Select Maintenance > Payments > Tenders to access this function.

Use the Tenders function to define the payment types you plan to use in the Aloha POS system. Use this function to define the attributes of each tender, as well as parameters to handle cash and credit card payments. Tenders are either cash tenders or non-cash.

(QS only) After you create tenders, access Maintenance > Screen Designer > Quick Service Screen Designer > Work with Panels, and place tender buttons on panels for display on the FOH terminal.

Tender types

There are several tender types from which to choose when deciding which payment types to accept at your restaurant.

Accounts receivable is a non-cash tender you create when you interface the Aloha POS with an Accounts Receivable program. This tender allows you to charge purchases to a special account that the customer can settle later.

Campus card is a non-cash tender you create when you interface with a system that provides meal plans for its members, such as on a college campus.

Cash is a generic cash tender that uses a $0.00 default value. The $0.00 default value enables you to manually enter the payment amount on the FOH cash screen. You must configure at least one cash tender with a $0.00 default amount. You can also configure a cash tender for a specific amount, such as $20.00, another to round a payment up to the next dollar amount, and another to apply a payment equal to the amount of the guest check. Required Options: If you select a Cash tender type, you must also select Cash from the ‘Report as’ drop-down list.

Cash card is a non-cash tender that allows you to accept payments using a Debitek or Intercard cash card device. You must access Maintenance > Business > Additional Features (Corporate Administration) > Corporate Owner tab and select ‘Display cash card’ under the ‘Options to display’ group bar. You define the Debitek or Intercard cash card device in Maintenance > Hardware > Cash Cards.

Check is a cash tender you create for accepting personal checks.

Credit card is a non-cash tender that allows guests with cards issued by a bank or business to purchase goods or services on credit. The card holder receives a bill from the issuing credit card company. You create a credit card tender for each type of credit card your establishment accepts, such as AMEX, VISA, Discover, and more. You can also create a generic credit card tender; however, if you choose this tender method, any payment reports you run will not break out credit card payments by credit card type. Related Options: To mask the full or partial card number from appearing on a voucher, make a selection in ‘Card number masking method’ located in Maintenance > Business > Store > Store Settings tab in both the Gift Card/Certificate Sales group under the ‘Printing properties’ group bar and in the Campus Card group.

Debit is a non-cash tender that a card holder can use instead of cash when making a purchase. Similar to, but unlike, a credit card, the money comes directly from the card holder bank account at the time of the purchase.

Electronic Benefit Transfer is a type of non-cash tender issued by state governments to provide financial and material benefits to authorized participants. An EBT card is essentially a pre-loaded debit card funded by the United States government.

Generic is a non-cash tender for use when integrating the Aloha POS system with another application, such as Connected Payments.

Gift card is a non-cash tender with a pre-loaded amount that a card holder can use instead of cash when making a purchase. A gift card can be one for use at a specific retailer only, or one that can be used anywhere that accepts major credit cards. Some gift cards allow the card holder to add funds to the card and continue using it. The Aloha POS currently natively supports the following gift card providers: Aloha Stored Value, Paymentech, Stored Value Systems, ValueLink, and Vantiv. The POS also supports Valutec using a Universal Payment Interface.

Gift certificate is a non-cash tender, usually in paper form, entitling the recipient to receive goods or services of a specified value from the issuer. Gift certificates do not support overpayment scenarios.

House account is a non-cash tender you create when your business lets customers set up personal or business accounts. House accounts enable you to charge meals or other items to a special account, that the customer can settle later. You can also use a house account tender to charge employee meals to a separate account, and settle the account later. Related Requirements: You define house accounts in Maintenance > Payments > House Accounts.

Property management is a non-cash tender you create when you interface the Aloha POS system with a hotel’s property management system, to allow guests to charge purchases to their room.

Tenders quick tips

To allow for easier setup of Connected Payments, tender ID 900 is automatically added to the Tenders function. This record is active on default and cannot be made inactive. Upon upgrade, if a tender with number 900 exists, it is renumbered to the next available number greater than 900. Effective in CFC/AM v18.11, you can edit options in this tender that were previously forced to specific values to allow for different configuration requirements.

Tender tab

Use the Tender tab to determine the tender type, default amounts, tip allowance, over payments, (TS only) the FOH tender button placement, and much more.

Group Bar: Settings

Name — Identifies the specific tender, such as $5, $20, AMEX, VISA, Cash, and more. Type a maximum of 10 characters.

Type — Indicates the type of tender you are creating. This option is ‘read only.’ Click the down arrow next to New to select a tender type. See “Tender Types” for more information.

First available button position (TS only) — Assigns the tender to the first available button on the FOH terminal screen.

Button position (TS only) — Determines the placement of the defined tender on the Tender screen. Click the ellipsis (...) next to ‘Button position’ to access the Button Position dialog box and assign the tender to a specific button position. 📝 You can assign each tender a button position. There are 192 available button positions with 24 button positions displaying on each page. Click the Page Up/Page Down scroll bars for more button positions. When finished, click the small ‘x’ at the bottom of the dialog box to return to the function screen.

