Bill Management with Square for Restaurants
We know every customer and every order is unique. With Square for Restaurants Bill Management, you can customize, 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 on 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 server. Sales and tips will be attributed to the new owner.
Comp Bill: Allows you to comp individual items or the entire bill.
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 splitting 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 “For Here,” “To Go,” ‘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.
Auto-Gratuity: Allows you to manually apply/remove automatic gratuity and automatically apply to all bills or apply to bills based on seating count.
Discounts: Allows you to view or remove discounts already applied to the bill.
Rewards: Allows you to apply 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.
Item Availability: Allows you to quickly update the availability of an item or 86 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.
|Seller Community: Learn how to send duplicate order tickets to a single printer.|
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: 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.
Reopen a Closed Bill
If you accidentally entered the wrong tip amount, or if a table closes out and decides to have a few more drinks, you can reopen a closed bill at any time before you run your Close of Day report – adjust the tip amount, add additional items, comp items or transfer a closed bill quickly and easily.
Once a bill is reopened, the total amount charged can be adjusted by adding items or a custom amount to the bill. To process the payment again, tap Pay and select the saved payment method. If Collect Tips is enabled, the tip can be adjusted after reprocessing the payment. Note: Readjusting the tip is only available when the Customer Signs on Printed Receipt setting is enabled.
You have two options for reopening a closed bill with Square for Restaurants:
Reopen and Keep Payment Method: Allows you to reopen a closed bill and keep the original payment method used.
Reopen and Remove Payment Method: When you reopen a closed bill, the payment method will automatically be removed and the original payment amount will be refunded.
Note: By default, Reopen and Keep Payment Method will be enabled, but you can update your settings at any time.
To get started:
Head to Points of Sale in your online Square Dashboard > Service Settings.
Click Reopen Bills
Select Reopen and Keep Payment Method or Reopen and Remove Payment Method.
Keep in mind: If you select Reopen and Remove Payment Method, when you reopen a bill your customer will automatically be refunded.
The Service Settings for your Points of Sale are location-specific – not device-specific. If you update the reopen bill flow, all of your active devices for a particular location will be affected. If you’d like to change the reopen-bill flow for all of your locations, make sure to update and save for each location individually.
Reopen a Closed Bill from the App
Once you save your service settings, you’re ready to reopen a bill.
To get started:
Tap Transactions at the bottom of your screen.
Select the bill that you wish to reopen.
Tap Reopen Bill.
Confirm Reopen Bill.
Note: You will not be able to reopen a closed bill when your device is in Offline Mode. To reopen a bill, make sure you’re connected to Wi-Fi or cellular data.
Switch Payment Method on a Closed Bill
If you have Reopen and Keep Payment Method enabled in your Service Settings online, and you haven’t run your Close of Day report, you can switch the payment method for a closed bill.
To get started:
Locate the bill by selecting an occupied table, or search through your transaction history.
Tap to bring up the bill details page > Reopen Bill and confirm you’d like to Reopen.
In the cart view, you’ll see the card(s) listed. Tap the card > Remove.
Once you confirm you’d like the payment card removed, you can process the payment again with the updated payment method.
Refund a Bill
To process a refund, head to your Restaurants POS app:
Click Transactions at the bottom of your screen.
Select the bill that you wish to refund and tap 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.