Eats365 POS

1. Log in the Eats365 POS. 
2. At the top left, tap Settings .
3. Under Staff, tap Users and Permissions. 
4. Tap Role Permission. 
5. Select the role that you want to grant access to set up add image surcharge.
6. Under Settings Permission, enable Surcharge .
7. Tap Update to confirm.

Merchant Portal (Classic Theme)

1. Log in to the Merchant Portal.
2. On the left panel, click on Staff. Then, select POS Roles.
3. Next to the role that you want to grant access to set up the surcharge, click on Edit .
4. Under Setting Permission, enable Surcharge .
5. Click on Save to confirm.

Merchant Portal 2.0

1. Log in to the Merchant Portal.
2. On the left panel, click on Staff. Then, select POS Roles.
3. Next to the role that you want to grant access to set up the surcharge, click on Edit .
4. Under Setting Permission, enable Surcharge . 
5. Click on Save to confirm.

Eats365 POS

1. Log in to the Eats365 POS.
2. At the top left, tap Settings .
3. Under Settings, tap Surcharge.
4. Tap Add Order Surcharge.
5. To enable surcharge, toggle on Active  .
6. To automatically apply the surcharge to the order total, turn on Auto Apply
   Note: If Auto Apply is disabled, you’ll need to manually apply surcharge to the order. Enable role permission for Enable/Disable Order Surcharge At Checkout  to allow manual application of surcharge to order.
7. Add the surcharge name. 
   Note: To add a surcharge name in another language, tap Change Language. Then, select the language.
8. Choose if you want to calculate the surcharge rate by percentage or apply a fixed surcharge amount.
   • by Percentage - The total surcharge rate will be calculated by percentage.
   • by Amount - A fixed surcharge rate will be added to the total order.
9. Enter the surcharge rate.
10. If you want to multiply the surcharge amount by party size, turn on Charge per Party Size .
    Note: This setting is only available if the surcharge rate is set by amount.
11. Select the Tax Group that you want to add to the surcharge, if applicable.
12. (Taiwan restaurants only) Select the Tax Type that you want to apply to the surcharge. 
    Tip: To learn more about Taiwan Tax Invoice, refer to Manage Tax Invoice preferences (Taiwan).
13. Select the Calculation Method. 
    Note: This setting is only available if surcharge is calculated by percentage.
    • Select Calculate before discount if you want the surcharge to be calculated before applying any discount to the total bill.
    • Select Calculate after discount if you want the surcharge to be calculated after all discounts have been applied to the total bill.
14. Set the date and time when the surcharge becomes available.
15. Select which Dining Types you want the surcharge to apply.
16. Select the Modules where the surcharge is applicable.
17. If you want the surcharge to apply only when there is a large party size, turn on Apply based on Party Size . Then, select the minimum and maximum party size range. For example, if you set the minimum party size range to “3”, the surcharge only applies to orders with a party size of three and above.
18. At the top right, tap Save to confirm.

Once the order surcharge has been set up and activated, it will automatically be applied to the order’s total if the set conditions have been met. If Auto Apply is disabled, you must enable role permission for Enable/Disable Order Surcharge At Checkout  to allow manual application of surcharge to an order.

Merchant Portal 2.0

1. Log in to the Merchant Portal. 
2. On the left panel, click on Restaurant Settings. Then, click on Surcharge.
3. Click on +Add Order Surcharge.
4. To enable surcharge, toggle on Active .
5. To automatically apply a surcharge to the order total, turn on Auto Apply .
   Note: If Auto Apply is disabled, you’ll need to manually apply surcharge to the order. Enable role permission for Enable/Disable Order Surcharge At Checkout to allow manual application of surcharge to order.
6. Add the surcharge name per language. 
   Note: To add a surcharge name in another language, click on Add Language. Then, select the language.
7. Choose if you want to calculate the surcharge rate by percentage or apply a fixed surcharge amount.
   • by Percentage - The total surcharge rate will be calculated by percentage.
   • by Amount - A fixed surcharge rate will be added to the total order.
8. Enter the surcharge rate.
9. If you want to multiply the surcharge amount by party size, turn on Charge per Party Size .
   Note: This setting is only available if the surcharge rate is set by amount.
10. Select the Tax Group that you want to add to the surcharge, if applicable.
11. (Taiwan restaurants only) Select the Tax Type that you want to apply to the surcharge. 
    Tip: To learn more about Taiwan Tax Invoice, refer to Manage Tax Invoice preferences (Taiwan).
12. Select the Calculation Method. 
    Note: This setting is only available if the surchargeis calculated by percentage.
    • Select Calculate before discount if you want the surcharge to be calculated before applying any discount to the total bill.
    • Select Calculate after discount if you want the surcharge to be calculated after all discounts have been applied to the total bill.
13. Set the date and time when the surcharge becomes available.
14. Select which Dining Types you want the surcharge to apply.
15. Select the ordering sources where the surcharge is applicable.
16. If you want the surcharge to apply only when there is a large party size, turn on Apply based on Party Size . Then, select the minimum and maximum party size range. For example, if you set the minimum party size range to “3”, the surcharge only applies to orders with a party size of three and above.
17. At the top right, click on Save to confirm.

