TABLE OF CONTENTS


Employee specific payment permissions will be needed to apply the different payment methods listed inside the EZ Dine app payment section


Step 1: Cash

  1. The cash payment option will allow for custom cash payment amounts
  2. The new cash payment window will be shown. Select the calculator icon and the number pad window will be displayed
  3. You can use the pre-set amounts listed on the left hand side. Or enter in any custom amount on the number pad
  4. Once the amount is entered hit the green add payment button. The payment amount will be listed inside the middle payment section
  5. For applying the exact cash amount to the individual seat select the green dollar sign icon on the seat
  6. The payment amount will then be updated to the seat total. Hit add payment and the seat number and payment amount will be listed
  7. The green dollar sign icon will now change to a green check indicating the seat total has been paid in full
  8. To complete the order select the red finalize order button at the bottom. If a cash drawer is connected once the order is finalized the cash drawer will open and print a finalized receipt for the order
  9. Any cash over payment will display the change due screen after finalizing. Select done and the finalized receipt will print and return back to the menu and ordering sections

Custom Cash


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Seat Cash


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Step 2: Fast Cash

  1. The fast cash option can be used for applying the exact cash amount for the entire order
  2. Once selected the entire order and all seats will be finalized automatically


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Step 3: Credit Card

An active merchant processing account will be needed before any credit card payment type can be transacted. For details on configuring the merchant account store setting please reference the Studio article found here

Store Settings


  1. Selecting the credit card payment tab will allow for custom credit card payment amounts. Similar to cash
  2. The new credit card payment window will be shown. Select the calculator icon and the number pad window will be displayed
  3. You can use the pre-set amounts listed on the left hand side. Or enter in any custom amount on the number pad
  4. Once the amount is entered hit the green add payment button and the payment amount will be sent to the credit card reader for processing
  5. The processing credit card payment image will be displayed locking the payment page until the credit card has successfully processed
  6. Follow the prompts on the credit card reader to complete the payment
  7. When completed the credit card payment amount will be listed inside the middle payment section
  8. Depending on the Studio settings once the credit card payment is successful the credit card receipts will print automatically
  9. The credit card auth id number will be listed below the payment. The auth id can be used to link the individual credit card payment back to the credit card processors side. The auth id will be listed on all on all receipts for reference
  10. For applying the exact credit card amount to the individual seat select the green dollar sign icon on the seat
  11. The payment amount will then be updated to the seat total. Hit process credit and follow the prompts on the credit card reader to complete the payment
  12. The green dollar sign icon will now change to a green check indicating the seat total has been paid in full
  13. To complete the order select the red finalize order button at the bottom. The finalized order will change to processing payment indicating the payment and transaction information is being synced back to EZ Dine Studio
  14. Once the order is finalized you will be returned back to the menu and ordering sections

Custom Credit Card


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Seat Credit Card


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Step 4: Manual Credit Card

  1. Any instances where the physical card is unable to be ran at the store. The credit card can be manually entered on the credit card reader
  2. Same steps mentioned for credit card payments can be applied to the manual credit card option
  3. On the credit card reader you will follow the prompts for entering in the credit card number, expiration date, and three digit security code as required


Step 5: Fast Credit Card

  1. Fast credit card can be used for applying the exact payment amount for the entire order
  2. Once the credit card has successfully processed and payment amount is displayed inside the payment section. You can finalize the order to complete the transaction


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Step 6: Credit Card Declined

  1. When a credit card payment is declined on the card reader the EZ Dine app will display a Card Declined message on the top of the payment window
  2. There can be a number of reasons why a credit card is declined from insuffiecent funds, expired, and do not honor as a few common examples


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Step 7: Credit Card Surcharges

For detailed instructions on setting up the credit card processing surcharge program please reference the Studio article found here
Credit Card Surcharges


  1. Implementing the credit card processing surcharge program means any credit card payment type selected will apply the surcharge percentage amount configured on Studio automatically
  2. The credit card surcharge percentage amount will be based on the order grand total(subtotal + taxes)
  3. Inside the payment page the credit card surcharge amount will not be factored into the order grand total or the credit card payment amount displayed
  4. Printing the customer receipt will list the credit card surcharge program name, amount, and the grand total amount with and without the credit card surcharge
  5. Once the credit card payment type is selected the credit card reader total payment amount will include the credit card surcharge
  6. The credit card and finalized receipts will print listing the credit card surcharge program name, amount, and the total amount charged to the credit card


Step 8: Gift Cards

Please reference the EZ Dine article here for steps on redeeming gift card payments

Redeeming a Gift Card


Step 9: Order Discount and Comps

For detailed instructions on discounts and comps setup please reference the Studio articles found here
Studio Discount Setup

