It sounds like you're using sign and tip and settling tips on the same day. Just one thing to keep in mind, you have 36 hours to settle the transaction so you have time to contact your customer if needed. If you don't add the tip within 36 hours the transaction will be completed automatically -- without the tip.
We use a reciept system which allows guests to tip and sign. At the end of the night, tips are entered into square and it adds it all up for us. Occasionally, a tip is entered incorrectly and either applies too much or too little. Is there a way to edit this after it was entered? Seems like refunds are taken from the business and given to the guests, but in this case it throws the numbers off a bit. How can we edit the transaction so it changes the tip amount and not the payment from the pre-tip total?
Hello @Jettison, this is kind of a tricky problem.
Currently their isn't a way to adjust the tip amount after the payment has been settled. Also you're correct, the refund will take from the total amount of the sale which will skew your reports.
I don't have a solution for this right now, but I've gone ahead and moved this thread to the feature request board of the seller community. From here we will track feedback from other Square Sellers making the same request.
If you have any questions, please feel free to @ mention me.
Yes PLEASE. There are several features that are really making it difficult in transistioning to using this. This is a big one. Square definately needs to get development team going on some of these needed fesatures if plan to build this table service platform.
I agree, this is a feature that seems obvious. If your server enters too much on the tip, you can do a refund so that the customer's total is correct, but your report will still have the incorrect tip amount and you have to take that into account when the server checks out. If the server enters too little, I don't think there is anything to be done.
I totally agree with notpaul. The ability to re-open a paid ticket is crucial and eliminates a time consuming and error prone process of refunds and duplicating tickets. In previous systems I could re-open a paid ticket and change the method of payment. For instance a Bartender would accidentally tap cash payment instead of credit card payment. I could easily find the ticket in the transaction list, re-open it, remove the cash payment and repay and process it by credit card. I'm surprised, Square doesn't have this capability, as it was super easy.
Furthermore, one of the biggest abilities with my last POS system was the ability for servers/bartenders to reconcile tips and this was strictly enforced. When tip reconciliation and balancing wasn't happening, employees would consistently miss errors and transactions that had tips but weren't adjusted. The frustrating part of this, is that each employee would payout or tipout what was tipped on the physical receipt, but no adjusted for. We'd have to chargeback the employee for tips that were missed. It was a lot of work tracking what was happening.
Later, each employee would reconcile/balance tips at the end of their shift. And, also at the end of the last shift before ANY credit card settlement was complete all tips were double checked. To do this, employees would adjust each credit card transaction by the tip amount as well as add all tips by adding machine to insure that all tips were adjusted and nothing was missed or entered incorrectly. The added tip amount was then balanced to the POS tip adjustment total. If they balanced, they could settle credit cards, if they didn't balance, they didn't end their shift until they found and correct the error.
They then split the tips between those that were working that shift and do what was called a "tip out" on the POS that recorded each specific employees share of tips as well as clocked them out for the night. Actual tips were then easily reported for payroll for each employee by pulling a POS report. I don't believe Square will track tips this way, which is big. Square will allow you to pool and split tips based on hours of all employees (my kitchen staff doesn't get tips). This has to be separately and manually tracked with Square, but easily could be remedied by a field added to the clock-out screen allowing each employee to record their decided share of tips at the end of their shift.
You'd be saving a huge amount of time for many Square users in adding the ability to simply re-open paid tickets and change the method of payment, as well as saving much time in adding a tip adjustment report with total (before settlement), and lastly add one field in the clock-out screen to track and record tips for each employee. HUGE AMOUNT OF TIME SAVED WITH ALL 3 FEATURES.
Hey @Boult thanks for the post. I know this is frustrating, but adjusting a tip after a payment has settled is still a feature request, so is still unavailable for our sellers. We know this is a popular request, but allowing the adjustment of sales after they have been completed is a huge endeavor as far as liabilities, reporting, and policies go.
It may be some time before this is released, but please keep following this thread as we will certainly post any updates here!
Yes please allow tips to be edited, especially those entered on print and sign receipts. Nobody can key things with 100% accuracy, accidents happen. We consistently are losing out on tips that customers intended to give. If we could edit them even for just 1 hour after the initial mistake it would help greatly.
I am in agreement with this tipping issue. I have lost out on a lot of tipped money over the last few years, because of entry mistakes. Such as .02 instead of 2.00. Why does that not raise a red flag for potential error? A two cent tip would not be missed. However, the missing receipt in the rush of a busy day, had to be settled as zero for tips, because no way of knowing what was written in for tip. But after settling, the receipt is found with $20 tip, and nothing but disappointment and lost income for the server. And the Tipper is probably wondering why their good intention was not accepted?
