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 for Restaurants Free, Plus and Premium Plans.
Actions
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 from 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 ‘Eat-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.
Service Charge: Allows you to manually apply/remove an automatic service charge 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.
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.
Item Availability: Allows you to quickly update the availability of an item or remove an item on the spot.
Open Drawer: Allows you to open your cash drawer without completing a sale.
To get back to your bill, click Close Actions.
Split Bills
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: 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.
Note: Bills left open longer than 180 days will be removed from your account.
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.
Reopen
Please note: Reopening a bill will automatically refund the payment, as well as the 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, head to your Restaurants POS app and sign in:
Click Transaction at the bottom of your screen.
Select the bill that you wish to reopen.
Tap Reopen Bill.
Confirm Reopen Bill.
Once a transaction has been settled, it can’t be reopened. Transactions can be manually settled, settled in bulk by running the Close of Day report or settled automatically within 36 hours of the transaction being made.
Refund
To process a refund, head to your Restaurants POS app:
Click Transaction 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.
Tap Next.
Choose the reason and hit Refund.
When you’re all set, tap Done.
Learn more about issuing a refund with Square.