Transfer Items, Checks, and Payments

In this Article: 

• Check Status Overview
• Move a Check from One Table to Another
• Transfer Checks to Another Employee
• Transfer an Individual Item to Another Check
• Transfer a Payment to Another Check
• Combine Checks
• Split Checks
• Implications of Transferring Checks

Check Status Overview

Checks can be considered open, paid, or closed: 

• Open check - A check with no payments attached. It is still active with a balance due. 
• Paid check - A credit card has been swiped, but the check hasn't been closed. You can adjust the payment, like add a tip, before closing the check. 
• Closed check - A check that has been adjusted to its final amount. This is what will be charged at the end of the day. 

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Move a Check from One Table to Another

There are two ways to move a check from one table to another using Toast.

In Table Service mode, first, select the current table number, and then select the new table number where the check should be transferred.

In Quick Order mode, from the overflow menu, select Transfer to table and select the table where the check should be moved.

Once you select Move check on the pop-up to confirm that you're moving the check to the table, the check will update to the new table number.

Transfer Checks to Another Employee

A server that is moving or reassigning checks to another server must have the appropriate user permission to perform this feature. Staff who don't have permission to move checks to another server should contact the on-duty manager to obtain an override. Before transferring checks, ensure these requirements are met:

• Both the current and new servers must be clocked in
• The user performing the transfer needs permissions to edit other employees' orders and change server ownership
• Only open checks can be transferred - closed checks cannot be modified
• Transfers must be completed using the Toast POS interface

Once you have the necessary permissions, you can quickly move checks to another server through the order screen. To do so:

1. Access the open check from Table Service or Quick Order mode from your Toast POS. 
2. Navigate to the overflow menu at the top-right of the check, and select the option to change server (in this example, you'd select Lauren E (Change)). 
3. Select the server that you want to assign the check to. Only currently clocked-in employees will be accessible. 
4. To commit the changes, select Send or Hold, depending on whether or not there are items you haven't yet sent.
   
   

Transfer an Individual Item to a Different Check

Individual items on a check can be transferred to another check. This is useful when an item is accidentally added to the wrong check and needs to be moved to the correct one.
 

1. To transfer an item, you must know the check number of the check that is receiving the item. This can be found by opening All Checks.
   
   
   
   
2. To transfer an item, select the item on the check and select Split from the check overflow menu.
   
   
   
   
3. Select Look up check, and enter the check number that the item will be transferred to. The check you entered will appear next to the original check.
   
   
   
   
4. In this example, the Queso Fundido will be moved from check #2 to check #1.
   
   
   
   
5. Select the individual item that needs to be transferred, then select Add to the check number. This moves the item onto the other check.
6. Select Done to complete the transfer. 

The individual item you've transferred will appear on the new check.

Transfer a Payment to Another Check

Find previous checks and payments.
 

You can move a payment to another check for any instances where you've applied the payment to the wrong check or need to accommodate customer payment changes to multiple checks. 
 

Correct a payment made on the wrong check.

To transfer a payment to another check:

1. First, locate the check that contains the payment from the Payment Terminal.
2. Select the Pay ($) button to view the check's payment.
   
   
   
   
3. Highlight the payment you want to move by selecting it. Select the Adjust button at the bottom right corner of the check.
   
   
   
   
4. A prompt will appear with different options. Select Move Payment to a Different Check, and then enter the check number where the payment should be moved.
   
   
   
   
5. You'll receive a confirmation prompt and then can either stay on the current check or move to the check where the payment has been transferred.
   
   

Combine Checks

Combining or merging checks with Toast is quick and easy! Follow the steps below to combine open checks:

1. Open the Payment Terminal from the Toast app main menu. 
2. Select the overflow (three dots) menu in the top-right corner of your POS screen and select Combine checks.
   
   
   
   
3. Select the checks you want to combine. The first check you select is the destination check. The second check will be merged with the destination check.
4. Confirm by selecting the blue Combine checks button in the top right corner of your screen.
   
   

Your checks will show as successfully combined!

Note: If checks are Open, but have pre-authorized cards attached, you will need to run a new payment method after combining the checks, as the pre-authorized cards only apply to the original checks authorized. 

Split Checks

For instructions on how to split checks (or un-combine checks that you combined), check out this Support Center article: .

Implications of Transferring Checks

Important considerations when transferring checks:

• Transfers count towards the current business day's end-of-day reports
• Revenue and tips associated with the transferred check will be attributed to the server who finalized it
• Transfers do not retroactively change previously finalized reports
• Credit card payments that have been captured can not be transferred. 

The check will now be attached to the new server, and managers can view or access the check through the payment terminal. Keep in mind that if this was a closed check and the guest paid in cash, that cash should also be transferred to the new server, or shift review data may be inconsistent