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!

Discounts are created and managed in the Dashboard - click here to learn how to set them up. (add link to discount HC article)

There are two types of discounts:

• Check-Level Discounts: Apply to the whole check. Tap Apply under the item list and choose a pre-configured discount (e.g., Employee Discount -20%).

• Item-Level Discounts: Apply to individual items. Swipe left on an item and select a discount.

Note: Some discounts may require a manager PIN. 

• These apply to the full check (not individual items).

  • For example: See the corkage fee appears as a separate line item.

• 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.