How to Set Up and Apply a Service Charge

Service charge is an additional charge collected to pay for services related to the primary product or service being purchased — called also service fee. Typically in the restaurant business, it is a percentage of the total bill, often instead of a tip.

How to set up a service charge

1. Go to Back Office > Settings > Service charge.
   

2. Tap Service charge to open the form. Fill in the name field.
   

3. Choose the service charge type (percentage or fixed amount) and enter the value.
   

4. If you would like certain products to be exempt from service charges, you can do so by selecting them from the Do not apply to… list.
   

5. Next, under the Auto apply section you can
   1. set a threshold amount above which a service charge will be automatically applied;
      

5. select dining option(s) for which the service charge will be automatically applied.
   

6. Alternatively, you can deactivate the Auto apply toggle to manually apply service charges only when needed.
7. Lastly, leave the toggle Access to all locations activated so that you can apply service charge at all of your available locations. Or you can turn it off to select only certain locations.
   

8. Save your changes once you’re done.

How to apply a service charge on a sale

9. Go to Point of Sale > Sales.
10. Service charge is calculated and applied automatically to the subtotal of the products, provided that the Auto apply option (see step 5) is enabled.
    

11. If you change your mind and don’t want to apply a service charge to an order, you can remove it by tapping the Service fee line in the ticket area and unchecking the box.
    

12. The same action can be performed by tapping the vertical ellipsis (⋮) at the upper right corner of the ticket area and selecting Service charge.
    

13. If you have a service charge set up but Auto apply is disabled, to manually add a service charge to ordered products, do the same action as in the step 12 above after creating a ticket. Then check the Service charge box.
    

14. Now in the ticket area you will see the line Service fee with the amount of the service charge.
15. Proceed to checkout as usual.

Service charges report

This report allows you to view information about the amount of service charges applied by your employees. To view the report:

16. Go to Back Office > Reports > Service charge.
17. You can apply filters by date, location and/or employee to narrow down the data if needed.
18. The report displays following data for each employee:
    1. gross sales affected by service charges;
    2. total number of receipts affected by service charges;
    3. distribution of service fees according to pre-set percentages;
    4. total amount of service charge applied.
       

1. Service fee distribution percentages can be configured by tapping the gear icon in the upper right corner of the report.