This article will show you how to add a tip to a sale when using Cardless Checkout with PhorestPay.
Prompting for a Tip on Your PhorestPay Card Terminal
Latest Version of Phorest Required
Desktop Version 8.4.53 or above is required to use this feature. Click here to download the latest version of Phorest.
To enable the stored card tip prompt on your PhorestPay Card Terminal, go to Manager > PhorestPay > Settings > Edit Settings.
Change Tip Prompt with Saved Cards to Enabled, then restart Phorest for the change to take effect.
This setting is enabled by default if you are in the United States or Canada.
Once enabled, you will see a Card Terminal dropdown menu whenever you use the PhorestPay (stored card) payment type in a sale. You can use this dropdown menu to select which Card Terminal you want to send the tip prompt to.
Phorest Desktop
PhorestGo 2.0
This feature is only available on PhorestGo 2.0 and is not available in the older version of Phorest Go.
Your PhorestPay Card Terminal will then prompt your client to choose a tipping option. Once an option is selected, the Total including tip, will be displayed, and after tapping Confirm, this amount will be charged to your client's stored card.
The option for a custom tip is not available currently.
Prompting for a Tip Verbally
After verbally prompting your client for a tip, you can then add the tip to a stored card sale in Phorest by clicking the Add a Tip option at checkout.
This option will not appear If you are using PhorestTips. Instead, the prompt will automatically appear on your Card Terminal.
Enter the tip amount and then press Confirm Tip.
Select the client's stored card as their payment method, then click Complete Payment to complete the sale.