Skip to main content

Tip/Gratuity Processing

Tip Processing​

Tips can be processed in POS for sales transactions if the parameters have been defined in the POS parameters. All locations and registers cash out to one GL clearing account for tips collected. Tips can be cashed out in the register using a bill code or cleared during payroll processing. The requirements and processing steps are listed below. Voiding and or refunding tickets with tips do not refund the Tip amount

Prerequisites;

  • GL Accounts for collecting the tips should be defined. A single account should suffice and it would normally exist in the liabilities section near your other payroll clearing accounts of the COA. However your particular setup could be different. Contact your CPA should you have questions about where it should be created.
  • POS parameters must be defined for tips;
  • Tips GL account on the General tab.
  • Cash Tips pay type on the Cash Register tab.
  • Tip processing flag checked on Miscellaneous tab.

Requirements;

  • WorldPay credit card integration with proper merchant account defined for accepting tips. Note if you do not process credit cards within DockMasteryou may still need to contact your merchant services provider to confirm you are setup for processing tips.
  • Ithaca Iterm280 receipt printer for tip receipts.
  • Once the Tip transaction has been started the ticket must either be completed as a tipped transaction, or the ticket must be voided.
  • Only Clerks that are Super users or those that have been assigned the capability can remove an item from a ticket once the check has been printed. Set the override from the menu by selecting, System Administration, Security, Processes, Remove POS line items

Note: Tips, regardless of type (cash, check, house, credit card) are included in the daily register totals by pay type. If you allow staff to cash out their tips from the register prior to closing the day you will need to track those cash outs using the Paid Outs function located at Functions, Paid Outs.

Tip Transaction Processing

To process tips the POS sales transaction will be started as normal and items will be added. Instead of completing the ticket it will be suspended until the customer is ready for checkout. Then when ready to close the ticket the clerk will print the check, collect funds, and return to complete the ticket. Follow the tip processing steps noted below.

  1. Start a new ticket by accepting the default customer or adding a customer.
  2. Add items to the ticket and suspend it if the customer is not ready to check out. Note that items can be added to the ticket after it is suspended by recalling the ticket as needed.
  3. Once the customer is ready to complete the transaction, recall the ticket and tap the print check button in the finish / pay ribbon. The check receipt will be printed and the ticket will be suspended.
  4. Present the check to the customer, and collect payment. Note if the customer is allowed to charge to a house account no payment or signature will be collected at this point.
  5. Return to the register and recall the ticket, tap the Finish / Pay button to process the payment and prepare the ticket for closing.
  6. Select the payment type(s) given, and tap the save button.
  7. Then present the final check receipt, and once the customer has signed it return to the register to complete it.
  8. Recall the ticket and;
    • if no tip was given tap the complete button to close the ticket.
    • otherwise to add a tip recall the ticket and when the finish / pay window appears, tap the Tips button to add the tip.
    • If a tip was given for the pay type processed add the tip amount to that pay type's row in the tip column.
    • If a cash tip was given in addition it can be added to the tip amount on the cash tips row.
  9. Once the tips have been added tap the complete button to close out the ticket.

Tip Reporting

A tip report is located in DockMaster for reporting tips collected for the current day. It can be modified as needed when generating or saved as a custom report.

The report can be found starting from the menu, select Inventory Management, Inventory Reports, Point Of Sale Reports, then select DM Reports and then locate DM.POS.CLERK.TIPS - Clerk Tip Report in the list.

Cashing Out Tips

If you cash out your staff's tips from the register you should utilize the Paid Out function located in POS, Functions, Paid Out. This will allow you to properly track cash paid out of the drawer for reporting and end of day register check out.