Button image — Specifies the image to appear on the button on the Tender screen. (TS only) For example, if you add ‘Visa’ as a credit card tender type, you can select the Visa graphic file to appear on the Visa tender button in the FOH. Select an image from the list of graphics imported into the system database using the Media Files function. If you select ‘None,’ the text you enter in ‘Name’ appears on the button. (QS only) Required Options: You must access Maintenance > Screen Designer > Quick Service Screen Designer > Work with Panels and add the tender button to the panel from which you access tenders on the FOH. Related Options: You must upload an image using the Media Files function before you can select it from the image list.

Report as — Indicates the tender type to use for reporting sales paid with this tender. To report a tender type as itself, select ‘Default.’ You should report cash tenders as ‘Cash,’ unless you want to track how many times you accept a certain denomination, such as a $100.00 bill.

Default amount behavior — Defines how the system applies payment when you select the defined tender on the FOH terminal, which can speed up the payment process.

Ask for amount — Displays the check total but places the cursor at the end of the payment amount, allowing you to change the amount, if necessary. Use this option for non-cash tenders.

Next highest amount — Rounds up the payment amount to the next highest dollar, based on the check total. For example, if the check total is $6.62, the system applies a payment of $7.00 and the change due to the customer appears on the screen. Use this option for the cash tenders.

Exact amount due — Applies a payment amount equal to the check total. Use this option for cash tenders.

Specific amount — Applies a payment amount equal to the specific monetary value you associate with the tender in ‘Amount’ and the change due to the customer appears on the screen. Use this option for cash tenders. Related Options: When you select ‘Specific amount,’ you must designate a monetary value in ‘Amount.’

Amount — Designates the specific monetary value to associate with this tender. Required Options: You must select ‘Specific amount’ as the ‘Default amount behavior’ to enable this option.

Display change for next highest amount — Shows the amount of coinage due back to the customer in the upper right corner of the button, based on the amount due for the check rounded up to the next dollar amount. Use this option so the cashier can quickly have the change ready to give to a customer. Required Options: You must select ‘Next highest amount’ as the ‘Default amount behavior’ to enable this option. Related Requirements: You must access Maintenance > Screen Designer > Quick Service Screen Designer > Work with Panels and add the appropriate tender button to a panel in use. Documented Version: v12.3.

Active — Makes the tender available for use in the FOH.

Track — This option is no longer used by the Aloha POS system.

Can refund — Allows you to issue a refund and return money back to the original form of non-cash payment. You must select this option for non-cash tenders that allow refunds. For example, to issue refunds for a gift card tender, you must select this option; otherwise, you cannot issue a refund and return the money back to the gift card. Related Options: You can issue credit card refunds even if you clear 'Can refund,' if you also clear 'Authorize using EDC' under the ‘Authorization’ group bar on the Authorization tab.

Affect deposit — Indicates the over/short calculation for deposits includes this tender. Select this option for cash and personal check tenders. Clear this option for payment card tenders.

Print check on close — Prints a copy of the guest check at the time you close the check. To save paper, clear this option to turn off printing of the guest check at close for non-cash tenders in environments where you provide a copy of the guest check to the guest prior to applying payment. The guest typically does not require another copy of the guest check after you tender and close the check. If you select this option for the default ‘Cash’ tender, the system automatically prints the guest check for all other cash tenders, such as the $5.00, $10.00, and $20.00 tenders.

Open drawer on close — Automatically opens the cash drawer when you close a check using this tender. If cleared, the drawer does not open automatically. Related Options: To override this option and allow the drawer to open, even for checks with a $0.00 total, access Maintenance > Business > Store > Settings tab > Security group and select ‘Open drawer when check balance is zero’ under the ‘Cash Drawer’ group bar.

Print signature line — Prints a signature line on the guest check. Use this option for non-cash tenders for which you require a signature from the guest, such as ‘House account’ and ‘Property management’ tender types. Do not confuse this option as one having to do with signature line rules that control when to print signature lines on credit card vouchers.

Combine on check (TS only) — Combines payments made with like tenders on the guest check. For example, a $20 tender type and a $10 tender type prints on the guest check as $30. You typically use this for cash tenders only.

Close check upon payment (TS only) — Automatically closes a check when the applied payment amount meets or exceeds the guest check amount.

Do not verify amount (TS only) — Determines the placement of the cursor on the FOH tender screen and whether you are able to change the amount to something less than the balance of the check when applying a payment to a non-cash tender; in no case can you change the amount to something greater than the balance of the check without resulting in an error or the system taking corrective action. For example, when you select this option, cursor focus is always just below the amount and you are unable to change the amount at all. When you clear this option, cursor focus is on the amount. You can change the amount to something less than the balance of the check but attempts to change the amount to something greater result in an error message. If the tender allows tips, you can change the amount to something greater than the balance of the check; however, the system calculates the difference and moves the excess amount to the tip amount.

Campus card plan — Ties this tender to one of nine specific Campus Card processors. Each processor is capable of handling multiple types of cards and plans. Required Options: You must select ‘Campus card’ as the tender type to expose this option.

Group Bar: Overpayment

You must select a non-cash tender to enable this group bar and its options.

Allow overpayment — Permits an employee to enter an amount greater than the guest check total when tendering the check, allowing the customer to receive cash back. You can limit the amount a guest can receive back in cash to either a percentage of the guest check, or a set dollar amount. Related Options: Selecting this option enables ‘Limit by percent,’ ‘Excess amount,’ and ‘Manager can always overpay.’

