After opening a bar tab, you can view and edit it, transfer the tab to a table, rename it, and close it out for payment directly from the Lightspeed Restaurant POS app. 

Viewing and editing open bar tabs

Visit the Order management screen in the Restaurant POS app to view all open bar tabs, search for a specific tab, and modify open tabs.

1. In the Restaurant POS app, tap Orders to open the Order management screen.
   Accessing this screen requires an open sales period and user shift.
2. Select Bar tabs to view all open bar tabs.
3. (Optional) Enter the name of a cardholder or bar tab in the search field to locate a specific tab.
4. (Optional) Tap a bar tab to open it on the Register screen and make changes, such as adding items or discounts.
   To learn more about modifying orders, see Editing and reviewing orders.

   

Transferring bar tabs to tables

When seating a customer with an existing open bar tab, transfer the tab to their table to mark the table as occupied. Once transferred, manage the tab directly from the Tables screen.

1. In the Restaurant POS app, tap Orders to open the Order management screen.
   Accessing this screen requires an open sales period and user shift.
2. Tap an open bar tab to view it on the Register screen.
3. Tap Actions, then select Transfer to another table.
4. Enter a table number and tap Transfer, or tap Browse tables and select an open table.
   

   

Renaming bar tabs

Modify the name of a bar tab from the Register screen to change it. When initially opened, bar tabs receive either the cardholder's name (if a credit or debit card was pre-authorized) or the name entered by the user opening the tab (if pre-authorization was skipped).

1. In the Restaurant POS app, tap Orders to open the Order management screen.
   Accessing this screen requires an open sales period and user shift.
2. Tap an open bar tab to view it on the Register screen.
3. Select Actions.
4. Tap the Tap to rename order field.
5. Enter a new name for the bar tab, then tap Close to save changes.
   

   

Closing bar tabs

Close an open bar tab to process payment for a customer’s tab when they are finished ordering. Use the customer's pre-authorization payment method or select an alternate payment method to complete the order.

1. In the Restaurant POS app, tap Orders to open the Order management screen.
   Accessing this screen requires an open sales period and user shift.
2. Tap a bar tab to open it on the Register screen.
3. Tap Pay to process payment for the order.
4. Follow the specific set of steps that reflects whether the customer wants to use their pre-authorization payment method or a different payment method to pay for the order.
   

   To pay with the pre-authorization payment method:

   1. Tap Complete payment.

      

   2. If prompted, tap Proceed to charge the order total to the pre-authorized credit or debit card.
   3. Finish processing the order as usual.

   To pay with a different payment method:

   1. Tap Remove pre-authorized amount.
      

      

   2. Tap Remove again to confirm.
   3. Tap Pay to return to the order payment screen.
      

      

   4. Select a payment method to use for the order.
   5. Finish processing the order as usual. 

What's next?

• Learn how to interact with a floor plan and tables in Understanding the Tables screen.
• Learn more about searching for orders on the POS in Understanding the Order management screen.