Overview

The Moneris Go Restaurant POS app, designed for your iPad, enhances your interaction with customers. Effortlessly take quick service orders and seamlessly process payments using your connected Moneris Go terminal.

In this chapter, you'll learn about:

• signing in to the app
• placing an order 
• voiding an order
• collecting payment for orders (or recording a payment made outside the app)
• troubleshooting card payments

Before you get started

Before you begin using the Moneris Go Restaurant POS app on a tablet, please note the following:

• It is possible to run the app on multiple tablets at once, depending on how many licenses you purchased. For example, if you purchased five licenses, you can run the app simultaneously on five separate devices.
• All the data setup is done in the portal; the app is what you use when interacting with your guests. Therefore, if something is missing in the app (kitchens, menu items, categories, images), you will need to make those changes in the portal.
• The app uses the Wi-Fi network in your establishment to communicate with Moneris and with other devices like the kitchen printer, the receipt printer, and the optional Kitchen Display System (KDS) app on a different iPad.

Signing in and cashing in

Sign into the POS app

First-time sign in

The first time you sign into the POS app, the Merchant sign in screen appears. Enter your 13-digit Moneris Merchant ID into the Merchant ID field, then tap the Sign in button.

Sign in

On the User sign in screen, tap inside the Username field. Enter your username or select your name from the drop-down list. Your username will appear on the list if you previous tapped the Remember me checkbox. Tap inside the PIN field and enter your 6-digit PIN. Tap the Remember me checkbox to tell the app to remember your username. (It will remember up to 3 users.) If you did this previously, you don't have to do it again. Note: The app does not remember your PIN. It remembers only your username.    If you wish to review the terms of use before signing in, you can do so by tapping Terms of Use located just below the Sign in button. You will be asked to agree to the terms of use upon signing in. Tap the Sign in button. The Terms of Use panel appears. After scrolling through the terms, tap the checkbox to indicate you accept the terms and conditions, then tap Confirm. You will not be able to tap the checkbox until you scroll through all of the terms of use.  Note: If your username or PIN is incorrect, the app displays an error message: "Invalid username or PIN". Try signing in again. If you still get the error message, contact your manager or administrator to verify your username and PIN. After 3 unsuccessful sign in attempts, the user account will be locked until the administrator resets the PIN in the employee profile in the portal   Note: If you forgot your PIN, tap the Forgot PIN? link and follow the on-screen directions to recover your PIN. It may ask you to contact your manager or administrator to reset your PIN.

Select an order type

Once you have signed in, you are prompted to select an order type (for example, Takeout). The order types presented to you are the ones you created in the portal.

Clock in

When using the POS app, all staff are required to clock in at the start of their shift, or in some cases when returning from breaks, to have their work hours counted. Follow the instructions below to clock in.

On the ordering mode screen, tap the Options icon (). On the menu, tap Clock-in. The "Confirm clock-in" popup appears. Do one of the following: If you are clocking in at the beginning of your shift, and you handle cash, tap Yes, cash-in and proceed to the Cash in topic. Note: By selecting this option, you will be required to cash out when clocking out at the end of your shift. Refer to Clock out and cash out for more information.   If you are not clocking in at the beginning of your shift, or you do not handle cash, tap Skip. Proceed to step 4.  The ordering mode screen appears, and you are now clocked in.

Cash in

If you handle cash, you may be required to cash in at the start of your shift to account for cash the restaurant has provided to make change for customers. Follow the instructions below to cash in your till. 

At the "Starting cash" screen, tap the + keys beside the various denominations to record the cash you have in your float.  Tap the Confirm button. A "Cash in total" popup appears displaying the total amount of cash in your float.  Do one of the following: If the amount in the "Cash in total" popup is correct, tap Confirm, and proceed to step 5.  If the amount in the "Cash in total" popup is incorrect, tap Back, and return to step 1 to make any corrections. You have cashed in successfully.

Clock out

Staff are required to clock out at the end of their shift, or in some cases when they leave for breaks, to have their work hours counted. Follow the instructions below to clock out on the app.

Tap Back to return to the ordering mode screen. On the ordering mode screen, tap the Options  icon.  On the menu, tap Clock-out.  If prompted, enter your 6-digit PIN and tap the Confirm PIN button. A popup appears indicating that you are now clocked out successfully.

