Managing Checks in the POS System

Checks in the POS system help your team manage orders, take payments, apply discounts, and add service charges - all in one place. This guide walks you through how to use checks during service, from creating an order to closing it out.

• Flex Mode: Tap the bottom-left tabs to open the check view

• Solo Mode: The check appears on the left, and the menu is on the right

When you start a check:

• All ordered items show up on the left

• Payment options appear on the rigt

• Cash: Enter the amount received or tap for exact/rounded totals

• Card: Use swipe, insert, or tap (Flex supports tap-to-pay)

• Gift Card: Enter the card number and confirm

• Tap Split to divide the check into multiple payments

• You can split as many times as needed

• Adjust amounts manually - remaining balance updates automatically

• To remove a split, swipe left and delete it

Note: Splitting by item is not available yet, but is coming soon!

1. Navigate to the Pay Screen on an open check.

2. Tap the appropriate button for either + Discounts & Fees, Service Charge, or Promo Code.

3. Then, select whichever one you’d like to apply to the check.

• To apply promo codes you will need to key in the code to apply to check

• Some discounts require manager approval, depending on your settings.

• Managers can also enter custom discounts directly on the POS.

Q: Where are discounts set up?
A: Discounts are preconfigured in the Dashboard and available during checkout.

Q: Can I enter a custom discount?
A: Yes, managers can enter them manually on the POS.

Q: Can I split a check by item?
A: Not yet. Only amount-based splits are supported for now.

Q: Can I move part of a check to another table?
A: This feature is coming in a future update.

Q: Do all discounts need manager approval?
A: Only some—this depends on your permission settings.