Enable and Use the Open Tab & Pre‑Authorization Feature

I. Purpose

This feature allows restaurants and bars to securely store a customer’s payment information from the first order, eliminating the need for multiple payment transactions when additional items are ordered.

II. Instruction steps

1. Enable Pre‑Authorization on the Dashboard

Step 1: Access Sales Settings

1. On the Dashboard, go to Settings.
2. Select Sales.

Step 2: Activate Pre‑Auth Feature

1. Scroll down to the Payment section.
2. Click the Edit icon.
3. Check Use the pre-auth feature.
4. Set the default pre-authorization amount.
5. Click Save to apply the changes.

The Pre‑Authorization feature is now enabled.

2. Configure and Use Pre‑Authorization on POS

a. Connect the Payment Terminal

1. On the POS, go to Settings.
   
2. Select the Payment Terminal tab.
3. Choose the appropriate PAX terminal and connection type.
4. Enter the required information.
5. Click Connect.

The payment terminal is now connected.

b. Process a Pre‑Auth (Open Tab) on POS

Step 1: Open a Tab

1. Click Open Tab.
2. Select Card Info and choose an existing customer.
   • If the customer is new, add their information and click Done.
3. Click Next to continue.

Step 2: Confirm Pre‑Authorization

1. Confirm the transaction on the payment terminal.
2. The system will pre‑authorize the default amount.

The tab is now successfully opened.

Step 3: Take Orders

1. Select the items ordered by the customer.
2. Click Fire to send the order to the kitchen/bar.

Step 4: Add Additional Items (If Needed)

If the customer orders more items:

1. Go to Order.
2. Select the customer’s open tab.
3. Add the new items.
4. Click Fire to send them to the kitchen/bar.

Step 5: Finalize Payment

When the customer is ready to pay:

1. Open the customer’s order.
2. Click Pay.
3. Click Pay again to complete the transaction.

The system will capture the final amount from the pre‑authorized card.

Have a nice day!