Limit by percent — Designates the amount you enter in ‘Excess amount’ is a percentage, not a set dollar amount. Required Options: You must select ‘Allow overpayment’ to enable this option.

Excess amount — Specifies the maximum dollar amount or maximum percentage you can offer the guest as cash back. If you select ‘Limit by percent,’ you must enter a decimal percentage as a number and two decimal places. For example, type fifty percent as 50.00. If you do not select ‘Limit by percent,’ you must specify a set dollar amount, such as $10.00. Required Options: You must select ‘Allow overpayment’ to enable this option.

Manager can always overpay — Enables a prompt for manager approval when an employee enters a tender amount greater than the guest check amount. Required Options: You must select ‘Allow overpayment’ to enable this option.

Auto fix balance without prompt — Enables the system to automatically correct an overpayment on a check, without a confirmation message, when you apply a tender for which you do not allow an overpayment. This applies for non-cash tenders, excluding gift card and gift certificate tender types. When an overpayment situation occurs after you apply the payment, such as a reduction in the check because of a void, the system adjusts the amount charged to the payment card without requiring you to respond to a confirmation prompt. Related Options: Selecting ‘Allow overpayment’ disables this option.

Provide change — Calculates change for the customer for this tender type and shows the amount due, including dollars and cents.

Group Bar: tips

Allow tips — Allows you to add a tip to a guest check paid with this tender. Typically, you select this option for credit card tender types. If cleared, the system does not prompt you to enter a tip, print a tip line, or allow you to adjust a tip for payments made with this tender. Related Options: 1) To override this option for a revenue center, access Maintenance > System Settings > Revenue Center > Revenue Centers tab and select ‘Disable tips’ under the ‘Settings’ group bar. 2) You must select this option to enable ‘Maximum tip %.,’ (TS only) ‘Tip refund %,’ and (TS only) ‘Remove tip line if auto gratuity.’

Maximum tip % — Specifies the maximum allowable tip percentage of the total sale you can enter as a tip for this tender. Type the percentage as a number and two decimal places. For example, type fifty percent as 50.00. Required Options: You must select ‘Allow tips’ to enable this option. Related Options: To allow an employee to override the ‘Maximum tip %’ restriction for a tender in the FOH, access Maintenance > Labor > Pos Access Levels > Access Level tab, select ‘Adjust payments’ under the ‘Financial’ group bar, and assign the access level to the employee.

Tip refund % (TS only) — Specifies the percentage to recover from employee credit card tips to cover transaction costs, such as credit card processing fees. Type the percentage as a number and two decimal places. For example, type fifty percent as 50.00. Required Options: You must select ‘Allow tips’ to enable this option.

Remove tip line if auto gratuity (TS only) — Suppresses the printing of the tip line on the credit card voucher if you apply automatic gratuity to a guest check paid with this tender. Required Options: You must select ‘Allow tips’ to enable this option.

Type tab

Use the options on the Type tab to specify credit card and gift card providers and to configure options for your property management system and foreign currencies.

Group Bar: Type settings

The selected tender type must be ‘Credit card,’ or ‘Gift card’ for this group bar to appear.

Credit card provider — Indicates the specific credit card provider for this tender. Required Options: You must select a tender type of ‘Credit card’ to enable this option. Use ‘Not Applicable,’ when configuring a credit card tender not tied to one of the listed card brands.

Prompt for payment using the following PIN pad — Designates the PIN Pad device to use when applying a payment for this tender. Required Options: You must select a tender type of ‘Credit card’ to enable this option.

Apply a surcharge to this tender — Adds a surcharge when you apply this tender to the guest check. Use this option when you want to recoup an extra charge, such as a processing fee, from the guest. Required Options: You must select a tender type of ‘Credit card’ to enable this option. Related Requirements: You define surcharges in Maintenance > Taxes > Surcharge. Documented Version: v12.3.

Chip ‘N Pin reader ID required — Prompts you to type the chip and pin reader device ID, when you close the check in the FOH. The employee then takes the device to the guest, who enters their PIN number, amount, and tip, using the chip and pin reader device. Required Options: You must select a tender type of ‘Credit card’ to enable this option.

Allow manual entry — Allows manual entry of the credit card number when the magnetic stripe is unreadable. Required Options: You must select a tender type of ‘Credit card’ or ‘Gift card’ to enable this option.

Gift card provider — Indicates the specific gift card provider for this tender. Required Options: You must select a tender type of ‘Gift card’ to enable this option.

IVR phone # — Indicates the Integrated Voice Response (IVR) number used to dial for voice authorization when the system cannot connect. Type a maximum of 15 characters. Required Options: 1) You must select a tender type of ‘Gift card’ to enable this option. 2) You must select Paymentech or Stored Value Systems as the ‘Gift card provider’ to enable this option.

Electronic Benefits types

Specifies the type of aid supported by the United States government for this tender. Select from ‘Cash Benefits’ and ‘Food Stamps.’ You cannot leave this option as ‘Not Applicable.’ Required Options: You must select a tender type of ‘Electronic Benefit Transfer’ to enable this option.

Cash Benefits — Indicates this tender is for cash benefits issued by the United States government.

Food Stamps — Indicates this tender is for food benefits issued by the United States government. We recommend you name this tender ‘Food Benefit,’ to avoid the derogatory connotation of the term food stamps. Required Options: You must create a category of items that a guest can purchase using their food benefits payment card and access Maintenance > Business > Store > Store Settings tab > Credit Card group and select it from the ‘Food stamp category’ drop-down list under the ‘EDC Setup’ group bar.

