Tip Setup

Previously, the only way in which a SunLync point of sale user could process a Tip, was by adding a Custom Service to the POS grid prior to finalizing the sale. Unfortunately, this basically means that employees must ask BEFORE they finalize the sale, if the customer would like to leave a non-cash tip (in the case of a credit card transaction). Also, because of it being a custom service, there was no way to provide this on any kind of payroll export - tips are taxable income and should be exported, along with payroll hours, for accountants etc.

Setup

There is a new "Enable Tips" (1) and "Cash tips are removed before drawer count" (2) options in Store Parameters > Point of Sale.

If you have your Credit Card Processing Type set to Terminal, you will need to have the following option (1) checked in order for POS to prompt the user to enter the Tip amount.

Functionality

The Enable Tips option will enable the Tips feature at the store level. The functionality for credit card transactions and cash transactions are a little different. That will be explained below.

The option to remove tips before drawer count will take into account the amount of credit card tips and accommodate that amount to be removed from the cash drawer upon counting the drawer for a shift.

Credit Card Transactions

If the Tips feature is enabled, you have the ability for the system to track the total amount of tips received per employee. The process is different between integrated credit card gateways, and the transaction is being processed with a credit card terminal outside of SunLync.

Integrated Credit Card Transactions

If you are using an Integrated gateway (Cayan or SlimCD), you will be prompted after the original sale is preauthorized and approved to enter a tip amount. At this point, the user will need to enter the tip amount which will initiate the system to perform another transaction in order to FORCE the credit card transaction to include the tip amount.

Processing via Verifone/Genius

The Cayan Genius/ SlimCD Verifone devices have functionality that allows the customer to enter a tip amount, or, a final payment amount. If a tip is added onto one of these devices, the value is then reported back to SunLync once the credit card transaction has finalized.

Processing Manually

When selecting to enter the credit card payment manually or by way of USB HID, SunLync will initially process an authorization on the customers card to authorize the initial subtotal. A credit card receipt will need to be printed in order for the customer to sign.

If the customer adds a tip onto the credit card receipt, they will have the ability to add a tip amount. If the customer adds a Tip, the employee will then enter that amount onto the screen below before completing the transaction. This will result in a Forced transaction with the TOTAL amount being processed against the customer's card. The authorization will not post to the customer's account.

Terminal Credit Card Transactions

In order for SunLync to prompt the employee for a Tip amount to add to the transaction, the option to enforce External Processor Approval must be enabled in the Credit Card Processing screen.

Cash Transactions

If you are processing a cash transaction and the customer would like to provide a tip in addition to the Total Amount shown at point of sale, when inserting the Cash payment type to the transaction grid, the employee will want to add the tip amount in excess of the sales price. SunLync will then prompt the user that the amount tendered is greater, confirm if the excess is a Tip. If YES, a line item for the tip is recorded when the sale is finalized.

Reports

In the Financial Reports, there is a new report that will allow you to be able pull a report on Tips received by employee. Below is an example report of Tips for Fake Employee.