How to Create and Manage Gratuities

Gratuity is a type of adjustment for setting the amount of money given to a person (such as an order taker) who has performed a service at a venue. This is separate from the tip screen that appears to the guest on the customer facing display of a Clover device. 

Within Manager, Gratuity can be set at the Venue level as the Default under General Settings. Alternatively, it can be set per Location at the Location level. 

Gratuity can be set to be applied manually by the order taker or automatically applied to every order. Manual gratuities can be set to a specific dollar amount or percentage or customized which means applied in real time on the register. Automatic gratuities can be set to a specific dollar amount or percentage. 

There are two main use cases for this feature: in restaurants and suites. In a restaurant, you can configure a location to have a manual fixed Gratuity for parties of a certain size or more. This will allow the manager of the restaurant to apply Gratuity to an order for a table that has a large party.

 

In suites, contracts between the suite holder and the venue often state a specific automatic tip to apply to every order. This can be configured as an automatic fixed Gratuity that will apply to every order at that location. Gratuities may also be associated with Suite Accounts, which allows a Gratuity to be associated with a preorder and any tabs created for that Suite on Event Day.

Create a Gratuity

To create a new Gratuity,

1. Navigate to Configuration > Order Adjustments > Gratuity in Manager.
2. Fill in the requested information in the fields at the top of the Gratuity section.

Gratuity Fields

Field	Definition
Gratuity Display Name	Name of the Gratuity. (Name will also be displayed on the receipt.)
Apply Gratuity	Method in which Gratuity should be applied to an order.
Custom	Allow entering of a custom amount. (Only available if Apply Gratuity is set to Manually.)
Amount	Amount of Gratuity.
% / $	Unit of the Gratuity. (Percentage or Dollar value.)

Apply Gratuity Values

Value	Definition
Automatically	Gratuity will automatically be added to all orders.
Manually	Gratuity only added when order taker uses the Gratuity button in Access (Station Duo) and Anywhere (Flex).

3. Click the Add button to add the Gratuity.

4. Repeat if any additional Gratuity options are needed.

NOTE: When adding a percentage-based Gratuity, only whole numbers may be used. Percentages with a decimal are not allowed. Also, gratuities are calculated based on the subtotal of an order, which means order adjustments will not affect gratuity totals.

 

Edit a Gratuity

To edit a Gratuity,

1. In the list of gratuities at the bottom of the Gratuity page, click the Edit link to the right of the Gratuity to edit.
2. Make the needed changes to the Gratuity.
3. Click Done.

Note: Once you've edited this Gratuity it will update the change automatically to all places it is being utilized (Locations, Suite Accounts, or Bookings) 

Gratuity Examples:

Attach Gratuity to the General Settings as Venue-Wide Default

To assign a Gratuity venue-wide,

1. Navigate to Configuration > General Settings
2. Under Orders, select the Gratuity you would like to add venue-wide from the dropdown.

Once this has been added at the General Settings, all Locations that had the previous default will inherit the new default. 

Attach Gratuity to the Location

To assign a Gratuity to a Location,

1. Navigate to POS Manager > Locations.

2. Click the Location you would like to edit. 

3. Under Order Adjustments, select the Gratuity you would like to add to the Location.

Attach Gratuity to the Suite Account

To assign a Gratuity to a Suite Account,

1. Navigate to Premium > Accounts.

2. Click the Account you would like to edit.

3. Under Order Settings, select the Gratuity you would like to add to the Account.

Note: If you attach a Gratuity to a Suite Account, whenever you create a Booking for an Event for that Suite Account and input a preorder, that Gratuity will be added to the order when the preorder converts to a tab. 

Attach Gratuity to the Suite Booking

To assign a Gratuity to a Suite Booking,

1. Navigate to Premium > Bookings. 

• Note: To create a Booking, you must first create an Event with the Commissary Location added to it.

2. Click the Booking you would like to edit. If there is no Booking, click Available to set up a new Booking. 

3. Under Order Settings for this Booking, select the Gratuity you would like to add to the Account.
 
Note: Any Gratuity attached to a Booking will override a Gratuity set at the Suite Account or Location for orders attached to the Suite under that Booking.

Use Role Permissions to Give or Remove Access to Apply or Remove Gratuity

In order to apply or remove Gratuity on the device, a logged-in Employee must have the privilege enabled on their Role.

To enable the ability for an Employee,

1. Navigate to Labor > Employees

2. Select the Role you would like to edit.

3. Click the POS tab.

4. Under POS Order Adjustments, ensure that Apply Gratuity is toggled on.

How to Apply or Remove a Gratuity on Anywhere (Flex)

When in the Cart Screen, you will see either Apply Gratuity or Clear Gratuity.

• Apply Gratuity appears when there is a Manual Gratuity added to either the Location or the Suite Account or Booking associated with the order. Once added, the option to clear it appears.
• Clear Gratuity appears when there is an Automatic Gratuity added to the either the Location or the Suite Account or Booking associated with the order. Once cleared, the option to apply it appears.

How to Apply or Remove a Gratuity on Access (Station Duo)

Open Tabs:

When in the Order screen, you will see either Apply Gratuity or Clear Gratuity depending if the order had a Gratuity added to it already or not. 

Checkout Screen:

When on the Checkout screen, you will see either Apply Gratuity or Clear Gratuity, depending on whether the order had a Gratuity added to it already or not.