EBT Tax exempt — Does not apply taxes to a check paid for using a food benefits payment card. This option is only available and automatically selected for EBT tenders for which you select Food Stamps as the ‘Electronic Benefits Type.’

Campus card provider — Designates the vendor that provides the campus cards. Currently, CardSmith is the only provider we support. Required Options: You must select ‘Campus card’ as the tender type to expose this option.

Allowed items category — Designates the category of items from which a campus card owner must purchase items to use the campus card. Required Options: 1) You must select ‘Campus card’ as the tender type to expose this option. 2) You define categories in Maintenance > Menu > Categories.

Group Bar: Property management settings

This group bar appears for every tender type except Electronic Benefit Transfer.

Post to PMS — Identifies this tender as one that interfaces with the property management system in place at the site. This option does not appear for the ‘Property management’ tender type.’

PMS tender ID — Designates the tender from the PMS interface to which to associate this tender. Valid entries range from 0 to 999,999,999.

PMS room # — Specifies the text to prompt for the entry of the guest room number on the Close screen when you use this tender to apply a payment. Type a maximum of 10 characters.

Allow offline posting — Allows you to post a payment using this tender when the Aloha POS system cannot connect to the property management system in use. A manager or employee with sufficient access must approve the payment if the Manager Approval screen appears. Required Options: Access Maintenance > Labor > Pos Access Levels and select ‘Approve offline hotel charges’ for a manager or another high level employee.

Group Bar: Accounts Receivables

Use the ‘Accounts Receivables’ group box to define options to use for interfacing with an accounts receivable program. You must select a tender type of ‘Accounts receivable’ to enable this group bar.

Verify customer data — Prompts you to use the accounts receivable database to verify the customer data for this tender type.

Print reference on receipt — Prints the reference information entered in the FOH when you close the guest check. This is determined by the Reference Entry text box in the Accounts Receivable program. Type ‘0’ to disable the FOH prompt. Type ‘1’ to show a FOH prompt with an optional entry. Type ‘2’ to show a FOH prompt with a required entry.

Print balance on receipt — Prints the customer balance from the accounts receivable program on the receipt.

Accounts receivable field printed on receipt — Enables you to select another field from the customer accounts receivable information to print on the FOH receipt. Valid options are None, Card Number, Phone Number, or Company Name.

Group Bar: Foreign Currency

Foreign currency — Specifies the currency to use for the selected tender. For example, Canadian Dollar. Related Requirements: You define foreign currencies in Maintenance > Payments > Foreign Currencies.

Group Bar: Options settings

This group bar appears for all but the ‘Accounts receivable’ tender type. Only the options applicable to the tender type you are creating appear for selection. For example, ‘Verify signature’ appears for selection for the Check tender type, but ‘Use magnetic card only’ does not.

Use magnetic card only — Prevents all employees from manually entering a payment card number without manager approval when applying this tender as payment. The system prompts for a manager password when they attempt to manually enter the number. This option is selected by default for the ‘Debit’ tender type and cannot be cleared. Related Options: To override this option for a certain employee and allow them to enter the gift card number without manager approval, access Maintenance > Labor > Pos Access Levels > Access Level tab and select ‘Manual card number’ under the ‘Financial’ group bar, and then assign that access level to the employee.

Expiration — Enables order entry terminals to automatically prompt for an expiration date when manually entering a payment card number. Related Options: Selecting this option, if available for the tender type, enables ‘Verify expiration.’

Verify expiration — Compares the credit card or gift card expiration date to the Aloha POS system date automatically to verify the card has not expired. Required Options: 1) You must select ‘Expiration,’ if available for the tender type, to enable this option. 2) While ‘Expiration’ is available for the Electronic Benefit Transfer tender type, ‘Verify expiration’ is not.

Verify signature — Prompts the employee to verify the signature on the voucher against the signature on the card, when you apply a payment with this tender.

Get common service tender prefix (TS only) — Captures and includes a tender prefix used on a special military service card. Required Options: You must access Maintenance > Business > Additional Features (Corporate Administration) > Corporate Owner tab and select ‘Display Air Force’ under the ‘Options to display’ group bar to expose this option.

Reduce points from Loyalty plans — Allows accrual of Loyalty points only when purchasing a gift card, and not when redeeming the gift card. For example, a guest purchases a gift card for $20.00. At a later visit, the guest purchases $50.00 of food, and offers the $20.00 gift card for payment. The guest accrues Loyalty points for the remaining $30.00 paid with another payment type, preventing duplication of Loyalty points for purchases that already received the points. Required Options: 1) You must select ‘Gift card’ as the tender type to enable this option. 2) You must configure Aloha Loyalty to work with this enhancement. Contact your Insight/Aloha Loyalty representative for more details regarding loyalty plans.

Display tender screen on card swipe (QS only) — Makes the appropriate tender screen appear when you slide or tap a payment card while using the Auto-Detection of Card Type feature. Use this option to provide the opportunity to verify or change the amount applied to the card prior to sending the authorization request. If cleared, the system immediately sends the full amount of the transaction for authorization. Required Options: You must access Maintenance > Business > Store > Store Settings tab > User Interface group and select ‘Automatically detect card swipe’ under the ‘Functionality’ group bar to use this feature.

