In App Tip Adjustments

Heartland Point of Sale allows you to perform Tip Adjustments within the app for easy, streamlined transactions. In-app Tip Adjustments are available only if you have selected the Restaurant Tipping Method, since this is the only method that requires customers to input the tip amount after the credit/debit card has already been processed.

After you have run a credit/debit card transaction, it will appear in the in the Tip Adjust Tab of the Management Screen. Transactions that are Authorized Only, meaning that they have been sent to the processor and approved but do not have tips applied yet, have a white panel and a grey zero tip balance. When you select a Transaction to add the tip, the Transaction Panel becomes colored purple. For those Transactions that have had the tip amount added, but have not been finalized, you will see the tip amount in green on the panel. Once you finalize a tip for an individual Transaction, that Transaction Panel will be removed from the Adjust Tips Tab. Similarly, when you choose to finalize all the Transactions, they will be removed from the screen.

Once you have navigated to the Tip Adjust Tab, find the Transaction for which you wish to perform a Tip Adjustment and select it. Then, on the right hand side of the screen, enter the tip amount and press Add Tip. You will notice that the Transaction now has the tip amount listed in green on the Transaction Panel. To finalize all newly added tips, press the Finalize All Button. The screen will show that it is processing the request. Once the tips have been successfully captured, the transactions will be removed from the Adjust Tips Tab and a No Credit Tenders to Adjust message will appear in the center of the screen.