How to do it in Paytabl

Pay your bill from your phone

1. Point your phone's camera at the QR code on your table and open the link. The bill opens in your browser: there's nothing to install and no account to make.
2. Check the bill. It shows every item, read from the restaurant's own system.
3. Choose what to pay: your items, an even share, or a set amount.
4. Pick a tip, or choose no tip, if you're asked.
5. Pay with Apple Pay, Google Pay or a card. Before you pay you see every line, including the service fee on your share and tip.

Split the bill with your table

1. Everyone scans the same code on the table, on their own phone.
2. Each person pays for their items, an even share or a set amount.
3. What's already paid is taken off for everyone else, and the bill updates on every phone.

If two people pick the same item, the first to start paying reserves it, and the other sees it as being paid.

Get a receipt

1. After paying, tap Get a receipt.
2. Choose Email my receipt and enter your email, or Download receipt (PDF).

If the bill can't be paid by phone

1. If your share changed while you were paying, you see the new amount before anything is charged. Check it and pay again.
2. If the page says paying by phone is paused, or asks you to pay your server, pay your server the usual way.
3. For a refund or a mistake on the bill, ask the restaurant: refunds go back to the card you paid with.

Set up card payments and payouts

1. In the dashboard, open Settings.
2. Under Card payments and payouts, choose Set up payments.
3. Stripe asks for your business details, a representative's ID and a bank account. It takes about ten minutes.
4. Back in Settings, the status reads Set up: payments and payouts are on. Until then, guests who scan are asked to pay their server.

Print your table QR codes

1. In the dashboard, open QR codes & tables.
2. Add your areas and tables as they are on your floor.
3. Choose Print all QR codes (PDF), Print this area, or select tables and print just those.

Lost a code? Make a new code for that table: the old one stops working, so print the new one and replace it.

Choose the tip options guests see

1. In the dashboard, open Settings and go to Tipping.
2. Set your tip choices, as percentages of the bill before tax, and which one is preselected, if any.
3. Decide whether guests can enter their own tip. Guests can always choose no tip: no setting hides it.

Add your Google review link

1. In the dashboard, open Settings and go to Reviews.
2. Paste your Google place ID, or the review link from your Google Business Profile.
3. An owner sets the minimum stars (4 or 5) for guests to be offered the link.

Every rating, whatever the score, is kept in the dashboard under Reviews.

Add your team

1. In the dashboard, open Team and choose Invite someone, or in the staff app go to More, Team and invites.
2. Send one person an invite link, or show the join code in the room for several people to scan.
3. Approve each request to join in the staff app's Approvals tab.

Install the staff app and turn on alerts

1. Open the staff app in your phone's browser and sign in.
2. Add it to your Home Screen: in Safari tap Share, then Add to Home Screen; in Chrome tap the menu, then Install app.
3. Open it from the Home Screen, go to More and tap Turn on alerts on this phone.

On an iPhone, alerts only work once the app is on the Home Screen. Urgent alerts and approvals always come through, whatever you mute.

Refund a payment

1. In the staff app, open Tables, the table, then the payment, and tap Refund. In the dashboard, open Payments, then the payment.
2. Refund everything left, or enter an amount, and add a reason for your records if you like.
3. Void or adjust the items on the POS too, so the till matches.

Servers refund up to their limit ($50 unless you change it) within 24 hours of the payment; above that, the refund waits for a manager's approval. Money goes back to the guest's card in 2–4 business days, and a refund can't be undone.

Mark items paid in cash

1. In the staff app, open the table and tap Mark items paid in cash.
2. Pick the items the guest paid for in cash.
3. They go onto the POS as a cash payment, and the guests' phones show them as paid.

A payment didn't reach the POS

1. Don't charge the guest again: their payment is complete.
2. Open the alert in the staff app, or the payment in the dashboard, and note the bill amount and the tip separately.
3. On the POS, pay that check with the Paytabl payment type: the bill amount as the payment and the tip as the tip.
4. On the next read of the check, it is linked to the phone payment and counted once. If more than one payment fits, a manager links it under End of service, Check against the POS, Link the tender added by hand.

If it happens on more than one check in a shift, email support@paytabl.com: it's probably the connection, not the payment.

Pause paying by phone

1. In the staff app, go to More, then Paying by phone. Owners and managers see it.
2. Tap Pause phone payments and confirm.
3. Guests who scan are asked to pay their server. Payments already under way still go through. Resume from the same place.

Report a walkout

1. In the staff app, open the table and tap Report walkout.
2. A manager confirms or dismisses it in Approvals.
3. A confirmed walkout appears in the dashboard under Accounting, Recoveries.

Send a payment link

1. In the dashboard, open Payment links and choose Create a link.
2. Enter the amount, what it's for and when it expires. Add the guest's email to have the link sent to them, or copy the link and send it yourself.
3. The guest pays in their browser. Each link takes one payment, then shows as paid.

A link isn't tied to a check: add the payment to the POS by hand when it arrives.

Close a service with the cash-up

1. In the dashboard, open End of service and check QR payments against the POS.
2. Open Cash-up and pick the service, or the whole day.
3. Count the drawer: the opening float, cash taken out and paid out, and what's in it.
4. Fill in each tender's total. A difference of $5 or more needs a note.
5. Sign off. The report locks with the POS totals it was signed off with; only an owner can reopen it, with a reason.

See what reached your bank

1. In the dashboard, open Accounting, then Payouts.
2. Each payout shows what Stripe sent to your bank. Revenues shows what Stripe kept on your account: card processing, and any dispute with its fee.
3. For anything else about your Stripe account, choose Open your Stripe dashboard in Settings.

A guest disputed a payment

1. You get an alert with the deadline for your evidence.
2. Answer the dispute in your own Stripe Dashboard, before that deadline.
3. The dispute shows in the dashboard under Accounting, Recoveries, with what Stripe took from your account.

Turn on two-factor sign-in

1. It's optional: after the code we email you, it asks for a code from an authenticator app or by text message too. Turn it on in the dashboard under Two-factor sign-in, or in the staff app under More.
2. Scan the code with an authenticator app and type in the 6-digit code it shows.
3. Keep the ten recovery codes somewhere safe: each one signs you in once if you lose your phone.

Lost your phone and your recovery codes? An owner can reset your two-factor sign-in from the dashboard's Team page.