Toast Payment Statuses

Toast Check Statuses

The order workflow/stages/statuses in Toast (as seen in the “previous checks” or “payment terminal” section) are:

Open

  • The Toast status will only show as "Open" when the balance of a check is anything except $0.00. This also includes the rare situation of when there is an overpayment (negative balance).
  • The status is not impacted by tip amount unless a tip is adjusted to a lesser amount after payment is confirmed, resulting in an overpayment.

Paid

  • The check will shift over to "Paid" status when a check reaches $0.00 balance for a CC payment, when NOT using digital receipts (before tip is adjusted, confirmed, and closed) – meaning the server/cashier swipes or manually enters the card on the terminal and produces a paper + pen for the guest to leave tip and sign.
  • Servers/cashiers/bartenders who still use paper + pen for collecting tip and signature may choose to “adjust tip and close the check” immediately as soon as the signed receipt is available to them or sometimes they may wait until the end of the shift to go through all their receipts to update all the tip amounts in the POS to match the stack or receipts as part of their checkout. Until this is done, this “Paid” section serves as a queue for paper receipts that still need to be finalized by the server/bartender/cashier.

Closed

  • Paying out the entire amount of an Open check to Cash will automatically move the check straight to “Closed.” It will never live in the “Paid” section/stage.
  • Using Toast digital receipts will move Open checks directly to Closed checks, just like when closing to Cash. This happens with Toast handhelds for FSR and Guest Facing Displays for QSR where there is no information from pen + paper receipts that need to be entered into the POS. Everything has been collected at the moment of the transaction to satisfy moving the order straight to the Closed section immediately.

Tables and Statuses Using Bbot With Toast

A physical table on a floor plan (Service Area) in Toast will only be populated with a Check object when the check is "Open" (not equal to $0.00).
Bbot injects orders to Toast as already being 100% paid for  and "Closed." This makes it impossible for Bbot orders to populate tables on the floor plan of the POS without manually pulling checks out of the "Closed" state and changing their balance due to something other than $0.00.
Even if a Bbot injected order is manually "unclosed", it will still show up in the “Paid” section since it still has a $0.00 balance. This is to accommodate the scenario where a server using paper + pen for collecting tips/signatures can reconcile/close out all their orders at the end of their shift while still being able to start new tables for new guests, even though previous checks have not yet been closed out during the middle of service.