Manage Bar Tabs with Tab Auth

• Limit fraud from fake or stolen cards: Run pre-auth to check that a credit card is valid and has sufficient available credit before a tab is run up.
• Avoid Insufficient Funds: Min and Max fields in Tab Auth settings ensure that the customer is able to cover the order cost.
• Faster Transactions: Tab Auth increases workflow speed and cuts down on close-out times.
• Convenient: Hand the card right back to the customer after pre-auth; a physical credit card does not need to be retained to complete authorization at the end of the day.

Tab Auth is available for restaurant verticals.  The Tab Auth feature is enabled in Register Settings, where existing Tab Auth preferences can be adjusted as well.

Customer orders are placed at the register. When Tab Auth is selected, the Tab Auth button takes the place of the Debit button at the register.

1. Create an order by selecting items at the register.
2. Select Tab Auth.
3. When prompted, insert or swipe the customer’s card.
   • Note: The initial amount charged is the minimum entered on Tab Auth setup.  See: Tab Auth Setup
4. Once the credit card is authorized, an itemized receipt prints. Return the receipt and card to the customer. The customer’s card will no longer be needed to run or close the tab.
   
5. Additional items can be added to the customer’s order by re-opening the order. Tap Get Order.
6. Find the customer’s order, and double-click on the label description to open the order.
   • Note: The << symbol indicates that the order is a Tab Auth.
7. Re-open to add items, and then re-save the order.  Continue adding items until the customer is ready to close their tab.

Customer tips are added before their tab is closed. Hand the customer a printed copy of their receipt so they can enter a tip amount.

1. When a customer is ready to close their tab, click Get Order.
2. Click to highlight the customer’s order, and tap Print.
3. Hand the printed copy of the receipt to the customer so they can add a tip.

1. After customers add a tip to their receipt, tap Get Order.
2. Select the customer’s order, and tap Open.
3. Once the order displays, the Tab Complete tab displays instead of Tab Auth. Tap Tab Complete.
   • Note: Always close Tab Auths by using Tab Complete and NOT Complete Auth.
4. When prompted, enter a tip amount. Tips are found on the tip line of the merchant’s signature copy.
5. Tap OK to complete the Tab Auth.
   

Tab Auth transactions are closed via Tab Complete, but Tab Auth transactions can still be viewed on the Complete Auth review screen.

1. Press Complete Auth at the Register.
2. Select Review.
3. View the list of completed Tab Auths.