Clock out and cash out

Staff who process cash transactions are required to clock out at the end of their shift to have their work hours counted. They are also required to cash out to account for the cash collected over the course of their shift. 

The clock out & cash out process is performed on the Go Restaurant POS app. 

Your manager should be nearby or present to confirm the totals and be prepared to enter their manager PIN to complete the process. 

In order to cash out, you must have cashed in at the beginning of your shift. 

	Tap Back to return to the ordering mode screen.  On the ordering mode screen, tap the Options icon () in the top right corner of the screen. On the options menu, tap Clock out.
	The Cash out screen displays:  Cash owed to house: the cash provided to you at the beginning of your shift (opening float) Card tips: the amount of tips you earned on card transactions, Difference: the amount you are required to pay back to the house from the cash you have on hand (closing float subtract tips on card) Cash tips: the cash tips you received.  Review the total amounts on this tab and on the Order summaries tab. When finished, tap the Next button.
	The "Cash tip amount" popup appears. To enter cash tips, tap Continue; if not, tap Skip. If you tapped Continue, enter the cash tip amount and tap Confirm. Go to the next step.  If you tapped Skip, jump to step 10. Manager PIN is not required.
	When the manager input prompt appears, ask your manager to enter their 6-digit PIN.  The manager enters their PIN and taps Confirm. The clock in and cash in procedure is completed and the app returns to the ordering mode screen.

Ordering

Place an order on the tablet

This topic describes how to place an order using the Go Restaurant app on the tablet. 

In this topic, you will learn how to: 

• Start the order and add items from the menu 
• Add an order note
• Remove an item that has not been sent to the kitchen 
• Send the order to the kitchen
• Print a bill for the customer
• Modify an order after sending it to the kitchen 
• Apply a discount to an individual item
• Charge the customer for the order 

Start the order and add items from the menu

1. On the ordering mode screen, select an order type (or order mode), for example, Takeout, Eat in, Delivery. To create new order types, refer to Order type setup.
   
2. On the Orders screen, tap Start new order. 
   

   Note: If you need to switch to a different order type, tap the switch  icon, then tap the order type you want to access.

    
   
3. On the order screen, search for menu items as needed.
   • To locate an item by menu category:
     
     1. Tap the menu category to which the item belongs. 
     2. Once you locate the item, proceed to step 4. 
   • To search all categories for a menu item: 
     
     1. Tap the search field to search for a menu item based on the name of the item. This may be helpful for restaurants with a large menu.
     2. When the on-screen keyboard appears, begin typing. For example, to find all burgers, begin typing "bu ". The search results appear immediately. You must type at least 2 letters to see any results. As you type more letters or words, the search becomes more specific.
     3. To change your search terms, tap the backspace key on the on-screen keyboard as many times as needed, then begin typing a different word or letters.
     4. If you found the menu item you were looking for, proceed to step 4.
     5. If you need to suppress the on-screen keyboard, tap anywhere outside the keyboard or tap the "suppress keyboard"  icon. To bring back the keyboard, tap inside the search bar.
     6. When finished searching, tap the x at the right side of the search bar. The screen will display all menu items organized by category. 
4. If an item on the menu is out of stock, ask the customer to select another item. (To mark an item out of stock, refer to Edit menu items.)
5. To order an item, tap it:
   • If there are no modifiers for this item, the item will appear immediately on the Order details panel on the left.
   • If there are modifiers, the menu item panel appears. Ask the customer to select options based on the modifiers available. Add notes as needed. Tap Add to order.
     
6. To change order types (for example, from Take out to Eat in), tap the switch  icon, then tap the order type you want to access. If none of the items have been sent to the kitchen, you will be prompted to clear the order before switching order types. If you have already sent the order (or any of the items) to the kitchen, you will not be able to change the order type. If you have not added any items to the order, the clear order prompt will not appear. 
   

Add an order note

An order note is a note that applies to the whole order, rather than to a specific menu item. The order note will appear at the top of the order panel in the POS app, at the top of the order tile in the KDS, at the top of the kitchen ticket, and at the top of the customer receipt. Follow these steps to add an order note. 

