How to Use Tip in Transaction

For managers enabling Tip in Transaction in Backoffice and cashiers or servers collecting a Card or Gift Card payment with a guest-selected tip.

Before you start: A manager needs permission to change Backoffice settings. The order must be open at Quick Pay and Tip in Transaction must be enabled for the location. A Card payment needs a configured terminal; a Gift Card payment needs a valid card or code. Cash completes through the normal cash-payment flow and does not open this tip screen.

Configure Tip in Transaction in Backoffice

  1. In Backoffice, open Settings. Under Tip Preferences, select Manage tips in transactions. Backoffice Settings page with Manage tips in transactions highlighted
  2. Turn the setting On for each location where the Tip in Transaction screen should appear, then select Save. Manage Tips in Transactions page with location-specific switches and Save button
  3. Return to Settings. Under Tip Preferences, select Signature Required when guests must sign on the Tip in Transaction screen. Backoffice Settings page with Signature Required highlighted
  4. Turn Signature Required On for each location that needs the customer-signature canvas, then select Save. Leave it Off where a signature is not required. Signature Required page with location-specific switches and Save button
  5. Restart SalsaPOS on each affected device and allow it to synchronize the saved Backoffice settings before testing a payment.

Start the payment

  1. Open the order and select Quick Pay. Confirm the amount due, then choose Card or Gift Card. Quick Pay showing Cash, Card, and Gift Card payment methods
  2. Card: the Tip in Transaction screen opens before the payment is finalized. Select the guest's tip, obtain a signature if required, then tap Continue and follow the terminal or enabled fake-payment prompt. Tip in Transaction screen opened from Card payment
  3. Gift Card: scan or swipe the card, or enter its code, then confirm the available balance. For the supplied test card, enter Gift-card code.

Select the tip

  1. On Add Tip, choose one of the percentage options, Custom Tip, or No Tip. The total at the top updates before payment is submitted. Add Tip screen with percentage options, Custom Tip, No Tip, signature area, and Continue
  2. Tap a percentage to select it. Check the Order Amount and Tip shown at the top. Add Tip screen with a 20 percent tip selected
  3. For a different amount, tap Custom Tip, enter the amount on the keypad, and tap Enter. Custom Tip Amount keypad
  4. Ask the guest to sign in the signature area when required, then tap Continue.

Finish and give the receipt

When payment succeeds, verify the Amount, Tip, total, and payment method. Choose Email, Text, Print, QR, or No Receipt as requested.

Card success:

Successful Card Tip in Transaction payment with receipt choices

Gift Card success:

Successful Gift Card Tip in Transaction payment with receipt choices

Payment type notes

Expected result

At each enabled location, an eligible payment opens the Tip in Transaction screen. The signature canvas appears only where Signature Required is enabled. After the guest continues, the payment is completed with the selected tip included and the receipt options are shown.

Troubleshooting