Display ID field first on tender screen — Makes the ID appear on the Tender screen with the cursor focus on ID. Required Options: You must select Private Label as the ‘Gift card provider’ for the tender under the ‘Type settings’ group bar on the Type tab to enable this option. Documented Version: v15.1.

Allow cash out — Allows you to apply a gift card as a payment to a guest check and provide the remaining balance of the gift card to the guest as cash. Required Options: You must access Maintenance > Business > Store > Store Settings > Gift Card/Certificate tab and select ‘Paymentech’ in the ‘Gift card provider’ drop-down list to enable this option.

Identification tab

Use the Identification tab to define the requirements for identifying payment cards while tendering a guest check in the FOH, such as the text to prompt for the card number, whether the entry is numeric only and should or should not print on the check, the minimum and maximum number of digits required, and more. You also use this tab to stipulate whether you want to display the Security Verification tab and enforce even stronger security measures regarding payment cards.

Group Bar: Identification

Require identification — Forces the entry of information on the FOH tender screen that meets the requirements of the remaining options that appear on this tab when you select this option. You cannot close the check until you meet the requirements. Required Options: You must select a non-cash tender to enable this option. Related Options: Selecting this option enables the Security Verification tab, and all the remaining options on this tab.

Prompt — Indicates the text to appear on the FOH tender screen to prompt for information, such as ‘Card #.’ Required Options: You must select ‘Require identification’ to enable this option.

Minimum — Specifies the minimum number of digits or characters allowed for entry for this prompt. Required Options: You must select ‘Require identification’ to enable this option.

Maximum — Specifies the maximum number of digits or characters allowed for entry for this prompt. Required Options: You must select ‘Require identification’ to enable this option.

Numeric only — Specifies the response to the prompt can contain only numbers. Select this option to show a numeric keypad, or clear it to show an alphanumeric keypad on screen. Required Options: You must select ‘Require identification’ to enable this option.

Print on check — Prints the card number on the guest check. Clear this option for all payment card tenders. Required Options: You must select ‘Require identification’ to enable this option.

Validate — Validates the account number entered on the FOH tender screen against the list of IDs you stipulate on the Validation tab. Required Options: 1) You must select ‘Require identification’ to enable this option. 2) Selecting this option enables the Validation tab, where you stipulate the valid or invalid IDs for this payment card. 3) You must select either Include or Exclude for ‘Valid’ to determine what to enter on the Validation tab.

Valid — Indicates whether the user-defined IDs on the Validation tab should be accepted or declined in the FOH. Required Options: You must select ‘Require identification’ to enable this option.

Include — Stipulates the gift card IDs entered on the Validation tab are valid and should be accepted in the FOH.

Exclude — -Stipulates the gift card IDs entered on the Validation tab are not valid and should not be accepted in the FOH.

Prompt twice for manual entry — Requires you to enter the card number twice, when entering the card number manually instead of reading it electronically from a magnetic stripe reader. A prompt to Re-enter Card # appears. Both entries must match before you can proceed. Required Options: 1) You must select ‘Require identification’ to enable this option. 2) You must select either ‘Gift card’ or ‘Credit card’ as the tender type to enable this option.

Check the number of digits for private label credit card — Verifies the number of digits for the private label card is no more or less than the minimum and maximum digits allowed for that card. Required Options: You must access Maintenance > Payments > Tenders > Type tab and select Private Label as the ‘Credit card provider’ under the ‘Type settings’ group bar to enable this option for a credit card tender type.

Group Bar: Prefix checking

Prefix 1 through Prefix 4 — Defines valid prefixes for the payment card type, up to the first eight digits. Use this to validate gift card numbers. The system uses these prefixes in the validation process to identify the issuer of the card. While entering a prefix is optional, doing so provides additional security, especially when processing offline. Required Options: You must select ‘Require identification’ and a non-cash tender to enable this option.

Digits to validate — Designates how many digits at the beginning of a card number to validate. For example, if you type a six-digit prefix as a valid prefix, you can validate up to, but not more than, six digits of the card number. Required Options: You must select ‘Require identification’ to enable this option.

Authorization tab

Use the Authorization tab to force the entry of an authorization code for manual credit card transactions, either a code that is returned by Aloha EDC or one you provide when you manually type the card number.

Group Bar: Authorization

Require authorization — Forces the employee to provide an authorization code, either a code returned by Aloha EDC or one you manually type, on the FOH tender screen. Related Options: Selecting this option enables ‘Authorization prompt,’ ‘Maximum length,’ ‘Authorize using EDC,’ and ‘Allow pre-auth with EDC.’

Authorization prompt — Specifies the text, such as ‘Authorization #,’ to appear for the authorization code on the FOH tender screen and on the guest check. Type up to 15 characters. Required Options: You must select ‘Require authorization’ to enable this option.

Maximum length — Defines the maximum length of the authorization code. If you type 0 (zero) as the maximum length, the system accepts blank authorization codes. Required Options: You must select ‘Require authorization’ to enable this option.

Print on check — Prints the authorization code on the guest check.

Authorize using EDC — Uses Aloha EDC to electronically return an authorization code. If you clear this option, you must manually enter an authorization code on the FOH tender screen before the system will allow you to continue. Required Options: You must select ‘Require authorization’ to enable this option.

