Check Management

Navigate to Server View

From the Home Dashboard, tap Server to access your tables and checks. The dashboard provides quick access to all major functions: Server (for managing checks), Host (for seating), Guest Book, Floor Plan Editor, and more.

Open or Create a Check

From the Server view, tap All Checks in the top-right corner to see your open and closed checks. A new check appears in the list showing:

• Guest name (or "Unnamed Guest")
• Assigned server
• Opening time
• Current balance

View Check Details

Tap the check to open it. An empty check displays:

• Left panel: Order items (empty at first)
• Right panel: Check Info showing server, guest count, tables, and payment status
• Add items button to start ordering

Key actions available: Add items, Print Bill, Comp, and Close.

Browse the Menu

Tap Add items to open the menu. Items are organized by:

• Categories (top tabs): Dinner, Lunch, Drinks, Dessert, Wine
• Subcategories (colored buttons): Appetizers, Pizzas, Salads & Soup, etc.
• Seat selector (top-right): Assign items to specific guests

Each menu item shows its name and price. Tap an item to add it to the check.

Add an Item

When you tap a menu item (e.g., Tomato Bruschetta - $15.00), it immediately appears in the check on the left panel. The item shows:

• Item name and price
• Seat assignment (e.g., "Seat 1")
• Status: Held (not yet sent to kitchen)

The subtotal updates automatically. Continue adding items or proceed to send to kitchen.

Review the Check

Before collecting payment, review the check to ensure all items are correct. The check shows:

• All ordered items with prices
• Seat assignments for each item
• Subtotal at the bottom
• Pay $XX.XX button when ready

In this example, the check includes Tomato Bruschetta ($15.00), Faroe Islands Salmon ($35.00), and Rustica pizza ($26.00) for a total of $76.00.

Send Items to Kitchen

Before collecting payment, items should be sent to the kitchen. Tap Send to transmit the order. A confirmation dialog appears listing all items to be sent.

Tap Send to confirm. The items will show "Sent" status when complete.

Tap Pay

After items are sent (shown with green Sent badges), tap the Pay $76.00 button at the bottom of the check. This opens the payment method selection screen.

Items must be sent before payment can be collected.

Select Card Payment

The payment screen shows:

• Amount Due: The total amount ($76.00)
• Amount Tendered: Amount to charge (defaults to full amount)
• Payment methods: Card, Gift card, Cash

Tap Card to process a credit or debit card payment.

Select Payment Terminal

A dialog appears listing available payment terminals. Tap the terminal you want to use (e.g., "PAX A920 Test Update").

If only one terminal is available, it may be selected automatically.

Confirm and Send to Terminal

A confirmation dialog appears showing the charge amount and selected terminal. Review the details:

• Charge amount: $76.00
• Terminal: PAX A920 Test Update

Tap Send to terminal to initiate the card payment.

Await Card Payment

The screen shows "Awaiting card payment" with a progress indicator. The Payment Summary displays:

• Subtotal, Tax, Tip breakdown
• Total amount: $76.00
• Captured: $0.00 (until payment completes)
• Balance Due: $76.00

The guest should follow prompts on the terminal to insert/tap/swipe their card and enter a tip.

Payment Complete

Once the card payment is processed successfully, the Check Info panel updates to show:

• Payment: Paid amount and balance (e.g., "Paid $91.20 - Owed $0.00")
• Close time: When the check was closed

The payment includes any tip entered on the terminal. Options available: Print Bill, Split.

The message "This split is closed" confirms the check is complete.

View Closed Check

Tap All Checks and select the Closed tab to see completed checks. The closed check appears in the list showing:

• Guest name and table number
• Server name
• Items ordered
• Final amount paid (including tip)
• Close time

You can tap any closed check to view details or reprint receipts.

Send to Kitchen

Tap Send at the bottom of the check panel. A confirmation dialog appears asking to confirm sending items to the kitchen. Tap Send to confirm. The order is transmitted to kitchen display systems and printers.

Verify Items Are Sent

After sending, items show a green Sent status instead of "Held". This confirms the kitchen has received the order. You can continue adding more items and send them in batches as needed.

Tap Split

From the check detail view, tap the Split button in the right panel.

View Split Options

The split options screen opens where you can choose how to divide the check.

Choose Split Method

Select how you want to split the check:

• Split by Guest: Automatically divides items based on seat assignments
• Split by Item: Manually select which items go on each split
• Split evenly: Divide the total equally among guests

For parties where each guest ordered separately, Split by Guest is the fastest option.

