Interactive Tutorials

Global Payments Back Office Demo


Common Tasks

Quick Links

TimeclockSplitting An Order Before CheckoutSplitting An Order During Checkout

Applying A Line Item DiscountApplying A Full Cart DiscountHolding An Order And Recalling An OrderMerging Two Orders

Server And Table AssignmentStation PrintersRefunding A Previous TransactionRetail TippingRestaurant Tipping

End Of Day - Batching Out Without Tip AdjustMultiple Tender TypesPartial RefundsMultiple Tax Rates

Tax Exempt Orders

Timeclock (only available for Register)

  1. Screen 1 - Click clock in to clock in
  2. Screen 2 - Click start break to take a break
  3. Screen 3 - Click end break to end a break
  4. Screen 4 - Click my shifts to view history of shifts
  5. Screen 5 - Click all shifts to view other users shifts

Splitting An Order Before Checkout (only available for Register)

  1. Screen 1 - Click Split Order to being splitting the current order
  2. Screen 2 - Click Blackened Chicken Sandwich to select the item for splitting
  3. Screen 3 - Click Large Fountain to select the item for splitting
  4. Screen 4 - Click Create New Order to split the order
  5. Screen 5 - Click Hold All leave the split screen

Splitting An Order During Checkout

  1. Screen 1 - Click Checkout to begin checkout process
  2. Screen 2 - Click Split Balance to being splitting the order
  3. Screen 3 - Click Save to save the split orders and continue the checkout process
  4. Screen 4 - Click Cash to begin checking out the first ticket
  5. Screen 5 - Click Exact to simulate first customer giving exact change
  6. Screen 6 - Click Finish to simulate giving any change to the first customer
  7. Screen 7 - Click Continue Order to begin checking out the second customer
  8. Screen 8 - Click Exact to simulate second customer giving exact change
  9. Screen 9 - Click Finish to simulate giving any change to the second customer

Applying A Line Item Discount

  1. Screen 1 - Click Discount to begin applying a line item discount
  2. Screen 2 - Click Items
  3. Screen 3 - Click Single Item %5 to choose your discount
  4. Screen 4 - Click Veggie Italian Sandwich to choose the item you will apply the discount to
  5. Screen 5 - Click Save Discount to apply the discount

Applying A Full Cart Discount

  1. Screen 1 - Click Discount to begin applying a line item discount
  2. Screen 2 - Click $5.00 Off Entire Order to choose your discount
  3. Screen 3 - Click Done to proceed back to the orders screen with your discount applied

Holding An Order And Recalling An Order

  1. Screen 1 - Click Hold to begin the process of holding the order
  2. Screen 2 - Click Continue to proceed with placing your order on hold
  3. Screen 3 - Click Open to view the orders that are on hold
  4. Screen 4 - Click the Dine In order that appears on the screen to reopen the order
  5. Screen 5 - Click Open Order to complete the process of reopening the order

Merging Two Orders

  1. Screen 1 - Click Combine to being the process of combining this order with a previous held order
  2. Screen 2 - Click the Dine In order that appears on the screen to select it to combine it with our current order
  3. Screen 3 - Click Yes to accept combining these orders
  4. Screen 4 - The orders are now combined but we need to open this newly created order, click Open to view the order
  5. Screen 5 - Click the Dine In order that appears to open select the newly created order we want to open
  6. Screen 6 - Click Open Order to complete the process of reopening the order

Server And Table Assignment

  1. Screen 1 - Click Hold to begin holding the order and making your server and table assignments
  2. Screen 2 - Click Identifier to view custom made identifiers; table assignments in this case
  3. Screen 3 - Click Patio 1 to choose an assignment
  4. Screen 4 - Click Server to view and assign a server to the order
  5. Screen 5 - Click Dine In to view and assign and dining method
  6. Screen 6 - Click Continue to complete the process of holding the order with server and table assignments

Station Printers

  1. Screen 1 - Click Hold to begin the process of holding an order, and initiating sending an order to a station printer
  2. Screen 2 - Click in the checkbox next to Yes, Send Items to have this order send to a station printer
  3. Screen 3 - Click Continue to hold the order and have it sent to a station printer

Refunding A Previous Transaction

  1. Screen 1 - Click Completed to view all previous transactions in the current batch
  2. Screen 2 - Click the first order that appears at the top of the list to select it
  3. Screen 3 - Click Full Refund to initiate a full refund of that order
  4. Screen 4 - Click Refund to confirm the refund

Retail Tipping

  1. Screen 1 - Click Checkout to begin checking out the current order
  2. Screen 2 - Click Card, this would then allow someone to swipe their card
  3. Screen 3 - After someone has swiped their card we land on the tip screen, click anywhere in the tip section to apply a tip
  4. Screen 4 - Click Complete Order to complete the order and proceed back to the orders page

Restaurant Tipping

  1. Screen 1 - Click Checkout to begin checking out the current order
  2. Screen 2 - Click Card, this would then allow someone to swipe their card and would initiate a receipt with a signature line to be printed if restaurant tipping was turned on
  3. Screen 3 - The order is now complete and the customer can tip on the printed receipt

End Of Day - Batching Out Without Tip Adjust

  1. Screen 1 - Click End of Day to begin the batching out process
  2. Screen 2 - Click Count to begin the process of accounting for cash in the drawer
  3. Screen 3 - Click the number pad to simulate inputting the counted cash. Click Manual Cash Counter to view the cash counter screen; if you view the cash counter click Back to proceed back to the demo flow
  4. Screen 4 - Click Add to add the counted cash, then click Save Counts to apply our counted cash to our batch
  5. Screen 5 - Click Close Register to close out the batch, a prompt will appear to confirm you want close the batch

Multiple Tender Types

  1. Screen 1 - Click Cash to begin paying part of the transaction with cash
  2. Screen 2 - Click the number pad to simulate inputting $10 that will be paid in cash
  3. Screen 3 - Click Pay to simulate being paid in cash, this would initiate a cash drawer to open
  4. Screen 4 - Click Finish to once you have handed your customer any change if necessary
  5. Screen 5 - Click Credit Card to simulate paying the rest of this transaction with a credit card
  6. Screen 6 - Click Card, this would then allow someone to swipe their card
  7. Screen 7 - After someone swipes their card to complete the rest of the transaction the order is complete and we land on the receipt print screen

Partial Refunds

  1. Screen 1 - Click Completed to view all previous transactions in the current batch
  2. Screen 2 - Click the first order that appears at the top of the list to select it
  3. Screen 3 - Click Refund Items to choose the items we want to refund
  4. Screen 4 - Click Hat to select it as the item that we want to refund
  5. Screen 5 - Click Calculate Refund to calculate the refund
  6. Screen 6 - Click Refund to proceed with the partial refund

Multiple Tax Rates

  1. Screen 1 - Click the item Glass, Domestic to place it on our ticket
  2. Screen 2 - Click Checkout to move to the checkout process where we can view the tax rates being applied
  3. Screen 3 - Click the Total section in the bottom right in expand the section to view more details
  4. Screen 4 - We can now see the multiple tax rates being applied. Select Cash to finish the order
  5. Screen 5 - Click Exact to simulate the customer having exact change
  6. Screen 6 - Click Finish to complete the order

Tax Exempt Orders

  1. Screen 1 - Click Ahi Tuna Elite Sandwich to place it on our ticket
  2. Screen 2 - Click Order Info to view order details
  3. Screen 3 - Click Tax Status to create a tax exempt order
  4. Screen 4 - Click in the Tax Exempt Number box to fill in the required information
  5. Screen 5 - Click Done to complete the process of making this a tax exempt order



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