Paying Tips and Payment History

Paying Tips and Payment History

When customers leave tips at the register, Terminz tracks them by staff member. Here you can see how much each staff member has earned, how much you still need to pay out, and process the payment. You can find the page in the menu under Financials → Daily → Tips (/manager/tips). It is part of the Complete POS plan. Terminz only provides the lists to users with the “View Pay Stubs” permission.

Next to the title, a small help text (“Understanding tips”) explains the four points: who the tips belong to, how the balance is calculated, how you make the payment, and how it's recorded in the books.

Who Owns the Tip

You set this under Settings → Till & Payment → Till & Taxes (see “Set Up Till and Taxes”, field “The tip belongs to”). If it belongs to the staff member, no sales tax applies, and the amount appears on the receipt without sales tax. If it belongs to the business, it is considered revenue. Tips received by an owner who works at a chair are always considered business revenue. This page shows the staff members' balances.

The three numbers at the top

• Outstanding balance: the total amount of tips you still need to pay out.
• Total earned: the total amount of tips for the selected time period.
• Staff with tips: the number of staff members with a credit balance.

The time period is based on the date filter in list “Staff balances”.

Tab “Staff balances”

The list contains columns “Staff”, “Transactions”, “Total earned”, “Paid out”, and “Balance”. You can sort by name, “Total earned”, and “Balance”. Use “Filter by date” to filter. The phone hides columns “Transactions”, “Total earned”, and “Paid out”.

Tapping the row or View details in the row menu opens the person's details: “Total earned”, “Paid out”, “Balance”, each individual tip transaction (including the VAT portion, if applicable) and its payout history (“Paid out by …”). Mark as paid is also available there.

Pay Out Tips

1. Tap Mark as paid in the row menu. The entry is grayed out as long as the balance is 0.
2. In window “Confirm payout”, Terminz asks for “Mark … tip for … as paid?”. Fill in the following:
   • Payout amount: in euros, at least €0.01 and no more than your balance. The entire balance is preselected. You can also withdraw a portion of it.
   • Payment method: Cash (preselected), bank transfer, or other.
   • Note: optional, for example, “May tip.”
3. Confirm with Mark as paid. Afterward, “Payout recorded” will appear there. If it fails, you'll see “Payout failed”. An amount exceeding your balance will be declined.

Terminz processes several things at once:

• The payout appears in the payout history with the amount, payment method, time, and who processed the payout. This serves as your receipt.
• It appears under Finance → Reports → Expenses as an expense marked with “Auto · Tip”. You don't need to enter it there again.
• With Cash, the amount is simultaneously recorded as a withdrawal from the till. The till balance then matches the cash drawer.
• In the books, the staff member's tip is held in a suspense account until you pay it out and does not affect your profit. Tips from the business are revenue; the payment is an expense.

Tab “Payout history”

The “Payout history” tab lists every payout with “Staff”, “Date”, “Payout amount”, “Payment method”, “Paid out by”, and “Note”. You can sort by name, date, and amount, and filter by time period. Click Export CSV in the upper right corner to download the currently displayed rows as a table: Staff member, Date, Amount in euros, Payment Method, Paid by, and Note.

If there are no payments, it will show “No payouts yet”.

Frequently Asked Questions

Where do I enter tips? Not here at all: Tips are added at the register when you pay. Here, you're just processing the payment.

Can I reverse a payout? There is no option to do so on this page.

The entry “Mark as paid” is grayed out. The person has no balance.

Where can I see the payout as an expense? Under Finance → Reports → Expenses, marked with “Auto · Tip”.

I don't see the list. You lack the permission “View Pay Stubs” or “View Basic Financial Reports.”