	At the top left of the order panel, tap the options  icon. Tap Add order note.
	When the note panel appears, tap inside the note field and type the note using the on-screen keyboard.  When finished, tap Add Note.
	The order note appears at the top of the order panel. To edit the note, tap it, make your changes, then tap Edit note.

Modify a multi-quantity item (before sending it to the kitchen)

To modify a multi-quantity item (for example, a customer ordered 2 garden salads with Italian dressing): Tap the item to display the options.  To edit only 1 of the items, tap Edit item. When the menu item panel appears, make your changes and tap Save. (For example, the customer wants French dressing on one of the 2 salads.) The two salads now display separately in the Order details panel.  To edit all of items in the multi-quantity menu item, tap Edit all items. When the menu item panel appears, make your changes and tap Save. (For example, the customer wants French dressing on both salads instead of Italian dressing.) The two salads continue to display as one item in the Order details panel since they are identical.

Remove an item that has not been sent to the kitchen

If an item has not been sent to the kitchen, you can quickly remove it from the order without having to enter a reason.

	In the order panel, tap the item you want to remove. On the list of options, tap Remove item. Note: This option is available only for items that have not been sent to the kitchen. Items sent to the kitchen display in light grey while unsent items display in darker grey.
	The app removes the item immediately without any confirmation screen or notification.

Send the order to the kitchen

After adding all requested items, confirm with the customer that their order is correct. At the bottom left of the screen, tap Send to kitchen. This will send the order to the kitchen.

After you send the order to the kitchen, the app assigns an order number to the order. You'll see this order number on the order screen, the payment screen, and on all printed material (for example, kitchen tickets and guest receipts), and on the Kitchen Display System (if you are using it).  Order numbers start at 001, then 002, 003, and so on. Each day, the order numbers are reset back to 001, whether you end your day or not.  If you have orders still open from previous days, you might see the same order number again in your list of orders, but from a different day.

Print a bill for the customer

	At the top left of the screen, tap Print bill to print a bill for the customer.  The bill will print on your connected receipt printer. For help with the receipt printer refer to Set up the receipt printer.
	If you have not sent the order to the kitchen yet, or if you made changes after sending it, you will be prompted to send and print at the same time. Tap Send and print to send the order to the kitchen and to print a bill. The bill will print on your receipt printer and the kitchen order ticket will print on your kitchen printer

Remove an item (or change its quantity) after sending it to the kitchen

In the Order panel, the Go Restaurant app helps you to distinguish between items sent to the kitchen and items not sent. 

Unsent items appear in black text on grey background. In the image on the left, the cheesecake has not been sent to the kitchen yet.  Sent items appear in grey text on a white background.

• A sent order may be incorrect because the customer changed their mind or because you made a mistake or some other reason. To correct an order after it has been sent to the kitchen, remove the incorrect item and add the correct item. You cannot change the item (except for the quantity). You must remove it and then enter the item correctly. This allows the kitchen staff to receive clear instructions and to avoid duplicate items. Here are some examples.
• A customer orders 1 can of regular Coke. After you enter the order and send it, the customer changes the order to Diet Coke. Remove the item, then add 1 Diet Coke to the order.
• A customer orders 2 cans of regular Coke. After you enter the order and send it, the customer changes the order to 1 regular Coke and 1 Diet Coke. Modify the order by reducing the quantity of regular Coke to 1, then add 1 Diet Coke. 
• A customer orders a burger with lettuce, pickles, and onions. After you enter the order and send it, the customer decides they no longer want pickles. Remove the burger from the order, then add a burger with the correct food modifiers. 

	Tap the incorrect item to remove it or modify its quantity. On the options list: tap Remove item to remove it, or tap Adjust quantity to change the quantity. If prompted for a PIN, ask your supervisor or manager to enter their PIN.
	Select a reason for removing/modifying the item, then tap Continue.
	If you are simply changing the quantity, tap the + or - signs, then tap Save.  Note: Changing the quantity to 0 is another way of removing the item from the order.
	The order panel reappears showing the incorrect item with the modified quantity. If you removed the item, the quantity will be 0.  Enter the correct item as requested by the customer.
	Tap Send to kitchen to send the corrections to the kitchen.

