topic Best Practices for Gift Cards/Credit Card Processing/Loyalty in Restaurant Operations https://community.toasttab.com/t5/restaurant-operations/best-practices-for-gift-cards-credit-card-processing-loyalty/m-p/1859#M514 <P><SPAN>Hello Toast Community! </SPAN></P> <P><SPAN>We want to remind everyone of some best practices regarding credit and gift cards. Below are some common questions and links to where you can find out more information!</SPAN></P> <P>&nbsp;</P> <P><STRONG>Card Pre-Authorization FAQ</STRONG></P> <P><SPAN>Pre-authorizing a card does not guarantee the customer will have sufficient funds to cover the entire check. Pre-authorization will only work if the card is swiped while no items are added to the check. If there are any items on the check, the card will be charged as if it were a normal payment. Check out <A href="https://central.toasttab.com/s/article/Card-Pre-Authorization-FAQs" target="_self">this article</A> to learn more!&nbsp;</SPAN></P> <P>&nbsp;</P> <P><STRONG>Troubleshooting Duplicate Charges on Credit Cards</STRONG></P> <P><SPAN>Sometimes, if a card was pre-authorized with items already on the check-in may look like duplicate charges from the customer's point of view. <A href="https://central.toasttab.com/s/article/Troubleshooting-Duplicate-Charges-on-Credit-Card" target="_self">This article</A> is about how you can troubleshoot these charges to confirm if the customer was indeed charged twice or if the charge they are discussing is pending and will fall off later.&nbsp;</SPAN></P> <P>&nbsp;</P> <P><STRONG>Offline/Background Credit Card Processing</STRONG></P> <P><SPAN>As we head into busy times of the year, ensuring you're prepared for everything is essential! <A href="https://central.toasttab.com/s/article/Offline-Mode-Processing-Credit-Card-Payments" target="_self">This article</A> will ensure you’re prepared to take charges while offline.</SPAN></P> <P>&nbsp;</P> <P><STRONG>Credit Card Surcharging Rules &amp; Requirements</STRONG></P> <P>Some might want to take the credit card processing fees and pass these on to the customer. <A href="https://central.toasttab.com/s/article/Surcharging-and-cash-discounting" target="_self">This article</A> will help explain Toast's stance on this and what you can do instead!</P> <P>&nbsp;</P> <P><A href="https://central.toasttab.com/s/article/How-do-I-sell-my-customer-a-gift-card-using-Toast-1493052763434" target="_self"><SPAN>Selling a Gift Card</SPAN></A></P> <P><SPAN>This section covers the following information:</SPAN></P> <UL> <LI><SPAN>Selling Physical Gift Cards on the POS</SPAN></LI> <LI>Selling eGift Cards on the POS</LI> <LI>Setting up eGift Cards Online</LI> <LI>Buying eGift Cards Online</LI> <LI>Checking eGift Card Balance / Add Value to an eGift Card</LI> <LI>Discounting Gift Cards</LI> </UL> <P>&nbsp;</P> <P><A href="https://central.toasttab.com/s/article/How-Guests-Earn-Points-with-Toast-Loyalty" target="_self"><SPAN>How Guests Earn Points with Toast Loyalty</SPAN></A></P> <P><A href="https://central.toasttab.com/s/article/Redeeming-Points-with-Toast-Loyalty" target="_self"><SPAN>Redeeming Points with Toast Loyalty</SPAN></A></P> <P>&nbsp;</P> <P><SPAN>Reply below if you have any questions about Credit Card best practices, Gift Cards or if there are any other topics you’d like us to discuss!&nbsp;</SPAN></P> Mon, 23 Jan 2023 19:54:21 GMT Rob 2023-01-23T19:54:21Z Best Practices for Gift Cards/Credit Card Processing/Loyalty https://community.toasttab.com/t5/restaurant-operations/best-practices-for-gift-cards-credit-card-processing-loyalty/m-p/1859#M514 <P><SPAN>Hello Toast Community! </SPAN></P> <P><SPAN>We want to remind everyone of some best practices regarding credit and gift cards. Below are some common questions and links to where you can find out more information!</SPAN></P> <P>&nbsp;</P> <P><STRONG>Card Pre-Authorization FAQ</STRONG></P> <P><SPAN>Pre-authorizing a card does not guarantee the customer will have sufficient funds to cover the entire check. Pre-authorization will only work if the card is swiped while no items are added to the check. If there are any items on the check, the card will be charged as if it were a normal payment. Check out <A href="https://central.toasttab.com/s/article/Card-Pre-Authorization-FAQs" target="_self">this article</A> to learn more!&nbsp;</SPAN></P> <P>&nbsp;</P> <P><STRONG>Troubleshooting Duplicate Charges on Credit Cards</STRONG></P> <P><SPAN>Sometimes, if a card was pre-authorized with items already on the check-in may look like duplicate charges from the customer's point of view. <A href="https://central.toasttab.com/s/article/Troubleshooting-Duplicate-Charges-on-Credit-Card" target="_self">This article</A> is about how you can troubleshoot these charges to confirm if the customer was indeed charged twice or if the charge they are discussing is pending and will fall off later.&nbsp;</SPAN></P> <P>&nbsp;</P> <P><STRONG>Offline/Background Credit Card Processing</STRONG></P> <P><SPAN>As we head into busy times of the year, ensuring you're prepared for everything is essential! <A href="https://central.toasttab.com/s/article/Offline-Mode-Processing-Credit-Card-Payments" target="_self">This article</A> will ensure you’re prepared to take charges while offline.</SPAN></P> <P>&nbsp;</P> <P><STRONG>Credit Card Surcharging Rules &amp; Requirements</STRONG></P> <P>Some might want to take the credit card processing fees and pass these on to the customer. <A href="https://central.toasttab.com/s/article/Surcharging-and-cash-discounting" target="_self">This article</A> will help explain Toast's stance on this and what you can do instead!</P> <P>&nbsp;</P> <P><A href="https://central.toasttab.com/s/article/How-do-I-sell-my-customer-a-gift-card-using-Toast-1493052763434" target="_self"><SPAN>Selling a Gift Card</SPAN></A></P> <P><SPAN>This section covers the following information:</SPAN></P> <UL> <LI><SPAN>Selling Physical Gift Cards on the POS</SPAN></LI> <LI>Selling eGift Cards on the POS</LI> <LI>Setting up eGift Cards Online</LI> <LI>Buying eGift Cards Online</LI> <LI>Checking eGift Card Balance / Add Value to an eGift Card</LI> <LI>Discounting Gift Cards</LI> </UL> <P>&nbsp;</P> <P><A href="https://central.toasttab.com/s/article/How-Guests-Earn-Points-with-Toast-Loyalty" target="_self"><SPAN>How Guests Earn Points with Toast Loyalty</SPAN></A></P> <P><A href="https://central.toasttab.com/s/article/Redeeming-Points-with-Toast-Loyalty" target="_self"><SPAN>Redeeming Points with Toast Loyalty</SPAN></A></P> <P>&nbsp;</P> <P><SPAN>Reply below if you have any questions about Credit Card best practices, Gift Cards or if there are any other topics you’d like us to discuss!&nbsp;</SPAN></P> Mon, 23 Jan 2023 19:54:21 GMT https://community.toasttab.com/t5/restaurant-operations/best-practices-for-gift-cards-credit-card-processing-loyalty/m-p/1859#M514 Rob 2023-01-23T19:54:21Z