Service Fee User Guide
1. Introduction
What are Service Fees?
Service fees are automatic charges added to customer orders based on specific conditions such as party size, order amount, and order type.
18% Gratuity for parties of 6 or more
Delivery Fee of $5 for delivery orders
Kitchen Fee of $3 on all orders
Service Charge of 10% for dine-in orders
Back Office (Configuration):
Navigate to:
Apps→ App Directory →Install App “Service Fee and Cash Discount”
In lefthand menu under Apps navigate to Service Fee and Cash Discount
Create a New Service Fee
Assign Service Fee to specific stores or to whole company
Service fees apply automatically during checkout.
Staff can view fees, but cannot modify(remove).
Receipt
Review Business Needs: Determine which service fees your business requires
Check Legal Requirements: Ensure compliance with local laws (see Section 12)
Configure Fees: Create service fees in Back Office
Assign to Locations: Link fees to specific stores or enterprise-wide
Train Staff: Educate team on how fees work and how to explain to customers
Test: Process test transactions to verify correct application
Go Live: Activate fees and monitor
3.Creating Service Fees
Step-by-Step: Create a Service Fee
Step 1: Navigate to Service Fee and Cash Discount App
Log in to Back Office
Apps→ App Directory →Install App “Service Fee and Cash Discount”
In lefthand menu under Apps navigate to Service Fee and Cash Discount
Create a New Service Fee
Step 2: Basic Information
Field: Service Fee Name - Enter a clear, descriptive name - Example: "18% Gratuity", "Delivery Fee", "Kitchen Charge" - This name appears on receipts and reports
Step 3: Fee Type and Amount
Option A: Percentage Fee
Select Percentage radio button
Enter percentage rate (e.g., 18.0 for 18%)
Do NOT include % symbol (system adds automatically)
Example: 18% Gratuity Rate: 18.0
On $100 order → $18.00 fee
Option B: Fixed Amount Fee
Select Fixed Amount radio button
Enter dollar amount (e.g., 5.00 for $5)
Currency symbol added automatically
Example: Delivery Fee Amount: 5.00
On any order → $5.00 fee
⚠️ Important: - Maximum percentage: 100% - Maximum fixed amount: $999.99 - Use decimal notation: 18.0 (not 18 or 0.18)
Step 4: Choose Trigger Type
Service fees can be triggered by either customer count or order amount (not both).
Option A: Customer Minimum
✅ Use when: Fee applies based on party size
Select Customer Minimum radio button
Enter minimum number of guests
Fee applies when guest count ≥ minimum
Example: 18% Gratuity for 6+ Guests Customer Minimum: 6
Results:
- 5 guests → No fee
- 6 guests → Fee applies
- 8 guests → Fee applies
Option B: Minimum Amount
✅ Use when: Fee applies based on order total
Select Minimum Amount radio button
Enter minimum dollar amount
Fee applies when order total ≥ minimum
Example: $5 Delivery Fee on $25+ Orders Minimum Amount: 25.00
Results:
- $24.99 order → No fee
- $25.00 order → Fee applies
- $50.00 order → Fee applies
Step 5: Order Type Filter (Optional)
Restrict service fee to specific order types (Dine-In, Takeout, Delivery).
To Apply to All Order Types: - Select all order types - Fee applies to all selected order type
To Apply to Specific Order Types: 1. Check desired order types 2. Multiple selections allowed
At least one Order Type needs to select
Example: Gratuity for Dine-In Only ☑ Dine-In
☐ Takeout
☐ Delivery
- Dine-In order → Fee applies
- Takeout order → No fee
- Delivery order → No fee
Step 6: Payment Method
Service Fee applied to all payment methods automatically
Step 7: Tax and Discount Settings
Include Taxes (Checkbox)
☑ Checked: Service fee included in tax calculation base - Tax calculated on: Subtotal + Service Fee - Common for: Kitchen fees, service charges, delivery fees
☐ Unchecked: Service fee excluded from tax calculation - Tax calculated on: Subtotal only (service fee added after tax) - Common for: True gratuities (tips)
Example with Include Taxes = YES:
Subtotal: $100.00
Service Fee: $18.00
Tax Base: $118.00
Tax (8%): $9.44
Total: $127.44
Example with Include Taxes = NO:
Subtotal: $100.00
Tax Base: $100.00
Tax (8%): $8.00
Service Fee: $18.00
Total: $126.00
Calculate on Pre-Discount (Checkbox)
☑ Checked: Calculate service fee BEFORE applying discounts - Use when: Fee should apply to original order value
☐ Unchecked: Calculate service fee AFTER applying discounts (default) - Use when: Fee should apply to discounted amount
Example with Calculate on Pre-Discount = YES:
Subtotal: $100.00 Discount (20%): -$20.00
Net: $80.00
Service Fee (10%): $10.00 (on $100 pre-discount)
Tax: $7.20
Total: $97.20
Subtotal: $100.00 Discount (20%): -$20.00
Net: $80.00
Service Fee (10%): $8.00 (on $80 post-discount)
Tax: $7.04
Total: $95.04
Step 8: Activate and Save
Active Status (Checkbox)
☑ Checked: Service fee is active and will apply to orders
☐ Unchecked: Service fee is inactive (saved but not applied)
4. Configuration Options
Assigning Service Fees
Service fees can be assigned at two levels:
Enterprise-Level Assignment
Use when: Fee applies to ALL stores
Navigate to Settings → Company Settings
Click Service Fees tab
Select service fees to assign
Click Save
Result: All stores under enterprise automatically receive the service fees
Store-Level Assignment
Use when: Fee applies to specific stores only
Navigate to Settings → Store Settings
Select specific store
Click Service Fees tab
Select service fees to assign
Click Save
Result: Only selected store receives the service fees
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