Apply a discount to an individual item 

Follow these steps to apply a discount to an individual item in the order. (To apply a discount to the whole order, tap the options menu (three vertical dots), then tap Apply a discount. You can also tap Pay and then refer to Collect payment for takeout orders. )

	On the Order panel, tap the item to be discounted. Choose one of the following options:  If the quantity of the item is one, tap Discount item and go to step 2.  If the quantity of the item is greater than one (for example, two California salads), tap Discount item to apply a discount to only one salad, or tap Discount all to apply a discount to both salads. The option "Discount all" appears only when the quantity of the item is greater than one. Proceed to step 2. Note: If the quantity of a menu item is greater than one, and you apply a discount to only one of the items, the discounted and undiscounted items will be shown separately.
	On the Item discount panel, choose the type of discount you want to apply.  To apply a preset discount, tap one of the discounts under Preset. To set up a preset discount, refer to Discount setup. To apply a custom discount, tap Percentage or Monetary, then enter the percentage or the dollar amount.
	Enter a reason for the item discount. This is optional. Tap Apply item discount. The discount is applied and the order details panel reappears.

Charge the customer for the order 

Follow these steps if the customer is present. If the customer is not present (for example, you're taking an order over the telephone), skip this step.

	To collect payment from the customer, tap Proceed to payments. The payment screen appears. For help with the payment screen, refer to Collect payments for takeout orders.
	If you have not sent the order to the kitchen yet, or if you made changes after sending it, you will be prompted to send and pay at the same time. Tap Send and pay to send the order to the kitchen and to collect payments.

Void an order before payment

If necessary, you can void an entire order if the customer has changed their mind and has not paid yet. To void an order, follow these steps.

1. On the ordering mode screen, tap Takeout or another order mode.
2. On the Orders screen, tap the arrow (>) next to the order you want to void. The order details appear.
   
3. Next to "Order details", tap the Options icon ().
4. On the list of options, tap Void order. 
5. At the confirmation prompt, tap Yes if you are sure you want to void the entire order. 
6. If prompted, enter your six digit PIN and tap Confirm PIN. 
7. When prompted, enter the reason for voiding the order and tap Continue.
   

   Note: On the transaction report, the receipt for this order will show this message: Reason: Voided order.

    

Collecting payment for orders

Collecting payment for orders

When placing an order using the Go Restaurant POS app on your tablet, you can collect payment by tapping Proceed to payments. Customers can use the connected payment terminal to enter a payment card and leave a tip. Customers can also pay by cash. 

Follow these steps to collect payment for takeout orders. 

1. After confirming the customer's order, tap Proceed to payments. The Payment screen appears.
   

   Note: If an order includes items taxed at different rates, the line(s) for Tax will indicate the different rates charged. Here is an example: Tax (HST, 0%, 15%). This means one or more items were charged no tax and other items were charged 15% HST. 

    
   
2. To apply a discount to the order, tap Apply discount. (If there is no discount, go to step 3). 
   1. When the Discount panel appears, select a Preset discount (for example, Happy hour), OR, under Custom, enter a custom percentage discount or a monetary amount.
   2. Enter a reason for the custom discount (if applicable).
   3. Tap Apply order discount.
   4. If your user role does not have permission to apply the preset discount or the custom discount, the POS app will display the prompt for the manager PIN. Ask your manager to enter their PIN.
      
3. To split the cost of the order, tap Split bill. This allows two people to split the cost of an order. The amount due is divided by two. Each person can use a separate method of payment. The screen changes to show two orders based on the two amounts owing.
   
   1. To split the bill further, for example, to split 3 ways or 4 ways, tap Split bill again. 
   2. Continue to the next step to allow each person to pay. For example, if 2 people are splitting the bill, each person's payment will be processed one after the other using his or her preferred method of payment. 
4. Customers can pay by credit card, debit card, or cash. Ask the customer how they would like to pay and follow the steps below depending on the type of payment tendered by the customer. 
   • If the customer offers a debit or credit card:  
     1. Under Payment options, tap Card. The card payment screen appears.
         
