Surge Help Center
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Step-by-step guides for your terminal, back office and the Surge app.
Browse by topic
Getting started
Sign in, set up your business and make your first sale.
10 guidesTaking payments
Card and cash, splits, receipts, refunds and payment errors.
11 guidesTerminals and hardware
Pair, update and connect terminals, printers and cash drawers.
7 guidesPricing programs
Cash discount, dual pricing and surcharge, and your receipts.
3 guidesItems and inventory
Your item library, imports, sales tax and stock.
13 guidesOrders and service
Call numbers, kitchen printing, tabs, tables and appointments.
15 guidesCustomers and rewards
Your customer directory and rewards program.
5 guidesTeam
Add people, till codes, roles and the cash drawer.
9 guidesReports
Your dashboard, sales and exports.
5 guidesThe Surge app
The owners' phone app and the morning summary.
5 guidesPolicies
Privacy, account deletion and terms.
2 guidesAll guides
Taking payments
- Ring up a sale
- Take a card payment
- Take a cash payment and give change
- Split a payment
- Apply a discount to an item or the whole sale
- Print, email or skip a receipt
- Refund a sale
- See the day's totals and close the card batch
- Card declined or no answer from the bank
- Card payment errors and what they mean
- Selling while offline
Items and inventory
- Create an item
- Add categories
- Set up modifiers
- Mark an item sold out (86 it)
- Import items from Excel or CSV
- Set up sales tax
- Track stock for an item
- Adjust stock
- Add vendors and who supplies each item
- Create and receive purchase orders
- Add barcodes and scan items
- Print barcode labels
- Move stock between linked shops
Orders and service
- Set up tables and your floor plan
- Put orders on tables
- Run the host stand
- Use the waitlist
- Hold and fire courses, and use seat numbers
- Run open tabs
- Set up happy hour and timed discounts
- Add service charges and automatic gratuity
- Orders to pick up and call numbers
- Dine in, To go, Pickup and Delivery
- Set up the ordering kiosk
- Set up a kitchen printer
- Set up the kitchen display
- Text customers when orders are ready, and text receipts
- Take appointments
Still need help?
Email Surge support
Tell us your business name and what you were trying to do. info@surgeups.com
Get the Surge app
Check sales, customers and your team from your phone. Owners’ app
New to Surge?
Start with the first-day checklist. Your first day with Surge