In this article you will learn:
- What an Eftpos surcharge is
- How to set one up
- How to use it
What is an Eftpos surcharge?
An Eftpos surcharge is an automatic surcharge applied to a payment when using the Eftpos machine.
In OrderMate it is possible to setup an automatic credit card surcharge. This can be setup per card type allowing you to pass on card fees to the customer.
Step 1 - Setup
- Log in to OfficeMate as a manager or higher user.
- On the left, navigate to the "Setup", "Configuration", then "Payment Types" screen.
- Select the desired payment type and add a surcharge percentage in the surcharge column.
Step 2 - Usage
When paying off a sale in WaiterMate using the "Pay" screen, the surcharge is applied automatically when you choose the card type. Surcharges are applied to the total payment amount including the tip.
How can I remove the surcharge?
When you apply select the card type you want to use, you can remove the surcharge by touching the "Tick" icon. This can only be done by a user that has sufficient privilege level. Normally this function is only accessible by managers or administrators.
How can I report on my credit card surcharges?
You can report on these surcharges using the Surcharges Report. This report can be broken down by specific surcharge or by user over a date range.
Does the surcharge apply to the tip?
If you enter a tip at the time of the transaction, the surcharge is applied to the total amount (including the tip). If you go back later to retrospectively perform a tip adjustment, the surcharge is only applied to the original transaction, not including the tip amount.
What if someone pays part cash, part card?
The automatic credit card surcharge is calculated on the individual transactions, not the whole order or items. If you pay part cash, part card, the surcharge will only apply to the card transaction. The same applies when splitting the bill or using bistro mode.
I have a TYRO unit, how do I set up surcharging?
TYRO Surcharging is set up in your TYRO Portal, please contact TYRO or see the guide below for more information: https://help.tyro.com/s/article/How-to-enable-surcharging