Allow pre-auth with EDC — Uses Aloha EDC to electronically return an authorization code for pre-authorizations. If you clear this option, you must manually enter an authorization code for the pre-auth on the FOH tender screen before the system will allow you to continue. Required Options: You must select ‘Require authorization’ to enable this option.

Do not print vouchers — Suppresses printing all vouchers for a non-cash tender for which you do not require a signature from the guest, regardless of the amount of the transaction. This option does not apply to gift card tenders. Related Options: 1) To suppress voucher printing for gift card tenders, access Maintenance > Business > Store > Store Settings tab > Gift Card/Certificate Sales group and select 0 (zero) from ‘Number of copies’ under the ‘Printing properties > Vouchers’ group bar. 2) Selecting ‘Apply signature line rules for vouchers’ overrides this option and prints vouchers based on the requirements you establish for signature line rules.

Apply signature line rules for vouchers — Designates this tender as one for which you want to configure whether and how the tender applies signature line rules. Related Options: Selecting this option disables ‘Do not print vouchers’ and enables ‘Print when the signature ceiling is met or exceeded.’ Required Options: 1) You must select ‘Credit card’ as the tender type to enable this option. 2) Define the requirements for signature line rules in Maintenance > Business > Store > Store Settings tab > Credit Card group under the ‘Voucher print settings’ group bar. Documented Version: v12.3.

Print when the signature ceiling is met or exceeded — Determines how to apply signature line rules to this tender. Required Options: 1) You must select ‘Apply signature line rules for vouchers’ to enable this option. 2) Define the requirements for signature line rules in Maintenance > Business > Store > Store Settings tab > Credit Card group under the ‘Voucher print settings’ group bar. Documented Version: v12.3.

Signature lines — Designates this tender as one for which signature line rules apply. The system prints all vouchers with signature lines when the payment is equal to or more than the amount, but no vouchers when payment is less than the amount.

Voucher — Designates this tender as one for which signature line rules DO NOT apply. The system prints all vouchers with signature lines regardless of the payment amount.

Both — Designates this tender as one for which signature line rules apply and also provides more control over the number of copies to print when the payment is equal to or more than the amount, when the payment is less than the amount, and on which copies to print a signature line.

Allow force authorization on Gift Cards — Enables you to force authorization of a gift card using the Force button on the FOH screen. You must contact NCR for custom development to use this feature. Required Options: 1) You must select ‘Gift card’ as the tender type and Private Label from ‘Gift Card provider’ under the ‘Type settings’ group bar on the Type tab to enable this option. 2) To provide the ability to force an authorization, access Maintenance > Labor > Pos Access Levels > Access Level tab and select ‘Force payment authorization’ under the ‘Financial’ group bar, and then assign the access level to the employee. (QS only) 3) You must access Screen Designer and add the Force Tender button to your Tenders panel.

Reconciliation tab

Use the Reconciliation tab to set up the amount for each tender used, that you can be over or under the system total when counting and checking out your bank. If you select any of these options, the system includes the tender in the reconciliation process.

Group Bar: Reconciliation

Variance amount allowed — Defines the currency amount this tender can differ from the system total when verifying amounts for reconciliation. The variance amount applies to over and under the amount entered for reconciliation. Required Options: You must configure the system to use the reconciliation feature to benefit from this option.

The system recognizes the variance amount from the required generic cash tender with $0.00 defined in the ‘Default amount’ text box. Variance options for all other cash tenders are not necessary and are invalid. If you entered an amount in ‘Default amount’ and ‘Variance amount allowed,’ the system ignores the variance amount.

For this tender enter and print — You must select a non-cash tender to enable this option. Select from one of the following:

Total amount of all transactions — Requires you to enter the total amount when running reconciliation. For example, if the tender is defined as a Visa credit card, you must enter the total amount of all Visa transactions, without itemizing. This is the default selection. Required Options: You must configure the system to use the reconciliation feature to benefit from this option.

Detailed information of each transaction — Requires you to enter transaction detail when running reconciliation. For example, if the tender is defined as a personal check, you must enter each individual check. Required Options: You must configure the system to use the reconciliation feature to benefit from this option.

Auto fill — Populates all reconciliation fields without the need for the employee to enter the amount. This scenario would be for operations that only verify payments. Required Options: You must configure the system to use the reconciliation feature to benefit from this option.

Security Verification tab

Use the Security Verification tab to establish more stringent security measures for non-cash payments. You can require the entry of such things as the ZIP Code for address verification, and the entry of the security codes printed on the exterior of a credit or debit card. Depending on the card brand, this code may be referred to as the CVV, CID, CIN, CVV2, and more. This code is not stored in the track data on the card; therefore, requiring its entry ensures the card is in the actual possession of the card holder. This tab also provides security features for International use, primarily for the United Kingdom, in the way of requiring the entry of the month and year the card was issued to the card holder and the card issue number. If you enable any of the security measures on this tab, the Security Verification screen appears in the FOH during the payment process.

Group Bar: Address

Use the ‘Address’ group bar to capture the entry of the card holder ZIP Code on the FOH Security Verification screen. The system includes the entered ZIP Code in the files it sends to the card processor. If you use a service that checks for a mismatch with the ZIP Code on record, you could reduce the credit card fees imposed by the credit card processor. In the scenario where a guest enters the ZIP Code, such as in a mobile pay environment, the system declines the card when the entry does not match the ZIP code on record and the guest must use another form of payment. To take advantage of this feature, you must determine if the Aloha system is certified for address verification (AVS) with the processor in use.

