How to pay and close a tab

Paying and settling a tab

To take payment for an active tab:

1. Tap the sale name at the top of the cart, select Tabs, then select the required tab.
2. Process the payment using Charge, Cash, or Split, just as you would for a standard transaction.
3. Once the tab balance is paid in full, select either Keep Open or Close Tab:
   • Keep Open: Retains the tab in your active Tabs list so staff can add more items to it later.
   • Close Tab: Formally closes the tab and marks the transaction as Paid in your Sales History.

Paying part of a tab (Split Payments)

To take a partial payment (e.g., when individuals in a group want to pay separately):

1. Select Split as the payment method.
2. Enter the amount being paid by the individual.

The tab remains open with the remaining balance owing, and the cart updates to display the total Already Paid.

Closing a open tab later

If you previously selected Keep Open and the customer is now finished:

1. Open the tab from your Tabs list.
2. Tap the three dots (more options icon) at the top of the cart.
3. Tap Close Tab.

• Note: The Close Tab option will only appear once the outstanding balance is fully paid ($0 balance remaining).

Viewing tabs in Sales History

You can track active and completed tabs from your Sales History:

• Open tabs appear marked as Not Paid or Partially Paid, with the tab name displayed beneath the entry.
• Closed tabs appear marked as Paid.
• Tap any transaction entry to view its Tab Details, including its total balance and assigned spend limit.

Need further assistance?

If you experience any difficulties paying or closing a tab, please contact our Support team for assistance.