Settle a check & take payment

Tapping Settle on any cart — the Sale page, a floor cart, or a table's Checks tab — opens the same checkout panel. This guide walks through it: the totals card, gratuity, each of the six payment tiles, the alcohol gate, and the Payment Captured screen with receipts.

The checkout panel — totals card, the six payment tiles, and the gratuity row. The current cart is itemized on the right.

Taking payment needs checks.update. Printing or sending receipts needs receipts.print. Back to Selection (top left) returns to the cart at any point before a payment is captured.

The totals card

The card at the top is the money truth for this check:

• Subtotal Due, any discount row (green, with the program name), and Tax.
• Applied tenders — every payment already settled on this check is listed and subtracted: Stored Value (••••1234) for gift cards, Cash, Card (••••4242).
• The big number is Total Due — or Remaining Due once anything has been applied. It includes the selected tip.

This is how split payments work: apply a gift card or partial cash, watch Remaining Due drop, then finish with another tile. The check closes when the balance reaches zero.

Gratuity

The Gratuity Selection row offers 18% / 20% / 22% (calculated on the subtotal), No Tip, and an Other box for a custom dollar amount. Tapping a selected option again clears it.

No Tip is a real selection — it records an explicit decline rather than just leaving the tip blank. The tip rides on the final charge (card reader, guest account, cash, or payment link).

The payment tiles

Under Select Payment Method sit six tiles. Each opens its own flow:

Tile	Subtitle	Use it for
Guest Account	Charge to guest profile	Charging an attached customer's card on file.
Card Reader	Tap, chip, or swipe	In-person card payments on a Stripe reader.
Gift Card	Redeem gift card balance	Stored-value redemption — full or partial.
Payment Link	QR, copy, or send to pay	The guest pays on their own phone.
Cash	Physical currency	Cash, including partial cash.
Create Order	Invoice · settle later	Turning the check into an order to pay later.

Card Reader

1. Pick a reader from the list (only active/online readers at your location show; Refresh re-scans). Avero shows "Preparing payment...", then "Waiting for card..." — "Present a card on the reader to complete payment". You can still Cancel here.
2. The moment a card is presented, the screen switches to "Processing payment..." with the line "Card captured — finalizing. Please don't leave this screen." From this point the dialog cannot be dismissed — the guest's card may already be charged, and leaving would abandon a live charge before Avero records it.
3. On success you'll see Payment Complete, and the confirmation screen takes over.

Card Reader payment — pick a reader, then wait for the tap/chip/swipe.

If something goes wrong, the retry is deliberate about whether the card was charged:

• Card definitely not charged (payment failed, canceled, or the reader timed out — "Reader timed out. The card may not have been presented in time. Please try again."): Try Again restarts cleanly from reader selection.
• Outcome unknown (connection lost mid-payment): the error reads "Connection was lost while the payment was in progress. The card may already have been charged — do not start a new payment. Use Try Again to check this payment and finish it." Here Try Again resumes the same payment and finalizes it if the charge landed — it never creates a second charge. Follow the on-screen instruction: don't start a new payment.

Readers not set up?

If the tile reports "Card reader payments are not available", Stripe Terminal isn't finished for this location — readers are managed at /admin/companion-devices/card-readers.

Cash

The Cash Payment dialog shows the tip-inclusive Amount Due and asks for the Amount Tendered:

• Quick buttons for $1 / $5 / $10 / $20 / $50 / $100, plus Exact.
• Tendered ≥ due → a Change Due line appears; Complete Payment finishes and the confirmation screen shows a Change Due banner.
• Tendered < due → this is partial cash: the dialog shows "Remaining after" and the button becomes "Apply $X Cash". The cash is applied as a tender, you return to the checkout panel, and Remaining Due reflects the rest — finish with any other tile.

Cash Payment — quick denominations, Exact, and the change-due math.

Cash payments post to the location's open drawer session — opening, drops, and the end-of-day count live at /operations/cash-drawer, covered in Daily operations.

Gift Card

The Redeem Stored Value dialog finds the card three ways, as tabs:

• Scan — point the camera at the gift card's QR code (the default tab).
• Enter Code — type the card's access code and Look Up.
• Find by Customer — search by name or email and pick from the guest's active cards (inactive cards are listed but not selectable).

Redeem Stored Value — scan the card's QR, type its code, or find it by customer.

On the confirm step you see the card's Available Balance next to the Total Due, with Amount to Apply pre-filled to whichever is smaller. Apply less than the total and Avero warns: "Remaining $X will need to be paid by another method (card reader or guest account)."

• Covers the whole balance → the check settles and the confirmation screen shows the gift card as a payment leg.
• Partial → the amount is applied as a tender, the success step shows the card's remaining balance, and you finish the rest from the checkout panel. If you then cancel that follow-on payment, Avero automatically reverses the redemption — "Stored value has been restored to the gift card."

