Working with Tips

Being specifically designed with the Hospitality industry in mind, tip management is an integral part of SecurePay. This section focuses on the various options available in SecurePay to facilitate tip management.

Tip options are found in SecurePay's advanced settings. Here is a summary of available tip options:

SecurePay Tip Options

Tip

Enable this option to have the SecurePay application prompt for tip entry. Disable this option to prevent tip entry. Disabling this option will also hide all the tip-related options below.

Tip Preset (Select percentages)

Configure preset tip percentages that the customer will see when prompted for tip. Up to 3 presets can be configured. If you do not wish to use all of them, presets that are set to 0% will not be displayed to the customer.

Tip Preset Text Size

Select the text size used to display preset tip percentages. Available choices are Normal, Medium and Large.

Tip Threshold

Enter the maximum allowed tip percentage. Any tip amount that exceeds this percentage will require the settings password to be entered.  Setting the percentage to 0% disables the tip threshold validation.

Enable Confirmation

Enable this option to present a dedicated tip confirmation screen for the customer. If this option is disabled, the tip confirmation screen will be skipped when selecting a tip preset or the NO TIP option. If using custom $ or custom % with this option disabled, the tip amount, percentages and resulting totals will be updated in real-time as the customer types the numbers in, but no additional confirmation screen will be presented before the actual payment.

Tip Presets

Tip presets are used to simplify and speed up the tipping process by allowing customers to select between pre-calculated tip percentages that are commonly used. Any percentage can be configured, but they need to be realistic for the market in which the terminal is used.

One tip preset

Tip Preset Config - One Preset

Screenshot - One tip preset

Two tip presets

Tip Preset Config - two Presets

Screenshot - Two tip presets

Three tip presets

Tip Preset Config - three Presets

Screenshot - Three tip presets

No tip presets

Tip Preset Config - No Presets

Screenshot - Zero tip presets

Tip Preset Text Size

The Tip Preset Text Size drop-down allows you to change the font size used to display percentages and amounts in each tip preset. The screenshots below illustrate each available size.

Normal

Screenshot normal tip preset text size

Medium

Screenshot Medium tip preset text size

Large

Screenshot Large tip preset text size

Tip Threshold

The Tip Threshold is a control measure to prevent accidental over-tipping. If the tip amount exceeds the set threshold, SecurePay will request the administrator password before applying the tip.

Important Icon

IMPORTANT! Be sure to carefully evaluate how tips work in the establishment before setting this value. With low value items, the threshold percentage can be exceeded very quickly. For example, buying a water bottle for $2.00 and leaving $1.00 as a tip is already 50% in tip value.

Tip amount is higher than 30% threshold

Screenshot with tip grater than 30% 

Red Arrow

Manager code is requested after touching the CONFIRM button

Screenshot manager password 

Tip Confirmation

The tip confirmation screen is an extra step which allows the customer to review the details of the payment in a clear, minimalist display, without any other distractions on the terminal screen.

Tip confirmation enabled

With the tip confirmation option enabled, the customer is presented with the detailed calculation of the tip. This screen also allows the customer to quickly back track and make corrections using the Back ( Back Button ) button.

Add tip

Screenshot - Tip calculation

Red Arrow

Confirmation screen

Screenshot - tip confirmation

Red Arrow

Payment

Screenshot - payment

Tip confirmation disabled

If tip confirmation is disabled, the confirmation screen is skipped and the terminal proceeds directly to the payment. If the customer notices a mistake once the payment process is started, the transaction needs to be canceled at the payment application which will bring the customer back to the tip calculation screen.

Add tip

Screenshot - Tip calculation

Red Arrow

Payment

Screenshot - payment

For more details and to quickly see the difference between various configurations, click the drop-downs below:

Using custom tip amount with tip confirmation enabledUsing custom tip amount with tip confirmation enabled

This workflow shows the screens that the customer will go through while applying a tip using a custom amount and with tip confirmation enabled.

Select custom $

Screenshot - Select $

Red Arrow

Enter amount

Screenshot - Enter amount blank

Red Arrow

Confirm

Screenshot - Confirm amount

Red Arrow

Confirmation screen

Screenshot - Tip Confirmation Screen

Red Arrow

Payment

Screenshot - Payment

Using custom tip percentage with tip confirmation enabledUsing custom tip percentage with tip confirmation enabled 

This workflow shows the screens that the customer will go through while applying a tip using a custom percentage and with tip confirmation enabled.

Select custom %

Screenshot - Select %

Red Arrow

Enter percentage

Screenshot - Enter percent blank

Red Arrow

Confirm

Screenshot - confirm percent

Red Arrow

Confirmation screen

Screenshot - tip confirmation screen

Red Arrow

Payment

Screenshot - payment

Using custom tip amount with tip confirmation disabledUsing custom tip amount with tip confirmation disabled

This workflow shows the screens that the customer will go through while applying a tip using a custom tip amount and with tip confirmation disabled.

Select custom $

Screenshot - Select $

Red Arrow

Enter amount

Screenshot - Enter Amount Blank

Red Arrow

Confirm

Screenshot - Enter Amount

Red Arrow

Payment

Screenshot - Payment

Using custom tip percentage with tip confirmation disabledUsing custom tip percentage with tip confirmation disabled 

This workflow shows the screens that the customer will go through while applying a tip using a custom tip percentage and with tip confirmation disabled.

Select custom %

Screenshot - Select %

Red Arrow

Enter percentage

Screenshot - Enter Percentage - Blank

Red Arrow

Confirm

Screenshot - Enter Percentage - Blank

Red Arrow

Payment

Screenshot - payment

Comparison: Custom Tip Amount with confirmation enabled/disabledComparison: Custom Tip Amount with confirmation enabled/disabled

The screenshots below illustrate the differences in the custom tip amount screen when tip confirmation is enabled or disabled. Notice how the screen with confirmation disabled shows more information. This is to compensate for the absence of the dedicated confirmation screen.

Confirmation Enabled

Comparison - custom tip with confirmation enabled

Confirmation Disabled

Comparison - custom tip with confirmation disabled

Comparison: Custom Tip Percentage with confirmation enabled/disabledComparison: Custom Tip Percentage with confirmation enabled/disabled

The screenshots below illustrate the differences in the custom tip percentage screen when tip confirmation is enabled or disabled. Notice how the screen with confirmation disabled shows more information. This is to compensate for the absence of the dedicated confirmation screen.

Confirmation Enabled

Comparison - custom percentage with confirmation Enabled

Confirmation Disabled

Comparison - custom percentage with confirmation disabled