Using Online Payments with TouchBistro Online Ordering

Chapter 1. Introduction

After you’ve enabled online payments for pickup and/or delivery, your diners are ready to pay online. This guide will:

1.  Walk you through how to diners pay online.

2.  How the payment comes into TouchBistro POS.

3.  How to accept and complete a pre-paid online order.

4.  How to cancel and refund a pre-paid online order.

5.  Reporting

Chapter 2. Diner Checkout and Online Payment

1.  After the diner selects their order, they would start the checkout process as normal.

2.  The diner should select the communication preference and then click Pay Online.

3.  If enabled, the diner can select a tip amount. The percentage suggestions are fixed in the system.

4.  The diner can then click Continue with Payment.

5.  TouchBistro Online Ordering will prompt the diner to enter their credit card number, expiry, and cvv. Currently only cards issued by Canadian financial institutions are accepted. The country field cannot be changed. The diner must also enter the postal code associated with the card. A space is required. Note: Payment details are never saved between orders.

6.  The diner can then click Pay Now.

7.  TouchBistro Online Ordering returns the confirmation screen.

Chapter 3. Managing the Online Order

Section 1. Accepting an Order

1.  When the order comes in, tap the order and tap Accept or right swipe on the order. Note any time left via online payments displays on the bill preview.

2.  Appropriate kitchen tickets and the guest check will be printed.

3.  The order gets moved to the Accepted Orders section. Note, all orders paid via online payments will be tagged as Paid.  This indicates the order has been prepaid. When the diner comes in to pickup the order or the driver returns after a successful delivery, tap the order and tap Complete.

4.  Because payment was already taken online, you won’t have to close this order via the checkout screen. The order is immediately moved to the Closed Bills tab.

5.  If you click on the Close Bills tab you will see your order marked paid by TB Payments.

Section 2. Canceling an Order

You can Decline an order before accepting. If you decline you will be prompted for the decline reason.

If you Accept an order but realize you need to cancel it, tap the order, tap More, and then tap Cancel order.

You will need to give a reason for canceling the order.

Whether you decline or cancel the order, the diner will get an email and (if preferred) and SMS indicating the cancelation as well as an assurance the online payment was refunded.

Section 3. Refunding an Order

If you’ve not closed your day, you can refund an order from the Closed Bills tab. If you have closed your day you can refund an order from Admin | Admin Settings | Bill / Guest Check History. You cannot refund a bill older than 60 days. In this example, we’ll refund a bill from the Closed Bills tab.

1.  Tap the bill, tap More, and then tap Refund Sale. (Note this option will only be visible if the staff member has Can Refund Closed Bills enabled for his/her staff type.)

2.  TouchBistro will fully refund the bill including tip.

3.  TouchBistro creates a negative return invoice to balance the payment. Although the list of orders will show the pre-tip amount refunded, the bill preview shows the tip refund as well.

Chapter 4. Reporting

Section 1. Cloud

Payment reports will show online payments as TB Payments.

Section 2. iPad

1) Sales and Payment Reports

iPad Sales and Payment reports will likewise show online payments as TouchBistro Payments.

2) Refunds by Section

If you generate a Refunds by Section report, refunds of online orders paid online will be recorded in the Bar Tab section.

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