Guest Account

Charges the attached customer's card on file. The tile is disabled until a customer is assigned ("Assign a customer first"). The Charge Guest Account dialog lists the guest's saved cards — pick one and tap Charge $X. If there are none — "No cards on file for [the guest]. Add a card to charge their account." — you can save a new card right there (typed in, or captured on a reader) and then charge it.

Payment Link

For guests who want to pay on their own phone. The Payment Link dialog creates the link for the outstanding balance (tip included) and shows it as a QR code — "Guest scans to open the payment page — no app needed." — plus a Copy button for the raw URL.

Payment Link — the guest scans the QR (or you copy them the URL) and pays on their own device.

• Retail checks may ask for contact info first — "This purchase needs guest contact info before a payment link can be created." Fill in the missing phone/email and tap Create Payment Link.
• "The check stays open until the guest pays — you can close this and keep working." When the payment lands, the dialog flips to Payment received and the confirmation screen follows.

Create Order

Converts the check into an order to settle later — an invoice, in effect (club pickups, "put it on my account" arrangements). Avero submits the check; if more than one guest profile matches, a Match Guest Profile dialog asks you to pick — "More than one guest profile matches this check. Select the matching guest below — the order can't be created until a guest is chosen." On success you'll see "Order created" and the register clears for the next sale. The order is then paid later like any other order (card on file, payment link, or at the register).

The alcohol age gate

If the cart contains alcohol and the buyer isn't verified, the payment tiles are disabled and an amber warning explains why:

• No customer attached — "Customer & age verification required for alcohol purchase. A verified customer must be assigned before payment." with two buttons: Assign Customer and Manager Override.
• Customer attached but not verified — "Age verification required. Complete ID verification for [the customer] or request a manager override." with View Customer and Manager Override.

Assign Customer opens the customer dialog — for alcohol, a quick draft isn't enough; the sale needs a real CRM guest whose age/ID status is eligible (see Guests & CRM).

Manager Override opens the Manager Override Required dialog (permission checks.alcohol_override): enter an Override Reason (e.g. "Verified customer ID in person") and tap Approve Override. As the dialog says, the override applies to the current check only and is cleared when the check is closed or abandoned.

The confirmation screen

Every successful payment lands on Payment Captured — "The visit for [the guest] has been successfully settled and closed. Send the guest a receipt below, or print one."

Payment Captured — the settled totals, the payment breakdown, and the Print / Email / Text receipt row.

It shows:

• A Change Due banner (cash payments with change) — hard to miss.
• Order #, Transaction ID, and Total Settled.
• The payment Method — or, for split payments, one line per leg (e.g. Gift Card ••••7810 $25.00, Card VISA ••••4242 $18.50).

Receipts

• Print — prints to this register's remembered receipt printer. The first time (or when several printers qualify), a Select Receipt Printer dialog asks you to choose; Avero remembers the choice for this device and prints straight through next time. After printing, the button becomes Reprint.
• Email / Text — sends the receipt to the contact on file. If there is none, a prompt asks for it: "No email is on file. Enter where to send the receipt." (same for phone). Enter it and Send.

New Order starts the next sale immediately; Close Session returns to the idle register.

Settling from the floor's Checks tab

The Settle Check sheet on a table's Checks tab (see Floor & seating) is this exact same checkout panel, with one extra rule: a retail check there must have a guest phone or email before card/cash/gift-card tenders unlock — "This retail check needs a phone or email before it can be settled. Use Payment Link to collect it, or add it to the customer profile." Payment Link stays available because its dialog collects the missing contact info itself.

Reference

Situation	Do this
Straightforward card payment	Card Reader → pick reader → guest taps.
Guest wants to pay on their phone	Payment Link → QR / Copy. Check stays open until paid.
Gift card covers part of it	Gift Card first, then any other tile for Remaining Due.
Cash with change	Cash → quick amount or Exact → Complete Payment → change banner.
Two people, two cards	Partial via Cash/Gift Card, or split the check first.
Member says "put it on my account"	Guest Account (needs attached customer + card on file) or Create Order.
Alcohol, guest not verified	Assign Customer or Manager Override — tiles unlock after.

Troubleshooting

• "Card captured — finalizing. Please don't leave this screen." — not an error. The charge landed and Avero is recording it; stay put.
• "Connection was lost while the payment was in progress…" — use Try Again on that screen. It checks and finishes this payment; never start a new one, or the guest may be charged twice.
• Payment tiles all disabled — look for the amber alcohol warning (verification needed) or, on a floor retail check, the missing-contact rule above.
• "No receipt printers available" — no printer at this location has receipts enabled: Settings → Printers, turn on Receipt for at least one printer.
• Gift card won't apply the full amount — a card can never over-redeem: the max is the smaller of its balance and the amount due.

Related

• Take an order (POS) — building the cart, firing, and splitting checks.
• Discounts at the register — apply codes and comps before you settle.
• Payments & refunds — Stripe accounts, payouts, refunds, and cash reconciliation.