Review the Splits

Before confirming, review the split preview showing each guest's items and subtotal. You can see:

• Items assigned to each split
• Subtotal for each split
• Seat assignments

Tap Confirm to create the splits.

Pay Each Split

After splitting, the check shows tabs for All, Split 1, Split 2, etc. Select each split tab to view and process payment for that guest. Each split can be paid separately with different payment methods.

Select Item to Comp

Tap on the item in the check that needs to be comped. This opens the item detail view showing:

• Item history (when added, when sent)
• Resend: Re-send to kitchen
• Void: Remove item entirely
• Comp: Apply a discount

Tap Comp to proceed with the comp.

Choose Comp Reason

Select the reason for the comp from the available options:

• Kitchen Error: Issue with food preparation
• Service Error: Service-related problems
• Guest Complaint: Customer satisfaction issue
• VIP / Loyalty: Courtesy for special guests
• Employee Meal: Staff discount

Each reason has a code for tracking and reporting purposes.

Enter Comp Amount

Specify the comp amount using either:

• % Percent: Enter a percentage (e.g., 50% or 100%)
• $ Amount: Enter a specific dollar amount

For a full comp, enter 100%. Tap Confirm to apply the comp.

Verify the Comp

After applying the comp, the item shows:

• Comped status in purple
• Original price with discount applied
• Comp reason and amount in the item history

The check subtotal updates automatically to reflect the discount.

Select Item to Void

Tap on the item in the check that needs to be voided. This opens the item detail view showing:

• Item history (when added, when sent)
• Resend: Re-send to kitchen
• Void: Remove item entirely
• Comp: Apply a discount

Tap Void to proceed with removing the item.

Choose Void Reason

Select the reason for voiding the item from the available options:

• Entry Error (pre-send): Item was entered incorrectly before sending
• Duplicate Entry: Item was added twice by mistake
• Customer Changed Mind: Guest decided against the item
• Post-Send Void (stop cook): Cancel item already sent to kitchen
• Wrong Table / Seat: Item assigned to wrong location
• Payment Declined / Cancelled: Payment issue
• Third-Party Cancel: External order cancellation
• System / Device Error: Technical issue
• Other Void: Other reasons

Each reason has a code for tracking and reporting purposes.

Confirm the Void

A confirmation screen appears showing:

• The selected void reason and code
• A Void button to confirm

Tap Void to complete the action. This may require manager approval depending on your restaurant's settings.

Verify Item Voided

After voiding, the item shows:

• Voided status in red
• Price reduced to $0.00
• Original price shown with strikethrough

The check subtotal updates automatically to reflect the removal. If all items are voided, you can close the check with $0 due.

Open Tables Field

From the check detail view, look at the Check Info panel on the right. Find the Tables field and tap the pencil icon next to it. This opens the table selection screen where you can assign or change the table.

Select New Table

The table selection screen shows the floor plan with available tables. You can:

• Tap a table on the floor plan to select it
• Filter by Table Status (Ready, Occupied, etc.)
• Filter by Server to find tables in a specific section

Select the new table and tap Confirm to complete the transfer.

Verify Table Transfer

After the transfer, the check header updates to show the new table number (e.g., "Unnamed Guest - 21"). The check info panel also reflects the new table assignment. The server remains unchanged, ensuring continuity of service.

Open Check Info

From the check detail view, tap the pencil icon next to Active Server in the Check Info panel. This opens the server selection screen.

Select New Server

A list of available servers appears. Tap the name of the server who should take over the check. The check is immediately transferred and will appear in the new server's list.

Open Payment Options

Tap Pay $XX.XX to open payment options. Available payment methods:

• Card: Credit/debit card via terminal
• Gift card: Redeem gift card balance
• Cash: Accept cash payment

The Amount Due and Amount Tendered are shown at the top. Adjust the tendered amount if the guest provides a different amount.

Handle Cash Payment

When accepting cash, you'll be prompted to specify where the cash goes:

• Keep on person: Employee holds the cash (no drawer access needed)
• To cash drawer: Deposit into assigned cash drawer (may require manager approval)

Select the appropriate option and tap Confirm to complete the transaction.

Confirm Check Closed

After payment is collected, the check shows "This split is closed" indicating completion. The check moves from "Open" to "Closed" in the checks list. You can still view closed checks for reference or reprint receipts.