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Check Closing

iQ-POS offers several different options when settling the Guest Check to provide the user with greater functionality.

Closing Checks in a Gift Shop/Quick Serve Environment​

In this situation you are not holding the check but closing it immediately, for example in a Gift Shop or Quick Serve Restaurant environment. After ringing the desired Items select F4 - Payment Print. This will display a new screen showing the payment options, either the defaults from roomMaster, or those that were setup in the POS Override Accounts. If the Guest Check has a Debit Balance, the Payment Options will be displayed. If the Guest Check has a Credit Balance, for example, for a return, the Refund Options will be displayed. Simply select the desired payment option and enter the tendered amount. If paying Cash, the user can enter the total amount tendered and iQ-POS will calculate the Change Due and display this to the user. A payment and a refund key MUST be set up for cash in the configuration as the Change Due will be posted against the Refund account used.

If needed the user can make multiple payments on the Guest Check with different methods of payment. Entering each payment method and the amount tendered as needed. Billing to a Room is setup in the configuration using account codes created in roomMaster. After selecting the Bill to Room payment key, the user will be prompted for the tendered amount, then the room number. There is also an option to look up the room number. This option will display all guest room folios including Desk folios in alphabetical order to the user.

Note: The Desk Folios can be removed from the room look up if desired by a setting in the configuration for Bill to Room.

Credit Card Payments when using integrated Credit Card Processing Software, like Shift4's Dollars on the Net,or CommIdea, are extremely fast. After ringing the desired items swipe the credit card directly from the Terminal Screen. The swipe will automatically display the Credit Card Processing Screen, then display the Amount Tendered Screen. After the amount is entered, the transaction screen will appear. Press Process to complete the transaction. This feature eliminates the need to press the F4 - Payment Print button and then having to select the payment type.

Note: If using a stand alone credit card processing solution this feature will still work if you swipe the credit card in iQ-POS as well, if not the user will have to go through the F4 - Payment Print button to complete the sale.

iQ-POS is automatically configured to allow Guest Checks to be closed directly to a City Ledger Account in roomMaster. When the user selects the F4- Payment Print button a payment option for City Ledger will be available. After selecting this payment key, the user will be prompted to select a Company Master from an alphabetical listing. Use the up and down arrows to scroll through the listing or press Find Name to display a keyboard from which you can enter the first letters of the company name to find it quickly. If desired through a setting in the configuration, the user will then be prompted to enter a Voucher to further identify this Invoice on the City Ledger Invoice Listing. If you set up different account codes to use in POS Override Accounts, make sure to include the City Ledger transfer account codes for both payments and refunds, 210 and 211 by default.

Closing Checks in a Restaurant Environment​

The payment options when you are starting guest checks and placing them on hold to close at a later time in a full service restaurant environment are very similar to the above options with a few exceptions. The main exception is in closing the check to Credit Card payments using the Credit Card Processing Interface.

Note: The Restaurant Mode option should be selected on the workstation level.

Closing Checks to One Credit Card Payment​

After ringing all desired items and presenting the guest with a Detailed Receipt, the guest is ready to pay the entire check with a credit card. If you are using the Credit Card Processing interface, use the following steps:

  1. Press Hold/Recall to open the Guest Check, then scan the credit the card. Select Present Card Receipt > Process the Pre-Authorization > Place the check back on hold.

  2. Present the Summary Receipt to the guest to add a gratuity and sign.

  3. Retrieve the completed Summary Receipt from the Guest, recall the Guest Check and select F4 - Payment Print. The type of credit card used in the Pre-Authorization will cause that payment type to be highlighted in Red. Select this payment type, then Confirm/Close Check. Enter the tip amount and process the credit card to the final amount. Print a final credit card receipt

Pre-Posting Surcharges in iQ-POS

When the Post Surcharge Prior to Posting option is selected in roomMaster for iQ-POS credit card accounts, and the surcharge amount is set as a percentage, the surcharge amount is based on the charge amount prior to the Tip being added.

Example: If the Pre-Posting Surcharge is 5%, the pre-tip amount of a bill is $75, and the tip is $7.50, the total charge on the card would be $86.25 ($75+ $3.75+ $7.50).

The Tip amount is included in the final posting but the surcharge, $3.75, is only based on the amount of the bill before the tip is added.

If you are not using Credit Card Processing to process the credit card, use these steps:

  1. Process the credit card transaction using the procedures for your stand alone processing solution.

  2. In iQ-POS, recall the held check and enter a credit card payment for the final total(including tip) to settle the check. To record the Tip in iQ-POS, the server will have to manually add the tip by pressing F4 - Payment Print > Gratuity/Tip Options.

Closing Checks to Multiple Credit Card Payments​

Follow the same above steps for each Credit Card Payment to get an authorization on each card being used, the press Hold/Recall to put the entire order back on hold. When ready to Close the check, select Confirm/Close Check. This will display up to 3 different credit card authorizations at a time. Select the desired authorization and finalize that credit card payment. Repeat until all payments are finalized.

Note: iQ-POS will only display 3 pre-authorized cards at one time, however there is no limit to how many credit cards can be pre-authorized on a Guest Check. As one pre-authorization is settled, then the next one will be displayed. If a guest decides to pay with a credit card in the middle of the meal, you will not be able to Confirm/Close Check until the end of the meal when all guest are ready to finalize the check, so simply pre-authorize the credit card and hold that receipt until the end of the meal and finalize with the rest of the payments.

Closing Checks to Multiple Credit Card Payments - Specific Amount​

When a guest wants to use multiple credit cards to pay for a check, the Charge Card Now option is used. For example, a guest wants $50 of a $75 check charged to one credit card, and the balance charged to another one. Use the following steps to complete this process if you use the Credit Card Processing interface:

  1. Recall the check > swipe the credit card to be charged the flat amount > select Charge Card Now (No Tip/Authorization) > enter the amount to be charged to the card > process the card.

If you are not using Credit Card Processing to process the credit card, use these steps:

  1. Process the credit card transaction using the procedures for your stand alone processing solution.

  2. In iQ-POS, recall the held check > select F4 - Payment Print > select Charge Card Now (No Tip/Authorization) > enter the amount to be charged to the card > press OK to post the payment.

Use the appropriate procedures for closing the balance of the check depending on whether an authorization had already been obtained and a tip was added to the check.