Tips and employee clock-in - set up, charge, assign to the waiter and review hours

Applies to Invu POS 6.10.1, the Admin Panel and Reports 2.1. Labels are shown as they appear when the POS and the panel are in English. To create employees, their PIN and their roles, see "Users, employees and POS Roles - access, PINs and permissions". To count the register, see "Close the register and print the long report (shift close) on the POS".

Most important:

• Without the Manual Tip option, the POS does not show the Tips button.
• The tip belongs to the employee who opened the order, not the one who charges it.
• The register's expected cash does not include cash tips: set them aside before counting.
• Clock-in and clock-out must be done on the same device.

1. Set up tips (panel)

1. Go to Settings > Payment, Discount & Taxes > Tip Types and tap Create Tip Type.
2. Enter the Tip Type Description (for example, "Tip 10%") and the Value %. Leave the status Active and check Visible so it shows as a button on the POS.
   • Check Is a Service if it is a service charge rather than a voluntary tip.
   • Check Is a Donation for a fixed-amount donation (it shows in a separate Donations button).
3. Go to Settings > System > Settings, tap Enable Save Button and, in the Tips section, turn on what you need:
   • Manual Tip: shows the Tips button on the payment screen.
   • Tip in base of Total Order / Service in base of Total Order: calculates the percentage on the total with tax. When they are off, it is calculated on the subtotal after discounts, without tax.
   • Activate Tip Screen: after payment, the POS asks the customer "Would you like to leave a tip?".
   • Automatic Tip: needed for the register's automatic tip (step 4).
4. Automatic tip or service (optional):
   • By order type: in Settings > System > Order Types, Tip Types field. It takes priority over the register and applies even when Automatic Tip is off.
   • By register: in Cash Register > Cash Register List, edit the register, check Automatic tip? and choose the type in Tip value.
5. In Settings > Users and Roles > POS Roles, give the right people Add Tips to Orders, Adjust Tip After Closing Order and Allow Changing Tip Employee.
6. On each device, press and hold the Invu logo and choose Update Data.

On POS 6.10.1, the Calculate tips before discount and Allow Change Old Tips options have no effect.

2. Add a tip when charging (POS)

1. On the payment screen, tap Tips. If it asks for a PIN, use one from an employee with Add Tips to Orders.
2. Choose a tip type, or By Percentage or By Amount, and enter the value.
3. If the tip is paid with a different payment method than the bill (for example, the bill in cash and the tip by card), first tap Other Types Payment, choose the tip and then its payment method.
4. Charge as usual.

• None removes the tips. None Service removes the service charge and only shows if the employee is allowed to remove services.
• The amount is recalculated if you add or remove items afterwards.
• If the bill is paid in parts, each payment takes its share of the tip. If some tip has no payment method when the order closes, it takes the last payment's method.
• To print suggested tips on the pre-check, write <PROPINA> (on the subtotal after discounts) or <PROPINATOTAL> (on the total) in the register's Pre-account default text field. The pre-check shows one line per percentage tip type.

3. Change the tip or the waiter

• Order already paid: open the closed order > Options > Add Tip (it asks for the payment method) or Remove Tip. You need Adjust Tip After Closing Order. An invoice already issued does not change.
• Tip for another waiter: in the order, Options > Change Employee Tip and choose the employee (permission Allow Changing Tip Employee). It also works on closed orders.
• Change Waiter does not move the tip, unless Assign Employee Order (in Settings, Services section) is set to Automatic (it moves it) or Ask (it asks you). By default it is Don't Ask.
• Full credit note: the POS asks "Do you want to refund the tip?" (in Quick Service it refunds it without asking). In a partial credit note, the tip is not refunded.

4. Tips in the register close and on the invoice

• The register's expected cash does not include cash tips. If they stay in the drawer, the count shows an overage for that amount: hand them out or set them aside before counting.
• The long report shows tips by payment method if you turn on Long Report Show Tips (in Settings, Cashier Reports section).
• With a fiscal printer, the tip is only printed on the invoice with Print Tip Fiscal (Tax Bill section).

In Peru, the percentage service charge (RC) is applied automatically per item and cannot be added or removed by hand.

