Prepare payment and financial reporting workflows
For the authorised manager and accounting reviewer. Confirm the business,
location, provider account and environment before configuration or testing.
| Task | Guide | Verify |
|---|
| Connect and select providers | Payment setup | Intended business account, local assignment and supported capabilities |
| Offer payment methods | Payment methods | Staff-only/archive state and actual checkout |
| Set service/tip presentation | Location General | Agreed policy and displayed totals |
| Configure taxes | Tax controls | Price treatment, scope and authorised tax review |
| Collect booking requirements | Booking payments | Hold versus capture, acceptance, refund/fee and guest terms |
| Read trading and cash | Daily reports | Billed, taken, cash, held values and estimate labels |
| Review TablePort subscription | Billing | Subscription, usage, invoice adjustments, amount due and payment state |
Use an agreed provider test environment and owned test records. Do not use real
guest charges, refunds or unannounced service tickets merely to test
configuration. A provider connection, method switch, printed receipt, and bank
settlement are separate outcomes to verify.
At service, inspect the existing transaction after uncertainty before another
charge/refund. At billing review, inspect an existing invoice/payment in
progress before paying again. Use Payment recovery;
do not void legitimate orders or invent cash/credits to make balances look
correct.
Keep legal-entity, tax, payment-provider and billing authority specific to the
restaurant business and applicable agreement. No shared credential, company
ownership or software default establishes another company's approval.