Enter address verification code — Requires you to type the card holder ZIP Code on the FOH Security Verification screen. Related Options: 1) You must select ‘Require identification’ on the Identification tab to enable the Security Verification tab. 2) To allow an employee to override the requirement for the ZIP Code, select ‘Override security verification’ in Pos Access Levels and assign the access level to the employee. 3) Selecting this option enables the remaining options under the ‘Address’ group bar.

Verify address on all cards — Requires you to enter the ZIP Code for all transactions, whether you enter the card number manually or electronically. Clear this option to prompt for the ZIP Code for manually entered card numbers only. Required Options: You must select ‘Enter address verification code’ to enable this option.

Number of characters — Defines the minimum number of characters, or digits, you can type for the ZIP Code. Required Options: You must select ‘Enter address verification code’ to enable this option.

Numeric only — Shows a numeric keypad on the FOH screen and requires you to enter numeric values for the ZIP Code. Clear this option to allow the entry of characters from an alphanumeric keypad. For example, an international postal code may use alphabetic characters as well as numeric. Required Options: You must select ‘Enter address verification code’ to enable this option.

Verify address prompt — Specifies the text, such as ‘ZIP Code,’ to prompt for the ZIP Code on the FOH Security Verification screen. You can type up to 20 characters. Required Options: You must select ‘Enter address verification code’ to enable this option.

Group Bar: Security code

Use the ‘Security code’ group bar to capture the card issue number. This feature is for International use, primarily in the United Kingdom, and is currently not supported by domestic (USA) processors. When you electronically slide a card through a reader, the system obtains the credit card number and other tracking information, such as the card start date and the card issue number; however, some countries require that when you manually enter a card number, you also capture the start date and card issue number in the transaction data, and some processors charge a downgrade fee if you do not. Use the ‘Security code’ group bar to require you to type the card issue number. Use the ‘Start date’ group bar to require you to capture the month and year the card was issued to the card holder.

Enter security code — Requires you to type the card issue number, also known as the customer verification ID, on the FOH Security Verification screen. Selecting this option enables the remaining options under the ‘Security code’ group bar. Related Options: 1) You must select ‘Require identification’ on the Identification tab to enable the Security Verification tab. 2) To allow an employee to override the entry of the card issue number, select ‘Override security verification’ in Pos Access Levels and assign the access level to the employee.

Verify security code on all cards — Requires you to type the card issue number for all transactions, whether you type the card number manually or electronically. Clear this option to prompt for the card issue number for manually entered card numbers only. Required Options: You must select ‘Enter security code’ to enable this option.

Number of digits — Specifies the number of characters, or digits, to type for the card issue number. Required Options: You must select ‘Enter security code’ to enable this option.

Security code prompt — Specifies the text, such as ‘CIN #,’ to prompt for the card issue number on the FOH Security Verification screen. Type up to 20 characters. Required Options: You must select ‘Enter security code’ to enable this option.

Group Bar: Start date

Use the ‘Start date’ group bar to capture the month and year the card was issued to the card holder. This feature is for International use, primarily in the United Kingdom, and is currently not supported by domestic (USA) processors. When you electronically slide a card through a reader, the system obtains the credit card number and other tracking information, such as the card start date and the card issue number; however, some countries require that when you manually enter a card number, you also capture the start date and card issue number in the transaction data, and some processors charge a downgrade fee if you do not. Use the ‘Start date’ group bar to require you to enter the month and year the card was issued to the card holder. Use the ‘Security code’ group bar to require you to enter the card issue number.

Enter start date — Requires you to enter the month and year the card was issued to the card holder. The system includes that date in the files sent to the processor, enabling you in some cases to reduce the fees imposed by the credit card processor. Selecting this option enables the remaining options under the ‘Start date’ group bar. Related Options: To allow an employee to bypass entering the start date, access Maintenance > Labor > Pos Access Levels > Access Level tab and select ‘Override security verifications on tenders’ under the ‘Financial’ group bar, and then assign the access level to the employee.

Verify start date on all cards — Requires you to enter the start date for all transactions, whether you enter the card number manually or electronically. Clear this option to prompt for the start date for manually entered card numbers only. Required Options: You must select ‘Enter start date’ to enable this option.

Start date prompt — Specifies the text, such as ‘MMYY,’ to prompt for the start date on the FOH Security Verification screen. Type up to 20 characters. Required Options: You must select ‘Enter start date’ to enable this option.

Group Bar: Validation code

Use the ‘Validation code’ group bar to type the security code, such as the CVV or CID number printed on the reverse side of a debit or credit card, on the FOH Security Verification screen. The system includes that security code in the files sent to the processor. Typing a number that does not match the security code on record for the card does not cause the transaction to fail; however, if you use a service that checks for a mismatch with the security code on record, you can potentially reduce the fees imposed by the credit card processor.