5. Tip reports

In the panel, Reports > Reports 2.1 > Finance:

• Tip per Employee: each employee's tip total and count; the detail shows each order.
• Tip per Order: one row per tip, with its payment method.
• Services: service charges per day.
• Tips / Services by Payment Type: by payment method, with the commission.
• Under Total Sales, By Tips Resume; under Orders Movements, Added Tips Log (who added or removed tips).

They use the order's closing date and the business day. A credit note subtracts the tip on the credit note's date.

Why the reports do not match:

• Tip per Order and Tip per Employee do not include service charges; the Z Report and By Tips Resume do.
• Gift card, deposit or credit orders count as 0 in Tip per Order and Tip per Employee.
• By Register does not subtract the tips of credit notes.
• The POS long report covers what was closed since the register's last shift close; the panel covers the date range you choose.

6. Clock in and out (POS)

1. On the main screen, tap the clock next to the Invu logo.
2. The employee enters their own PIN. They see "Employee … has started work …" or "Employee … has finished work …".
3. Clock out on the same device where you clocked in. Each device decides: if it has an open clock-in for that employee, it records the clock-out; if not, it records another clock-in.

• Clocking in does not sign you in to sell: to sell, the employee enters their PIN as usual.
• The POS has no breaks: only clock-in and clock-out.
• The POS does not check the schedule: employees can clock in at any time.
• Without internet, the punch is saved on the device and sent when the connection is back.
• With Print ticket on click in and out (in Settings), a receipt is printed.

If someone forgot to clock out: in System Reports > Close Day Report, tap Clock Out All Employees. It clocks out everyone still clocked in on that device with the current time; if the real time was different, fix it in the panel (section 7).

7. Review and fix hours (panel)

• Employees > Attendance: each employee's worked hours and alerts such as Missing clock out, Late arrival or No show. Tap the employee and use Edit punch or Add punch. You need the Editar marcaciones permission in the panel role (Settings > Users and Roles > Roles; it shows in Spanish).
• Edit the wrong punch instead of voiding it: the Reports 2.1 reports still count voided punches.
• Reports 2.1 > Finance > Employee Schedule: clock-in and clock-out per day, hours and Total (hours × the employee's salary). A clock-in without a clock-out adds 0 hours; a clock-out recorded days later adds all those hours.
• Reports 2.1 > Finance > Markings: arrival, lunch and departure per day. In this report, a shift that goes past midnight adds 0 hours.

8. Positions, schedules and MyCrew

• Employees > Employee Positions: a position is required to create an employee. Invu does not split tips by position: each tip stays with its order's employee.
• Employees > Schedules: create shifts, use Copy week and then Publish week. Published shifts let Attendance show Late arrival and No show. They are not shown on the POS and do not prevent clocking in.
• MyCrew (Beta): on the employee's record (it needs an email), MyCrew (Beta) tab > Crear usuario y unir a restaurante (shown in Spanish). In the app, the employee sees their worked shifts and their tips; they cannot clock in or out from the phone.

Common problems

• The Tips button does not show. Turn on Manual Tip and run Update Data.
• A tip type does not show. Check that it is Active, Visible and has a value above 0, and run Update Data.
• The PIN screen shakes when you tap Tips. That PIN does not have Add Tips to Orders (open order) or Adjust Tip After Closing Order (closed order).
• I cannot remove the automatic service charge. Turn on Manual Tip and use Tips > None Service with an employee allowed to remove services.
• "The tip cannot be changed because it already has payments." You changed the order type when the order already had payments.
• The tip went to another waiter. Use Options > Change Employee Tip.
• The tip was recorded as cash but was paid by card. On the closed order, Remove Tip and then Add Tip with the right payment method.
• Overage in the register close. It is the cash tips left in the drawer.
• I clocked out and it says "has started work". The clock-in was done on another device. Fix the punches in Employees > Attendance.
• Hours at 0 or too many hours. A clock-out is missing, or it was recorded days later. Fix it in Employees > Attendance.
• "There are … clock ins active with deactivate employees. Do you want to delete them?" An employee was deactivated while clocked in. Yes deletes them from that device.
• The punches do not show in the panel. The device may be offline; they are sent when it reconnects. If they still do not show, contact us with the device name and the time of the punch.