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Transferring a Check

Overview

The Check Transfer feature lets a staff member hand off an open check to another staff member or table. This is useful when a server's shift ends with open tables, when a guest moves to a different area, or when a check was opened under the wrong staff member.

Prerequisites

  • The check being transferred must be open and not yet closed or fully paid out.
  • There must be another eligible table or staff member to receive the check.
  • You must have the appropriate staff permissions to transfer checks.

How to Transfer a Check

  1. Open the check you want to transfer.
  2. Tap the Actions or check options menu.
  3. Select Transfer Check.
  4. The Transfer to: dialog opens, showing a list of available tables and staff members.
  5. Tap the table or staff member you want to transfer the check to.
  6. Tap Submit.
  7. A confirmation message appears: Check transfer successfully created.

The check is now assigned to the selected destination. The receiving staff member will see it appear in their check list.

What Happens After a Transfer

  • The check moves to the selected table or staff member.
  • All items, modifiers, and any pending payments remain on the check.
  • The original server no longer has the check in their active session.

Canceling a Transfer

  • Tap the X (close icon) in the upper-right corner of the Transfer to: dialog to exit without making any changes.

Receiving an Incoming Check Transfer

When another staff member transfers a check to you, a Check Transfer modal appears on your POS screen automatically:

  1. The modal displays the message: "Please, confirm check transfer."
  2. Tap Confirm to accept the check and add it to your active session.
  3. Tap Decline to reject the transfer. The check remains with the original sender.
  4. Tap the X in the upper-left corner to dismiss the modal without making a decision.

Troubleshooting

The Submit button is grayed out

No destination has been selected. Tap a table or staff member from the list before tapping Submit.

The transfer list is empty

There are no eligible tables or staff members available to receive the transfer at this time. Confirm that other staff are logged in and that destination tables are active.

Transfer Check is not available in the menu

This option may be restricted by your staff permissions. Ask a manager to verify your role has the transfer permission enabled.