Enter validation code — Requires you to enter the security code, such as the CVV or CID number printed on the reverse side of a debit or credit card, on the FOH Security Verification screen. Selecting this option enables the remaining options under the ‘Validation code’ group bar. Related Options: 1) You must select ‘Require identification’ on the Identification tab to enable the Security Verification tab. 2) To allow an employee to bypass typing the security code, access Maintenance > Labor > Pos Access Levels > Access Level tab and select ‘Override security verification’ under the ‘Financial’ group bar, and then assign the access level to the employee.

Require code entry — Enforces capture of the security code. Managers cannot bypass entering the code. If you select this option, you must type the code or cancel the payment. Required Options: You must select ‘Enter validation code’ to enable this option.

For all cards manual or electronic — Requires capturing the security code for all transactions, whether you enter the card number manually or electronically. Clear this option to prompt for the security code for manually entered card numbers only. Required Options: You must select ‘Enter validation code’ to enable this option.

Presence indicator — Places additional buttons on the FOH Security Verification screen, allowing you to provide a reason for not entering the security code. Required Options: You must select ‘Enter validation code’ to enable this option. Related Options: If you also select ‘Require code entry,’ the reason buttons do not appear on the FOH Security Verification screen.

Print response code — Prints the response code returned from the processor for a security code submission on the voucher. Required Options: You must select ‘Enter validation code’ to enable this option.

Minimum number of characters required — Defines the minimum number of characters or digits, up to 10, required for the security code. For example, if the security code in your region contains three digits, select or type 3. Required Options: You must select ‘Enter validation code’ to enable this option.

Maximum number of characters required — Defines the maximum number of characters or digits, up to 10, required for the security code. You must select or type a number equal to or more than the ‘Minimum number of characters required.’ Required Options: You must select ‘Enter validation code’ to enable this option.

Numeric entry only — Requires you to always type numeric values for the security code. Clear this option to enable you to type characters from an alphanumeric keypad. Required Options: You must select ‘Enter validation code’ to enable this option.

Enter code twice — Requires you to type the security code twice when entering the card number manually, instead of reading it electronically from a magnetic stripe reader. A Re-enter Code # prompt appears. Both numbers must match before you can proceed. Required Options: You must select ‘Enter validation code’ to enable this option.

Text to display on prompt — Specifies the text to prompt you to type the security code on the FOH Security Verification screen. Type up to 20 characters. Required Options: You must select ‘Enter validation code’ to enable this option.

Printers tab

The Printers tab enables you to select a specific printer on which to print an extra copy of checks closed using this tender. Printers that currently exist in the database appear in the ‘Available’ list on the left side of the screen. Printers currently assigned to the tender appear in the ‘Included’ list on the right side of the screen.

Group Bar: Printers

Use the >> and << arrows to move printers between the ‘Available’ list and the ‘Included’ list.

Rounding tab

Use the Rounding tab to control the rounding method for tenders accepted by your Aloha POS system.

Group Bar: Rounding

Enable rounding — Allows a payment made with this tender to round up or down based on the rounding method and the check total.

Round to ___ — Rounds the check total to the defined amount when you apply this tender. Type the rounding amount, from 0.02 to 1.00, to use for rounding the tender. Required Options: You must select ‘Enable rounding’ to enable this option. Related Options: To change the decimal precision of the rounding, you must access Maintenance > Business > Store > Store Settings tab > System group and select ‘Use special currency’ under the ‘Regional Settings’ group bar.

Display adjustment — Displays the rounding benefit on the guest check when you apply this tender. The rounding benefit describes the variance between the sales total and the payments total when using check rounding. The rounding benefit may also be viewed on various BOH reports. Required Options: You must select ‘Enable rounding’ to enable this option.

Print rounded indicator — Prints the text ‘Rounded’ after the change line on the check when you apply this tender. Use this for cash tenders only. Required Options: You must select ‘Enable rounding’ to enable this option.

Rounding method — Specifies the rounding method to use when you apply this tender. Select Up or Down if are rounding to the nearest nickel. For any other amount, select Nearest Up or Nearest Down. Required Options: You must select ‘Enable rounding’ to enable this option.

Validation tab

You can specify up to four valid prefixes for payment cards on the Identification tab; however, if you need to specify a range of valid prefixes, or specific card numbers that fall outside a range, select ‘Validate’ on the Identification tab to enable the Validation tab. You can add as many ranges as required to meet your needs. For example, if you offer several concepts and the same gift card prefix is valid for all three concepts, it is conceivable a guest could use the same gift card at any of the three restaurant locations regardless of the concept. To prevent this, you either must enter each valid gift card number into the tender configuration specific to each concept or enter the valid ranges specific to each concept in the Validation tab. Using this tab, you can designate as many ranges as you need; whereas, you can specify only four valid prefixes per tender on the Identification tab itself.

Group Bar: Validation IDs

Identification — Designates specific gift card numbers that fall outside the ranges you enter below in the ‘Validation Ranges’ group bar.

Group Bar: Validation Ranges

Beginning prefix range — Designates the first number in a range of gift card numbers to use when validating a gift card. Type up to 20 alphanumeric characters. Any gift card number with a prefix equal to or larger than this number, up to and including the number designated in ‘Ending prefix range’ is valid. Documented Version: v14.1.

Ending prefix range — Designates the last number in a range of gift card numbers to use when validating a gift card. Type up to 20 alphanumeric characters. Any gift card number with a prefix equal to or less than this number, and equal to or larger than the number designated in ‘Beginning prefix range’ is valid. Documented Version: v14.1.