        • If the customer is present, tap Process card.
        • If the customer is not present, tap Manual card entry. When prompted, enter the customer's card number.
        • If you need to cancel the card payment, tap Cancel. 
     1. The application sends the credit/debit payment request to the connected Moneris Go terminal and displays this message on screen: Check out in progress on terminal. 
     2. If present, the customer responds to the prompts on the terminal. They enter their card information on the terminal by tapping or inserting a credit or debit card. They can choose to print a receipt, or receive one electronically, or choose no receipt. 
     3. If the customer's card payment is approved and completed successfully, the Go Restaurant application displays the Payment completed message on your screen. If you see the Failed to complete payment message, ask the customer to try again or use a different debit or credit card or a different form of payment such cash or gift card.
        

        Note: If the "Check out in progress on terminal" message remains on the screen even after the payment on the terminal was successful, refer to Troubleshooting card payments.

         
   • If the customer offers cash, follow these steps. 
     1. Under Payment options, tap Cash. The cash payment screen appears.
        
     2. Use the on-screen keypad to enter the amount of cash received from the customer, if greater than the amount due. If the customer provides the exact amount due, you can skip this step.
     3. Tap the Accept $N.NN button to accept the exact amount calculated by the app (or the amount you entered manually).
     4. Once the full amount is paid, the app displays a confirmation of the payment, showing the amount due, the amount received, and the change due to the customer.
        
   • If the customer has already made a payment outside the Go Restaurant app, and you want to record the payment, refer to the next help topic Moneris Go Restaurant - Record other payments. 
5. Cash transactions only: If the customer does not indicate they want to leave a tip, give the customer their change.  
6. Each method of payment provides 3 receipt options for itemized receipts: No receipt, Print, and Email/SMS. Ask the customer if they would like an itemized receipt, then tap the appropriate receipt option.
   • If the customer declines the itemized receipt, tap No receipt. 
   • If the customer wishes to have a receipt sent by email or text, tap Email/SMS receipt. Ask the customer for their email address or their cellular phone number as required. 
   • If the customer wishes to have a printed receipt, tap Print receipt. The receipt will print from the attached receipt printer. 

In addition to the itemized receipt, customers who pay by credit or debit card on the terminal can choose to get a printed receipt or electronic receipt from the terminal for the total amount paid. The credit/debit card receipt is not itemized.

Record other payments

There may be situations where your customers pay you outside the Go Restaurant POS. This could include credit/debit card payments, cheques, electronic transfers, and payments made through delivery platforms, among others. You can record these “other” payments in the Go Restaurant POS app on your tablet to ensure proper record keeping and reporting. This function is for Go Restaurant tracking only -- these other payments will not be sent to any financial institution or delivery platform.

	On the list of orders screen, tap the order for which you want to record a payment made outside the POS app.
	On the order panel, tap Proceed to payments.
	on the payment options screen, tap More.
	On the “More payment options” panel, tap Record credit/debit payment (for Visa, MC, Amex, and other cards) or Record other payment (for Interac e-transfers, delivery platform, cheques, and custom).
	On the record payment screen: Tap the Card Type dropdown field, and select the card or payment type.  Review the Amount field. If needed, tap the field and enter the correct amount using the on-screen keypad.  If you wish to record a tip, tap the Tip field and enter the tip using the on-screen keypad.  Tap Record a payment.
	The app displays a notification message showing the total paid. Select one of the receipt options and enter the customer’s phone number or email address as required.
	The Go Restaurant POS app records the payment against the order. The order screen reappears.

Reporting for Other payments

You can view Other payments in the End of day report and Snapshot report in the Go Restaurant app on your iPad. Other payments will appear under Payment Details along with payments by credit card, debit card, cash, and so on. If you want to include a breakdown of Other payments (by cheque, Interac transfer, delivery platform), check the box for "Other payment breakdown" in Report settings in the Go Restaurant portal.

Card entry methods on the terminal

Refer to the information presented here to understand how to collect card data on the Go terminal. 

Insert: Chip cards

1. The screen displays Tap, insert, or swipe.
2. The customer inserts the card into the terminal’s chip reader. 
   

   Note: Unless the device prompts otherwise, do not swipe a chip card even if the card has a magnetic stripe.

    
3. The customer may be prompted to key in a PIN. 
4. The chip card must remain inserted until the screen displays “Please remove your card”.

Wave/Tap: Contactless cards

1. The screen displays Tap, insert, or swipe. 
2. The customer taps their card, or mobile device, over the contactless reader which is located at the top end of the terminal.
   

