Check Close Options

Use check close options to define how you capture customer signatures, on printed paper or electronically on the device screen, and how you provide receipts to customers. You can set receipts to auto-print, or to provide your customers with the option of receiving their receipts in an email message, which can be a great way to capture customer information and build your mailing list. 

Capturing Customer Signatures on Printed Receipts 
You can configure the POS to always print a receipt for customers to sign when using a credit card to pay for their order.  

1. At the Settings screen, under ‘CHECK CLOSE OPTIONS,’ tap Check close options. The Close Check screen appears. 

2. Under ‘SIGNATURE CAPTURE,’ tap On paper. 

3. Tap Settings to return to the Settings screen, or continue to Configuring the Receipt Option Screen for quick check close options. 

Capturing Customer Signatures Electronically 

You can configure the POS to capture customer signatures electronically on the device screen when using a credit card to pay for their order.  

1. At the Settings screen, under ‘CHECK CLOSE OPTIONS,’ tap Check close options. The Close Check screen appears. 

2. Tap Digitally on screen. Tip Configuration appears, enabling you to define up to three tip percentages or dollar amounts for your customers to select from when they digitally sign for a credit card purchase. 

The customer can elect to provide a different tip percentage or dollar amount on the screen.  

3. Tap Tip Configuration to change the default tip percentage amount. The POS defaults to the following percentage amounts:15%, 18%, and 20%. 

To turn off a percentage option, swipe the individual percentage button from right to left. 

To change the percentage, tap the percentage number, type a new percentage, and tap Done. 

To use a dollar amount instead of a percentage, swipe an individual dollar amount button to the right. The system turns off the corresponding percentage button. Tap inside the box, enter a dollar amount, and tap Done.  

4. Tap Settings to return to the Settings screen.

Configuring the Receipt Option Screen 

The POS enables you to provide your customers options for receiving their receipts. By disabling ‘Quick check close,’ the Receipt screen appears when you close a guest check and provides you with the option to email, print, reprint, or not provide a customer with a receipt. When you select ‘Quick check close,’ the Receipt screen does not appear, and customer receipts print to the local printer when you close a guest check.

When you disable ‘Quick check close,’ the Receipt screen appears after you close each check.  

1. At the Settings screen, under ‘CHECK CLOSE OPTIONS,’ tap Check close options. The Close Check screen appears. 

2. Swipe the Quick check close button to the right to prevent the Receipt screen from appearing and to have the system automatically advance to the next ticket. When you select ‘Quick check close,’ Print customer receipt appears, and by default, the system enables the option. 

-OR- 

Swipe the Quick check close button to the left to have the screen appear when you close each guest check.

3. Swipe the Required Pin Entry button to the right if you'd like the POS to automatically close completed checks and require a cashier to input their POS PIN in order to access the POS. 

4. Tap Settings to return to the Settings screen.

Use Customer prompt to remind you to assign a customer to a guest check when closing a guest check, which can be a great way to collect customer information and build your marketing list.

At the Settings screen in the POS app, under ‘CHECK CLOSE OPTIONS,’ swipe the Customer prompt button to the right to activate the prompt for a customer. By default, the POS disables the option. 

See also: 
Accessing the Device Settings