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How to Create and Balance Bill Pay Cards

Follow this pictorial guide on how to create and balance Bill Pay Cards

Creating the card

With a Bill Pay card, you are opening a tab for the customer and charging them for the amount
poured after.

 

  1. Place your Admin, Manager, or Staff card on the RFID reader to log in.
  2. Under the “Customer Card operations” section, tap the "Create Bill Pay Card" button.
  3. Creating Bill Pay Cards is similar to creating Pre-Pay cards, with the exception that you don’t need to define the specific amount loaded onto the card.

 

  1. Enter the name of your customer.
  2. Select the validity period (the amount of time you want the card to remain usable).
  3. Press the right arrow button to continue.

After the validity period is up, a staff member will have the option to reactivate the patron’s card for continued usage.

 

  1. Tap on the number of patrons that will be sharing this card. 

This multiplies the responsibility limit you set under Beverage Settings by the number of patrons you choose here so choose according to your local jurisdiction and regulations.

 

  1. Place the patron’s card on the RFID reader to create the new card.

You can load one card or as many as you need with this same value if you have a large event and want to pre make these Bill pay cards.

Simply place them one after the other and wait for the green circle with a check mark in it to confirm the card is made.


Balancing the card

When you balance a card, you are erasing the name and value associated with the card in order to reuse it.

 

  1. Place your Admin, Manager, or Staff rfid card on the charger rfid reader.
  2. Tap the purple "Balance customer card" button.
  3. Place patron’s card on the RFID reader.

Note: Do not select the “Erase card” button for customer cards.

 

  1. This screen will show you a detailed view of the card’s usage.
  2. Tap “Balance and erase card” to continue.

 

  1. Your customers card has now been cleared and a receipt will print to your designated printer(if you have a printer plugged into the charger).
  2. The card is now blank and able to be used for other functions.