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Lightspeed restaurant support12/14/2023 NOTE: In order to work with customer tabs, you must create a Put on Tab payment method in Restaurant Manager. In this instance, the Use Credit payment method should be used. You can’t place an order on a customer’s tab if the customer has an existing positive credit amount on their account. When you place an order on a customer’s account using the Put on Tab method, the receipt is marked as paid and the amount due is recorded in the customer account as a negative credit. See Transferring and merging orders for more information. If you want to transfer the customer's tab to a table, use the Actions Panel to transfer the receipt.See Taking payments and tips for more information. From here you can add order items and process payments as usual. Once a customer is assigned to the tab, the Order screen will open automatically.Tap New to create a new customer profile in your system. Select an existing customer from the list.On the Tables screen in Restaurant POS, tap the left arrow to open the Overview Panel.NOTE: To use customer tabs in the Overview Panel, ensure the Enable the overview panel on the floor view Device Setting is enabled in the Floor Settings section. Orders placed on a customer account can then be tracked and invoiced. This payment method allows you to add orders to a customer's account when they don't have existing credit. You can close a tab by taking full payment, transferring it to a table, or transferring it to the customer's account using the Put on Tab payment method. This method is ideal for quick-service environments and allows you to quickly create an order on a tab instead of a table. Restaurant POS offers two ways of putting orders on customer tabs. This form of payment effectively acts as an IOU from the customer to you. For example, regular customers who keep a balance owing over several visits, that they pay off periodically. Tabs can also be used to charge payments to a customer's account when they don't have any existing credit. For example, if a customer wants to start their evening with a drink at the bar before being seated at their table, the bartender could open a tab for the customer then transfer it to the respective table. Tabs in Restaurant POS are most commonly used for customers who want to pay their accumulated balance at the end of their visit.
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