TRAY POS has many options available for splitting payments. You can split payments by item, by percentage, by quantity of guests (fractions) or by individual guest (Guest 1, Guest 2, etc).
The recommended practice is to utilize TRAY's Guest Control in order to split payments by individual guest.
There are no configurations or permissions required to utilize payment splitting.
If you are utilizing Fast Pay, payment splitting is not an option.
In order to split a payment, there is a toggle on the payment screen that must be switched from "Full" to "Split".
Once this toggle has been selected, you can then choose your payment method:
- Other (Custom Tenders)
- Gift Card (Does not allow split payment)
Credit Card payments will always open with the split payment screen, but toggling the split toggle will then show the following user interface for all payment types except for gift cards.
This interface allows for a lot of flexibility in splitting your payment.
The first field is the Amount field, where you can enter a custom amount that you want to apply. For example if you want to enter 3.27 in here as a custom dollar amount. You can hit the CLR button to clear any value out of this field. This field is useful if, for example, you need to put 10 on card and the rest in cash, or vice versa.
This field will also represent the amount to be applied when hitting any of the split options below.
SPLIT BY PERCENT:
This field allows you to select a pre-defined percentage that you would like to split for the total check amount. For example if you want to split by 25% or 33%. You can also enter a custom percentage on the far right side.
SPLIT BY GUEST:
This field allows you to split by number of guests, which effectively functions as a split by fraction. For example. Splitting for 2 guests is 1/2 (50%), splitting by 3 guests is 1/3 (33%), splitting by 4 guests is 1/4 (25%). You can also enter a custom value on the far right side.
PAY BY GUEST:
This is the recommended way to split a check assuming that you are using Guest Control. If you have already set up your check to have each item assigned to the respective guest then you can use the split payment screen and select your individual guest to close out their payments. You can also split by individual guest utilizing the PAY BY GUEST. For example, if you select "Guest 1" and then "50%" it will give you half of their total if that guest is paying half cash or half card.
In the example below, Guest 1 has a check total of 4.29. We can see "Guest 01" was selected and then "50%", making the AMOUNT to be applied 2.15.
In the image below, you can see the bottom of the split payment screen some values. These values display information about the remaining balance of the check.
TOTAL represents the total balance of the tab.
LEFT represents the unpaid balance of the tab.
PAID represents the "AMOUNT" value that is being applied in the current payment.
BALANCE represents what the remaining balance will be after the PAID amount is applied.
When looking at the check, you can also see the total balance (Subtotal + Taxes & Fees) and the remaining balance (Unpaid Balance) by looking at the bottom left and right corners, respectively.
Split by Item
There is also the option to split payments by item. This does not work well with splitting by payment method, but does allow for easier checkout if you haven't utilized Guest Control. You can also hit the "Select All" button next to specific guests and checkout this way.
To split by item, you have to select the items you want to pay for, and then select your tender type. At that point, you will not be given an option to change your tendered amount, only to confirm that amount is correct.
Once the payments have been applied, the items will be marked as paid.