been applied”.  Similarly, the {dollar} variable will display the dollar amount applied.
8. Press Save.

Customer service fee is activated for entire categories and subcategories in the Items section.

Activate Customer Service Fee for a Category:

1. From Home, tap Items.
2. Select Categories.
3. Choose a category. Use the green arrows to scroll through a long list of categories.
4. Select Allow cash discount.  When enabled, cash discounts and/or customer service fees apply.
5. Press Save.

Activate Customer Service Fees for a Subcategory:

1. From Home, tap Items.
2. Select Categories.
3. Choose a category. Use the green arrows to scroll through a long list of categories.
4. Choose a subcategory.
5. Select Allow cash discount. When enabled, cash discounts and/or customer service fees apply.
   
6. Press Save.

Use Advanced Item Search to pull together a specific group of items. Then activate customer service fees for that specific group of items.

1. From Home, tap Items
2. Choose Items List.
3. Within Items List, use search items to pull together a group of items.
   • Search for specific terms by clicking on a column heading, such as Item.  Then type into the Start typing search string field. For example, to find all instances of ’30’ within an Item description, click on the Item column heading, then type “30” into the Start typing search string field.
   • For a robust search of the entire Items List, click on Advanced Item Search.
4. View search results to confirm that intended items display.
5. Click Modify All List Items.
   • Note: Select Modify All List Items to modify all items displayed on the Items List screen. Before you modify a list of items, confirm that the items listed in the window are intended.
6. Double-click to enable Cash discount. When enabled, cash discounts and/or customer service fees apply.
   
7. Press OK.
8. Tap Yes to confirm your selections.

Cash Discounts are activated for individual items within Item Details.

1. From Home, tap Items.
2. Choose Items Details.
3. If the item’s record is not already appearing, click List to pull up a list of items.
4. Select an item. Scroll or use search options to find an item.
5. Confirm that the correct record is displayed.
6. Select Allow cash discount.  When enabled, cash discounts and/or customer service fees apply.
7. Press Save.