   Note: If the customer is using a mobile device, they may be directed to enter a passcode on their smartphone or tablet.

    

   Note: The transaction amount must be equal to or less than the contactless transaction limit set for the card. If the amount is greater than the contactless limit for the card, when the customer taps their card, the terminal displays Limit exceeded followed by Insert or swipe. To complete the transaction for the same amount, the customer inserts or swipes their card. 

    

Swipe: Magnetic stripe cards

1. The screen displays Tap, insert, or swipe. 
2. The customer swipes the card on the terminal’s magnetic stripe reader. The card’s magnetic stripe faces the terminal. The card can be swiped from the left or from the right.
   

   Note: If the card has a chip, the card must first be inserted into the terminal’s chip reader. 

    

Manual entry

You can manually key in a customer’s credit card information for a card-not-present transaction, e.g., a transaction where the customer is not present at your place of business.

Troubleshoot card payments

Troubleshoot card payments when the terminal does not send a clear message back to the app on the tablet

Sometimes a payment on the Moneris terminal is successful but the terminal does not send a clear message back to the Go Restaurant app on your tablet. If the payment has completed on the terminal but the app is still waiting for a response, you can use the payment troubleshooting option to resolve the status of the payment. 

	If the payment transaction has completed on the terminal but the app is still waiting for a response, click Troubleshoot.
	In the Troubleshoot payment panel, choose one of these options: If the payment was successfully completed by the terminal, tap Payment successful and go to step 3.  If the payment failed on the terminal, tap Payment failed and go to step 4.  To exit the troubleshooting panel, tap Exit troubleshoot.
	On the "Mark payment successful" panel, enter the card type (Visa, MC, and so on) and the tip amount (if any) from the receipt, then tap Done.
	On the "Mark payment failed" panel, tap Continue if you are sure the payment failed. No payment details will be saved in Go Restaurant.

Refunds

Summary of refund options

This topic summarizes the refund options available in the Go Restaurant POS app. 

Types of refunds available

There are 3 types of refunds available in the Go Restaurant POS app 

• Entire bill - Use this type to refund the entire bill
• Custom amount - Use this type when you wish to provide a discretionary refund. 
• By item - Use this type when the customer is unhappy with a particular item

Refunding the tip

A tip can be refunded if the tip was entered on the terminal as part of a card-based transaction. When processing the refund, simply check the box provided to include the tip as part of the refund.

Go Restaurant does not track cash tips. If you are performing a cash refund, the tip option will appear with a value of $0.00.

Refunds on orders with split tender payment

If the customer paid for their order with more than one tender type (for example, $20 in cash and $8.60 on a Visa card), you must return the original payment amount to each tender type. 

• For partial refunds, the Go Restaurant app will prompt you to enter how much to refund to a specific tender type. The refund for each tender type cannot exceed the amount charged to that type, for example, you cannot refund $28.60 to an Interac card when only $8.60 was charged to that card. 
• For a full refund, the app will automatically apply the full amount to each tender type

Refunding money to cash when card-based refund fails

Go Restaurant allows you to refund to cash as an alternate method of refund when you are unable to process a refund back to the original card. Here are some examples: 

• The customer does not have their Interac debit card with them. (Refunds on an Interac card require the card to be present.)
• The customer's credit card is expired or cancelled and is no longer available to receive refunds. 

If your terminal is unable to process a card-based refund, it will present you with the option to refund to cash.

Process a refund

Follow these steps to process a refund in the Go Restaurant POS app on your tablet.

	Navigate to the transaction history. On the Orders screen, tap the options  icon. On the menu, tap Transactions.
	Tap the order you want to refund (full or partial). The bill panel appears.
	If there is more than one bill, use the arrows at the top of the bill panel to select the correct bill. Each bill is refunded separately. In most cases, there will be only one bill.
	At the bottom of the bill panel, tap Process refund.
	Select the type of refund: Full amount - use this type to refund the entire bill. Custom amount - use this type to give the customer a discretionary refund. By item(s) - use this type to refund one or more items.  Tap Continue. In the table below, follow the appropriate steps based on the type of refund you selected.

