Tabs

Last Updated: September 5, 2023

Register supports the creation and management of Tabs, but this is dependent on the Integrated Payment Solution you have purchased. For more information, please speak to your Solution Provider.

  • Merchants can create new Tab transactions, either before the transaction has been started, or during the transaction, and then continue to add products to the “Tab Account” until such time as the Tab is ready to be completed and closed.
  • The Register will monitor the available funds in the Tab and display an alert as soon as the value of the Tab has been reached or exceeded. In this case, on completion or closing of the Tab, you might need the Customer’s Card a second time.
  • Both the Pre-Authorizations and the Suspended Transaction functionality must be enabled for Tabs to function correctly.
  • Opening a Tab before a Transaction (Both Modes)
  • Opening a Tab during a Transaction (Landscape Mode)
  • Opening a Tab during a Transaction (Portrait Mode)
  • Adding Products to a newly created Tab (Both Modes)
  • Adding Products from a Suspended Transaction Tab (Both Modes)
  • Closing a Tab (Both Modes)
  • Cancelling an Open Tab (Both Modes)

  • Opening a Tab allows the customer to pre-authorize a certain amount from their credit card for use in the Tab. The Merchant can then suspend the transaction in order to add products at a later time, or as the customer places orders. (In the case of a Bar or Restaurant)

    • A Tab can be opened either before or during a transaction.
    1. Tap the Open TAB button
    2. Enter the Value of the Tab
    3. Tap Continue
    4. Tap Done
    5. Tap OK
    6. Follow the Suspend Transaction process

    The Suspended Transaction process will be dependent on your configuration settings.

    During a transaction but before Suspending

    1. Add some products to the Journal
    2. Tap the Other Tender button
    3. Tap Open Tab on Card
    4. Enter the Value of the Tab
    5. Tap Continue
    6. Tap Done
    7. Tap OK
    8. Follow the Suspend Transaction process

    From an already Suspended Transaction

    1. Tap the Resume Transaction icon
    2. Find the transaction, and tap Resume
    3. Tap the Other Tender button
    4. Tap Open Tab on Card
    5. Enter the Value of the Tab
    6. Tap Continue
    7. Tap Done
    8. Tap OK
    9. Follow the Suspend Transaction process

    The Suspended Transaction process will be dependent on your configuration settings.

    During a transaction but before Suspending

    1. Add some products to the Journal
    2. Tap the Pay Button
    3. Tap the Other Tender button
    4. Tap Open Tab on Card
    5. Enter the Value of the Tab
    6. Tap Continue
    7. Tap Done
    8. Tap OK
    9. Follow the Suspend Transaction process

    From an already Suspended Transaction

    1. Tap the Resume Transaction icon
    2. Find the transaction, and tap Resume
    3. Tap the Pay Button
    4. Tap the Other Tender button
    5. Tap Open Tab on Card
    6. Enter the Value of the Tab
    7. Tap Continue
    8. Tap Done
    9. Tap OK
    10. Follow the Suspend Transaction process

    The Suspended Transaction process will be dependent on your configuration settings.

    Adding products to the Tab is the same process as that of normally adding products to the transaction. The only difference is that the Tab must have already been created, or resumed from a suspended transaction.

    1. Tap the Open TAB button
    2. Enter the Value of the Tab
    3. Tap Continue
    4. Tap Done
    5. Tap OK
    6. Tap Cancel on the Suspend Transaction dialog
    7. Add some products to the Journal
    1. Tap the Resume Transaction icon
    2. Find the transaction, and tap Resume
    3. Add some products to the Journal

    When the Tab is ready to be closed, it is a simple operation of moving it from the Suspended Transaction List, to the Ready to Complete List.

    1. Tap the Suspended Transaction icon
    2. Locate the transaction and tap Ready to Complete
    3. Tap YES
    4. Tap Done

    If the need arises that an Open Tab has to be cancelled, the procedure for reversing the Card Pre-Authorization is the same as a normal Card Pre-Authorization Reversal.

    • If there are no products added to the Tab, once the Pre-Authorization has been reversed, the Tab will be closed and removed from the Suspended Transaction list. If there are products, the Transaction can still be suspended in the normal manner, or tendered with another form of payment.
    1. Tap on the Suspended Transaction icon
    2. Locate the transaction and tap Resume
    3. Tap Reverse Authorization
    4. Tap Reverse
    5. Tap Done
    6. Tap OK
    7. Suspend or Tender as needed
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