Studio Comp Setup
Discount amounts will be applied based on the pre-tax order subtotal
Taxes will be recalculated using the new discounted amount total
Employee permissions will be required when applying discounts and comps


  1. Selecting the discount and comps tab option will display manual and pre-set discount on the left side and comps on the right
  2. The manual discount option will be listed by default at the top. When selected the manual discount window will be displayed
  3. Enter the name and the percentage or dollar amount of the discount to be used. The manual discount name will be updated to the discount name entered. Hit apply and close and the discount will now be listed inside the payments section and below the seats subtotal
  4. Pre-set discounts will be the discount types configured on Studio. Select the discount name and apply and close
  5. Discount amounts will be based on the order pre-tax subtotal
  6. For applying a comp select the comp reason type pre configured on Studio and hit apply and close
  7. The comp will now be listed inside the payments section and below the seats subtotal
  8. Comps will always deduct 100% of the order total

Manual Discount


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Preset Discounts


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Comps


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Step 10: Seat Discount and Comps

  1. The same permissions and settings used for order discounts and comps will be applied to seat discounts and comps
  2. Tap the green dollar sign icon next to the seat number
  3. This will prompt the price modification window listing the discount and comps selections
  4. The discount and comp type, amount, and seat number will be listed inside the order payment window
  5. Remaining balance due by the seat and order will be updated reflecting the discount and comp amount added


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Step 11: Discount Restrictions

  1. Order and seat discounts will be prevented from being entered simultaneously per transaction
  2. A discount warning message will be displayed indicating to remove the applied discount before being allowed to continue and add the new discount type


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Step 12: Third Party and Payments

For detailed instructions on creating third party payments please reference the Studio article found here
Studio Third Party Payments Setup


  1. Select third party and the payment types created on Studio will be shown inside the third party payment window
  2. Once the type is selected the order balance total will be used as the third party payment amount
  3. If a reference number is required enter the number inside the reference number field
  4. When finished hit the green add payment tab and the third party payment type will be added inside the payments section


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Step 13: Split Payments

  1. Splitting payment amounts can be done a few different ways from the payment page
  2. Adding separate seats to the order will allow for the ability to apply separate payments by the seat
  3. Select the payment method first and then the green dollar sign icon next to the seat. The seat payment balance will be listed in red. Hit add payment for cash or process credit card and that exact balance amount will be used for payment
  4. If the wrong payment method was selected simply hit cancel and that will close the payment option and allow to select a different payment option
  5. The credit card and cash options will have the ability to enter custom payment amounts. Details provided in steps 1 and 3. The amounts entered will be applied to the remaining balance of the order
  6. Equal splitting an order with credit card or cash can be done by using the blue split ticket option for the payment type selected
  7. The split ticket option will then list the number of ways being split and the payment amount total related to the split quantity. Use the left and right arrows to increase or decrease the split quantity amount. Once the split amount is correct simply process the payment and that split amount will be used

Seat Payments


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Custom Payments


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Equal Split Payment


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Step 14: Modifying Payments

  1. Once a payment method is applied you will have the following options to edit the payment
  2. For adding or editing a tip select the tip dollar amount listed underneath the tip column. By default this will be listed as $0.00 value
  3. The edit tip number pad will be displayed. Default tip percentages will listed on the left or you can manually enter in the amount. Select accept and the tip amount will now be applied to the payment
  4. Reprinting the credit card receipts can be done by selecting the print icon next to the credit card payment
  5. The red trash can icon will void the payment. For credit cards voiding the payment will prompt to confirm the void and then print a voided payment receipt


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Step 15: Tax Exempt

Removing taxes from an order will require the Studio permission allow tax exempt status turned on for the employee task


  1. Employees with tax exempt status permission will see a red minus icon displayed adjacent to the taxes line
  2. When selected the tax amount will be removed from the order and grand totals. The remaining balance will be updated excluding the tax
  3. Taxes will be removed from the entire order. Taxes cannot be removed per individual seat totals
  4. Printing the customer and finalized receipts will list the tax line as 0.00
  5. Tax exempt sales totals will be listed on the system financial report inside the sales total & collected section
  6. Adding taxes back to the order can be done by tapping the green plus icon


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Step 16: Remove Auto-Gratuity

Removing auto-gratuity from an order will require the Studio permission remove auto-gratuity turned on for the employee task


  1. Employees with remove auto-gratuity permission will see a red minus icon displayed adjacent to the auto-gratuity line
  2. When selected the auto-gratuity amount will be removed from the order total
  3. Re-Adding the auto-gratuity back to the order can be done by tapping the green plus icon


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Additional Resources and Help!

Still have questions? Please contact us any time at support@ezsoftpos.com.


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