Add service charges and automatic gratuity

Set up a service charge the cashier adds, or one added automatically by order type or party size.

Who is this guide for?Admins set charges up in the back office. Anyone signed in to the terminal can add one; taking an automatic one off needs a manager code.

Before you begin

  • Service charges are part of Surge Plus and Surge Premium. On Surge Free the switch shows Needs Surge Plus.
  • Service charges is on under Store setup > Features. It's on from the start for bars, cafés and restaurants.

Set up a service charge

A percentage is worked out on the items after discounts and before tax.

You can't edit a charge. To change one, click Remove and add a new one. Past sales keep the name and amount they had.

On the back office
  1. Go to Store setup > Tax & discounts.
  2. Find the Service charges card.
  3. Fill in Name. This is exactly what the guest reads on the receipt.
  4. Under Kind, choose Percentage of the ticket or Fixed amount, and enter it.
  5. Tick Charge tax on it if service charges are taxable in your state. Ask your accountant if you're unsure.
  6. Under How it is added, tick The cashier can add it, and any of Dine in, To go, Pickup or Delivery to add it automatically to those orders.
  7. Click Add service charge.

Automatic gratuity for large parties

Party size comes from the guest count on the ticket. That needs Seats on, which needs Tables and Surge Premium. Without seats, use The cashier can add it and add it by hand.

When a ticket carries a gratuity, the terminal skips the tip screen. To ask for an extra tip anyway, turn on Ask for a tip when a gratuity is on the ticket in the terminal's Settings > Tips.

On the back office
  1. Set up the charge as above.
  2. In Automatic for parties of, enter the smallest party that gets it, for example 6.
  3. Tick This is a gratuity.
  4. Click Add service charge.

On the terminal

On the terminal
  1. When a charge can apply, a button appears on the ticket. It says Add a service charge, or the charge's name once one is on.
  2. Tap it to open Service charges, then tap a charge to add or remove it.
  3. Tap Done.
  • An automatic charge shows "Added automatically · tap to take off". Taking it off needs a manager code.
  • A charge marked "Taken off · tap to put back" can be tapped to restore it.
  • Tips are never worked out on the service charge.

On the receipt

Each charge prints on its own line by name, below the subtotal and any discount, and above the tax. It's never labelled a tip.

Still stuck?

Email us your business name and what you were trying to do.

info@surgeups.com