Authorized employees can remove sales tax or exclude service charges from orders and open tabs directly at the Point of Sale. All overrides require PIN verification and generate audit logs in the Organizer Dashboard.
Prerequisites
Software Requirements:
Tax Exemption: Requires Bartender App version 3.11.18 or higher.
Service Charge Exclusion: Requires Bartender App version 3.11.19 or higher.
Role Permissions: Employees must have the following permissions enabled under their Employee Role:
Approve tax exemption
Exclude service charge
1. Applying Tax Exemption at the POS
Tax exemption removes all sales tax calculations from the cart or tab.
In the Cart (Quick Orders):
Open the cart header Actions menu.
Select Apply tax exemption.
Enter an authorized employee PIN to confirm.
The tax line item in the cart will now display as Exempt.
Note: To restore taxes, open the cart header menu and select Remove tax exemption.
On Open Tabs:
Open the tab details page.
In the tab header Actions menu, select Apply tax exemption.
Enter an authorized employee PIN.
Important: You can add or remove a tax exemption only before any partial or full payments have been processed against the tab.
2. Excluding Service Charges at the POS
Service charge exclusion waives all configured service fees from the order total.
In the Cart (Quick Orders):
Open the cart header Actions menu.
Select Apply service charge exclusion.
Enter an authorized employee PIN to confirm.
Each service charge line item in the cart will update to Excluded.
Note: This action waives all service charges on the order simultaneously. To re-apply fees, open the cart header menu and select Remove service charge exclusion.
On Open Tabs:
Open the tab details page.
In the tab header Actions menu, select Apply service charge exclusion.
Enter an authorized employee PIN.
Important: Service charges can only be excluded or restored before any partial or full payments have been processed against the tab.
3. Dashboard Auditing & Visibility
To ensure financial compliance and prevent unauthorized overrides, all tax exemptions and fee exclusions are logged on the Dashboard.
Tax Exemption: Orders with waived tax feature a dedicated Tax Exemption section displaying the name in the Approved by field.
Service Charge Exclusion: Waived fees display as Excluded in the order's Service Charges section along with the corresponding Approved by employee name.
