How to Create a Charge
Follow these steps to add a named order-level charge to your store catalog.
Before you start
- The Charges · Modify permission.
Steps
1
Go to Charges
Open the sidebar menu, go to Configurations, and under Payments & Tax select Charges.
2
Tap New Charge
Tap New Charge. It shows to people who may change charges.
3
Fill in the details
Turn on Enable. Enter a Name, such as Service charge, Corkage, or Rush fee. Pick a Rate Type: Fixed, or Percentage of the order total after discounts. Enter the Rate. Optionally turn on Auto-apply to add it to new orders by default. Service Modes appears only with Auto-apply on and limits it to specific modes. Leave it empty for all. See the Charges Overview.
4
Save
Tap Save. The charge is available on the POS register Charges sheet from the next order.
What happens next
- The store's charge list and the register's list are refreshed, so the charge applies from the next order. Other devices are told only on plans with live sync.
Edge cases
- The rate must be 0 or more and rounds to 2 places. Only the app stops a percentage over 100, so keep percentages at or under 100.
- Service modes are kept only on an auto-apply charge. A charge a cashier picks by hand applies whatever the order's service mode is, so there is nothing to scope.
- Edit a seeded template charge instead of creating a duplicate.
- Match your published policy. A 10% service charge should match what you tell guests.
Works with
| Add-on or plan | What changes on this page |
|---|---|
| Any plan | Charges work on every plan, including Basic. |