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Overview
Cash Outs
Overview
When is a Cash Out needed?
Types of Cash Outs
Cash Out status
What's included in a Cash Out
Sales & guest metrics
Adjustments
Payments
Tips
Cash drawer activity (from POS)
Key bottom-line figures
Employee Cash Owed — how it's calculated
Optional sections
How to create and run a Cash Out (POS)
For the employee (regular Cash Out)
For a manager (another employee's Cash Out)
Order Mode Cash Out
Approval, permissions, and printing
Restaurant settings that change behavior
Relationship to Cash Management (Reconciliation)
Troubleshooting common issues
"Selected user was not clocked-in"
"You have unapproved cashout"
Cash Out shows $0 or no checks
Employee Cash Owed looks wrong
Cannot approve — PIN required
"Tips Declared cannot be less than CC Tips"
Open checks blocking end of day
Checks missing from reconciliation / "uncashouted checks"
Cash Out stuck in Started with wrong totals
Order Mode Cash Out — staff not listed
Auto clock-out approved Cash Out unexpectedly
Receipt did not print
Active check transfer when starting Cash Out
End-of-shift checklist (for staff)
End-of-day checklist (for managers)
Glossary
Chowly Integration Guide
Prerequisites
Enabling the Integration (Admin/Setup)
1. Enable Chowly for the Restaurant
2. Set the API Key per Revenue Center
Menu Sync
How It Works
What Gets Included in the Menu
Menu Section Availability
Triggering a Menu Sync
Viewing Sync History
Incoming Orders
How an Incoming Order Is Processed
Order Source Tagging
Delivery Orders
Removing the API Key
Troubleshooting
Menu Management & Menu Item Creation
Overview
How the menu is organized
Menu item types
What is included in a menu item
Names (where the item appears)
Placement and visibility
Sell units (pricing)
Taxes and reporting
Modifiers
Kitchen and operations
Appearance on POS
Availability schedules
Creating a menu item (step by step)
Before you start
1. Create or select a menu section
2. Create the menu item
3. Add sell units
4. Attach modifiers (optional)
5. Configure kitchen and printing
6. Set availability (optional)
7. Save and verify on POS
Menu categories and sections
Category settings
Batch updates by section
Modifiers and modifier groups
Modifier group
Modifier
Open items
Bundles
Corporate menu management
How the menu reaches the POS
Permissions
Related features
Troubleshooting common menu issues
New item does not appear on POS
Wrong price on check
Item shows "sold out" or limited quantity
Modifiers missing on POS
Kitchen ticket goes to wrong printer
Tax wrong or missing
Cannot create menu item at restaurant level
Category visible but empty
Menu setup checklist (new item)
New location / new revenue center checklist
Glossary
Order Modes
Overview
Prerequisites
How Order Modes Work
Managing Order Modes in Back Office
Navigating to Order Modes
Creating a New Order Mode
Editing an Order Mode
Activating and Deactivating an Order Mode
Deleting an Order Mode
Linking and Unlinking on the POS
How to Link to an Order Mode
How to Unlink from an Order Mode
Selecting an Order Mode at POS Login
Troubleshooting
"Can't delete protected Order Mode"
"Must Unlink Order Mode in POS to Delete"
"Can't delete Order Mode with un-cashouted checks"
"This Name has already been taken"
An Order Mode is not appearing on the POS
A staff member is linked to the wrong Order Mode
Related Guides
POS Payment Processing
Overview
Prerequisites
Taking a Payment
Step 1 — Open the payment screen
Step 2 — Select a payment method
Step 3 — Enter tips (if applicable)
Step 4 — Complete the payment
Splitting a Payment
Adjusting a Payment (Editing Tips)
Voiding a Payment
Refunding a Payment
Deleting a Cash or Manual Payment
Setting Up a Payment Device
Part 1 — Register the device in back office
Part 2 — Verify connectivity (CardConnect only)
Part 3 — Assign the device to a POS tablet
Troubleshooting
The Card button is missing from the POS payment screen
The payment device shows "not set" or "wrong payment device"
Card payment is stuck on "processing"
"You can refund only card or ACH payments"
"Payment can't be refunded"
Tips adjustment is not saving
Related Guides
Payment Devices
Overview
Payment devices vs. mobile devices
Supported payment processors
What is included in a payment device record
Identity and status
Where it can be used
Connection type (settings)
Tips on terminal
Linking payment devices to POS and kiosk
Default payment device (mobile device)
Checkout type (mobile device)
At payment time
Creating a payment device (step by step)
Before you start
1. Add the device in back office
2. Test connectivity (CardConnect / Bolt)
3. Link to each POS iPad
4. Verify on the floor
Mobile device licenses (context)
Card payments, batches, and settlement
Card payments on checks
Batch settlement (Paynt)
Delayed capture
Gift cards and loyalty on readers
Relationship to other features
Troubleshooting common payment device issues
“Payment device is not set” / “Wrong payment device”
“Payment device unable to connect” / “Can’t connect to the device”
“Need to choose payment device” / “Need to select payment device”
Tips did not appear on payment
Card works on one iPad but not another
Device not listed on kiosk
Payments succeed but wrong revenue center / merchant
Deactivated payment device still showing on POS
Setup checklist (new terminal)
Daily operations checklist
Glossary
Payment Provider Setup
Overview
Prerequisites
Navigating to Payment Settings
Adding a Payment Method
Payment Method Settings
Cash Payments
Credit Card Processing — Card Connect
Credit Card Processing — NMI
Gift Cards
Manual Payment Method
Loyalty Cards
House Charge
Removing a Payment Method
Card Payments Section
Credit Card Authorization Rate
Cash Discounts Disclaimer Message
Service Fee
Troubleshooting
A payment button is not appearing on the POS
Card payments are being declined immediately after setup
The service fee is not showing up / appearing unexpectedly
Printing
Overview
How printing works (at a glance)
Print job lifecycle
What can be printed
Checks and kitchen
Payments
Staff and operations
Gift cards and loyalty
Reports
Printers and routing
Printer setup
Printer groups
Label printers
Print server
What is the print server?
Default printer hierarchy
Receipt appearance (headers and footers)
Kitchen Display System (KDS) and printing
Automatic vs manual printing
Automatic (typical triggers)
Manual (staff-initiated)
Retries and rerouting
Payment method printing options
What's on common receipts (summary)
Guest check
Kitchen check
Employee cash out
Restaurant closeout report
Card payment slip
Relationship to other features
Troubleshooting common printing issues
Nothing prints at all
Kitchen tickets don't print but KDS shows orders
Guest check or payment won't print
Prints to wrong printer
Duplicate kitchen tickets
Print failed / stuck jobs
Cash Out receipt did not print
Closeout report shows wrong date
Card slips missing tips line
Setup checklist (for managers / implementers)
End-of-shift checklist (printing)
Glossary
Point of Sale
Kitchen Display System
Merchant Admin
Overview
Guides that apply across Katalyst — payments, printing, menus and integrations.
Cash Outs
Chowly Integration Guide
Menu Management & Menu Item Creation
Order Modes
POS Payment Processing
Payment Devices
Payment Provider Setup
Printing
