Bill Management with Square for Restaurants
We know every customer and every order is unique. With Square for Restaurants Bill Management, you can customise, update and edit your bills any way you need!
Keep in mind: Once you open a bill, you can also view real-time reporting to keep an eye on your restaurant’s sales throughout a shift by heading to View Live Sales in the Square for Restaurants app.
Review the full comparison of features between Square POS, the Square for Restaurants Free Plan and Plus Plan.
To access your bill management system, you’ll need to first open a current bill. Depending on whether you want to take action on the entire bill or an individual item, you’ll see different options in your actions menu.
To edit an individual item, tap that item in the bill.
To edit an entire bill, tap Actions in the bottom navigation bar.
From the bar or item box, you’ll be able to access all of the following actions:
|Move Bill||Allows you to move a bill to a different bill, new or existing.|
|Assign Bill||Allows you to transfer ownership of the bill to a different team member. Sales and tips will be attributed to the new bill owner.|
|Comp Bill||Allows you to make individual items or the entire bill complimentary.|
|Void Bill||Allows you to void individual items or the entire bill.|
|Split Bill||Allows you to split off items into separate bills. This is different than spliting a payment at the end of service.|
|Reprint Ticket||Allows you to reprint an order ticket from your receipt or kitchen ticket printer.|
|Clear New Items||Clears all items that have been recently added to a bill and not yet sent to the kitchen.|
|Names & Notes||Allows you to update the bill name or add notes directly to a bill. Notes are only printed on kitchen tickets, not on customer bills or receipts.|
|Dining Options||Allows you to assign a dining option to your bill. You can choose between “Dine In,” “Takeaway,” ‘Delivery”, “Pickup,” or any other custom dining options you may have configured.|
|Seats||Allows you to update the number of seats or covers on the bill. You can also assign a cover count to a table and a seat position to specific items at that table from any Square for Restaurants device.|
|Discounts||Allows you to view or remove discounts already applied to the bill.|
|Rewards||Allows you to apply existing customers to a bill so they can earn Rewards.|
|Calculator||Opens a calculator for quick calculations.|
|Custom Amount||Allows you to add a custom charge amount to a bill without having to add an item.|
|Gift Cards||Allows you to redeem or load your customers’ gift cards.|
|Clock In/Out||Enter a team or owner passcode to clock in/out of the Restaurants app.|
|Item Availability||Allows you to quickly update the availability of an item or remove an item on the fly.|
|Open Drawer||Allows you to open your cash drawer without completing a sale.|
To get back to your bill, click Close Actions.
To split a bill into multiple bills in Square for Restaurants POS:
Select the bill to split.
Tap Actions > Split.
Choose the item(s) you’d like to move to another bill.
Tap Create New Bill.
Select Save All to confirm.
Note: You can split a bill with Square for Restaurants Mobile POS, but splitting an item is not available.
Edit Open Bills
You can edit an open bill at any time:
Open a bill and tap Edit Items.
Select the items to update > Edit Item(s). From here, you can take the following actions:
Move to: Move an item to a different open bill.
Repeat: Repeat an item on a bill.
Comp: Keep an item on a bill, but remove the cost from the bill total.
Remove: Remove an item from a bill entirely.
Once you’re ready, tap Done.
Note: At this time, tickets created in the Square app containing items sold in decimal quantities will not appear in the Restaurants app.
Support for decimal quantities in the Restaurants app is something our team is actively working on, so keep an eye out for any updates in our Seller Community.
Split a Bill vs Split a Payment
From the Square for Restaurants POS app, you can either split a bill or split a payment by the total amount, depending on your customer’s request. When splitting a payment, you must complete the entire payment at the time of sale.
To split items off onto a separate bill:
Tap Actions > Split.
Select the items to split the bill.
Click Create New Bill. You can edit bill details, add customer or print all of the split bills.
Tap Save Bill or Save All in the top right-hand corner.
You would use this in the case that a party wanted to individually pay for what they ordered.
To split a payment:
Tap Pay > Split Amount in the upper right-hand corner.
Split by amount or split into equal payments of 2, 3, 4 or custom.
You would use this when a party wanted to evenly divide a bill between all customers.
Note: You are not currently able to split a single item between two bills. You will need to click ‘pay’ and split the amount between multiple payments if needed.
Reopen or Refund a Closed Bill
If you need to reopen a closed bill or process a refund after you have closed the bill, you can do so right from your Restaurants POS app.
Note: Reopening a bill will automatically refund the payment, as well as tip amount, and cannot be undone. We advise making sure the customer is still in the restaurant so you can take the payment again.
To reopen a closed bill from your Square for Restaurants POS app:
Tap Transactions at the bottom of your screen.
Select the bill that you wish to reopen.
Tap Reopen Bill.
Confirm Reopen Bill.
To process a refund from your Square for Restaurants POS app:
Tap Transaction at the bottom of your screen.
Select the bill that you wish to refund and tap Issue Refund.
Choose the items or enter the amount you’d like to refund.
Choose the reason and hit Refund.
When you’re all set, tap Done.
Learn more about issuing a refund with Square.