	The refund distribution screen appears. Click the checkboxes to select how to distribute the refund, then enter the amount to refund to each tender type. Note: When refunding the entire bill (or if there is only one tender type), you do not need to enter any amounts since Go Restaurant automatically applies the original amount to each tender type.   Ask the customer if they would like the tip to be refunded and check the tip box as needed. Note that the app does not track cash tips. Tap Continue.
	Enter the reason for the refund (optional), then tap Continue.
	On the refund summary screen, review the details carefully to make sure they are correct. If you want to make a correction, click Back to return to any previous screens. If the details are correct, click Initiate refund.
	If prompted, enter your 6-digit PIN. If you don't have the ability to perform refunds, ask your manager to enter their PIN.
	The Go Restaurant POS app processes the refund. If money is being returned to an Interac debit card, the customer must tap or insert the card on the terminal.  Note: If a card-based refund fails for some reason (for example, the customer no longer uses the card), you can refund to cash.
	If the refund involves more than one tender type, the app displays which tender type is being processed. Click Next (for example, Next - cash, Next card) to continue to the next tender type, if applicable.
	The app displays the refund complete notification.  If the refund is in cash, the cash drawer opens. Give the required cash amount to the customer. For all tender types, click Complete refund to continue to the next step.
	The app notifies you that the refund has been fully processed. Click Print receipt to print a detailed refund receipt, or Click No receipt to continue without printing a receipt.

In-app reports

Transactions report

In addition to the portal, all payment transactions can be viewed in the Go Restaurant POS app. You can search for transactions by date range. 

Accessing the Transactions report on the POS app on your tablet

	Sign in to the Go Restaurant POS app on your tablet. Choose one of these paths to access the Transactions report depending on where you are in the app: At the "Please select an ordering mode" screen, tap the options icon (). On the Takeout Orders screen, tap the options icon (). On the list of options, tap Transactions. If prompted, enter your 6-digit PIN, then tap Confirm PIN. The Transactions screen appears showing the search bar and the Apply filters button. Choose one of the following: to search by order number for today's transactions, go to step 7. to select a date range or to apply other filters, tap Apply filters and go to step 8. To search by order number: Enter the order number in the search bar. If there are any matching transactions for today, they will appear immediately. To expand the date range or to apply other filters, tap Apply filters. Go to the next step.
	After you tap Apply filters, the transaction filters panel appears showing three fields: From-To (date range), Order type, and Employee.
	To set a date range: Tap the From-To field. The calendar appears. Set the start date by tapping a specific day on the calendar. Use the back arrow ( < ) to view previous months if needed. Set the end date by tapping a specific day on the calendar. Use the forward arrow ( > ) to move to the next month(s) if needed. Tap OK. The screen returns to the filters panel. To set other filters, refer to the steps below. Otherwise tap Apply. The Transaction screen displays payment transactions that match the date range you selected (and the order number if you entered one).
	To filter by order type (for example, take-out): On the filters panel, tap the Order type field. Select an order type. Tap Apply to view matching transactions.
	To filter by employee: On the filters panel, tap the Employee field. Select an employee. Tap Apply to view matching transactions.
	On the list of matching transactions, tap the arrow ( > ) for a specific transaction to see its details.
	The transaction details appear showing the date, time, server, order number, menu items ordered, the subtotal, any discount, the taxes, the grand total, and the method of payment.  To exit the transaction details screen, tap the x at the top right of the screen. To reset the filters to their default values, tap Reset filters. To exit the list of transactions, tap Back.

End of day report

The End of day report provides information about a full day of operation of your business. It is usually run at the end of a business day after all employees have completed their shifts and all transactions have been closed out. It’s the last thing you’ll review to end the day in order to begin the next day with a blank slate. After you run the report, all values are reset to zero. 

What's in the report

The End of day report includes the following information for the whole business day.

• Sales summary (net and gross)
• Open order sales
• Payment details (sales by method of payment, that is, cash, credit card, gift card, debit card)
• Credit card breakdown (Visa, Mastercard, Amex, and so on)
• Sales by order type (takeout, online)
• Sales by category (Food, alcohol, combos, custom orders, and so on)
• Discounts and promotions
• Total voids and refunds
• Tip breakdown (by cash, credit, debit, and so on)

Accessing the End of day report

Follow these steps in the Go Restaurant app on a terminal or on a tablet. 

1. Sign into the app on the tablet. 
2. At the "Please select an ordering mode" screen, tap the options icon ().
3. On the list of options, tap End Day.
   
4. If you or any other employee is clocked in, you will be prompted to clock out all employees. Choose one of the following actions: 
   • To cancel the End of day operation, tap Close. You can then ask other employees to check out their customers as required and clock out. 
   • To proceed with ending the day, tap Clock-out. 
     
5. When prompted to confirm that you want to end the day, tap Yes. 
   
6. The End of day report appears (see sample in section below). You can read it on screen, and you can also perform one or more of these actions:
   • To download the report, tap the download  icon. On the tablet, use the dialog box to save the report in PDF format. 
   • To email the report to yourself, tap the email  icon. The app will send the report to the email address recorded in your Go Restaurant employee profile. 
   • To print the report, tap Print. On the tablet, it will print on the receipt printer connected to your tablet. On the terminal, it will be printed by the terminal's integrated printer.
   • To close the report, tap the x at the top right corner of the report panel, or tap anywhere outside the panel. 

Sample of the End of day report

End of shift report/user report

The End of shift report (also known as the user report) provides information about a shift for the user who is signed into the app. Servers at your restaurant can run the report at the end of their shift. Closing the shift is one of the steps in the process of running the report.

What's in the report

The User report / End of shift report includes the following information for the period covered by the shift for the employee logged into the app. 

• Sales summary (net and gross)
• Open order sales
• Payment details (sales by method of payment, that is, cash, credit card, gift card, debit card)
• Credit card breakdown (Visa, Mastercard, Amex, and so on)
• Sales by order type (takeout, online)
• Sales by category (Food, alcohol, combos, custom orders, and so on)
• Discounts and promotions
• Total voids and refunds
• Tip breakdown (by cash, credit, debit, and so on)

Accessing the End of shift report

Follow these steps in the Go Restaurant POS app. 

1. At the Please select an ordering mode screen, tap the options icon ().
2. On the list of options, tap End shift.
   
3. When prompted to confirm that you want to end your shift, tap Yes.
   
4. The End of shift report appears (see sample in the section below). You can read it on screen and you can also perform one or more of these actions:
   • To download the report, tap the download  icon. On the tablet, use the dialog box to save the report in PDF format. 
   • To email the report to yourself, tap the email  icon. The app will send the report to the email address recorded in your Go Restaurant employee profile. 
   • To print the report, tap Print. On the tablet, it will print on the receipt printer connected to your tablet. On the terminal, it will be printed by the terminal's integrated printer.
   • To close the report, tap the x at the top right corner of the report panel, or tap anywhere outside the panel. 

Sample of the End of shift / User report

Snapshot report

The Snapshot report is an image of your business at a specific point in time. It shows your sales (broken down in several ways), voids, refunds, and tips as of the moment that you generate the report. It does not require you to end the day or end a shift. 

What's in the report

The Snapshot report includes: 

• Sales summary (net and gross)
• Open order sales
• Payment details (sales by method of payment, that is, cash, credit card, gift card, debit card)
• Credit card breakdown (Visa, Mastercard, Amex, and so on)
• Sales by order type (takeout, online)
• Sales by category (Food, alcohol, combos, custom orders, and so on)
• Discounts and promotions
• Total voids and refunds
• Tip breakdown (by cash, credit, debit, and so on)

Accessing the Snapshot report

Follow these steps in the Go Restaurant app on a terminal or on a tablet. 

1. Sign in to the app on the terminal or the tablet.
2. At the Please select an ordering mode screen, tap the options icon ().
3. On the list of options, tap Snapshot Report.
4. The Snapshot report appears (see sample in the section below). You can read it on screen and you can also perform one or more of these actions.
   • To download the report, tap the download  icon. On the tablet, use the dialog box to save the report in PDF format. 
   • To email the report to yourself, tap the email  icon. The app will send the report to the email address recorded in your Go Restaurant employee profile. 
   • To print the report, tap Print. On the tablet, it will print on the receipt printer connected to your tablet. On the terminal, it will be printed by the terminal's integrated printer.
   • To close the report, tap the x at the top right corner of the report panel, or tap anywhere outside the panel. 

Sample of the Snapshot report