Once the order surcharge has been set up and activated, it will automatically be applied to the order’s total if the set conditions have been met. If Auto Apply is disabled, you must enable role permission for Enable/Disable Order Surcharge At Checkout to allow manual application of surcharge to an order. 

Eats365 POS

1. Log in to the Eats365 POS.
2. At the top left, tap Settings .
3. Under Settings, tap Surcharge.
4. Tap Add Payment Surcharge.
5. To enable surcharge, toggle on Active .
6. Add the surcharge name. 
   Note: To add a surcharge name in another language, tap Change Language. Then, select the language.
7. Enter the surcharge rate.
   Note: The payment surcharge is calculated by percentage.
8. Set the date and time when the surcharge becomes available.
9. Select which payment methods you want the surcharge to apply. You can choose to apply the surcharge to all payments, or select the applicable payment methods where the surcharge applies.
10. Select which Dining Types you want the surcharge to apply.
11. Select the Modules where the surcharge is applicable.
12. If you want the surcharge to apply only when there is a large party size, turn on Apply based on Party Size . Then, select the minimum and maximum party size range. For example, if you set the minimum party size range to “3”, the surcharge only applies to orders with a party size of three and above.
13. At the top right, tap Save to confirm. 

Once payment surcharge has been set up and activated, it will automatically be applied to the total payment upon selection of the applicable payment method.

Merchant Portal 2.0

1. Log in to the Merchant Portal. 
2. On the left panel, click on Restaurant Settings. Then, click on Surcharge.
3. Click on +Add Payment Surcharge.
4. To enable surcharge, toggle on Active .
5. Add the surcharge name per language. 
   Note: To add a surcharge name in another language, click on Add Language. Then, select the language.
6. Enter the surcharge rate. 
   Note: The payment surcharge is calculated by percentage.
7. Set the date and time when the surcharge becomes available.
8. Select which payment methods you want the surcharge to apply. You can choose to apply the surcharge to all payments, or select the applicable payment methods where the surcharge applies.
9. Select which Dining Types you want the surcharge to apply.
10. Select the Modules where the surcharge is applicable.
11. If you want the surcharge to apply only when there is a large party size, turn on Apply based on Party Size . Then, select the minimum and maximum party size range. For example, if you set the minimum party size range to “3”, the surcharge only applies to orders with a party size of three and above.
12. At the top right, click on Save to confirm.

Once payment surcharge has been set up and activated, it will automatically be applied to the total payment upon selection of the applicable payment method. 

Eats365 POS

1. Log in to the Eats365 POS.
2. At the top left, tap Settings .
3. Under Settings, tap Surcharge.
4. Select the surcharge type with the existing surcharge that you want to update.
5. Next to the surcharge that you want to update, tap the three-dot menuand select Edit .
6. Update the existing surcharge.
7. Tap Save to confirm your changes.

Merchant Portal 2.0

1. Log in to the Merchant Portal.
2. On the left panel, click on Restaurant Settings. Then, click on Surcharge.
3. Next to the surcharge that you want to update, click on Edit .
4. Update the existing surcharge.
5. Click on Save to confirm your changes.

Eats365 POS

1. Log in to the Eats365 POS.
2. At the top left, tap Settings .
3. Under Settings, tap Surcharge.
4. Select the surcharge type with the existing surcharge that you want to delete.
5. Next to the surcharge that you want to delete, tap the three-dot menuand select Remove . A prompt appears if you want to remove surcharge.
6. Tap Delete to confirm.

Merchant Portal 2.0

1. Log in to the Merchant Portal. 
2. On the left panel, click on Restaurant Settings. Then, click on Surcharge.
3. Next to the surcharge that you want to delete, click on Delete . A prompt appears if you want to remove surcharge.
4. Click on Confirm.

Eats365 POS

1. Log in to the Eats365 POS.
2. At the top left, tap Settings .
3. Under Settings, tap Surcharge.
4. Select the surcharge type with the existing surcharge that you want to copy.
5. Next to the surcharge that you want to copy, tap the three-dot menuand select Copy to a new Surcharge.
6. Make changes to the newly created surcharge.
7. At the top right, tap Save to confirm.

Merchant Portal 2.0

1. Log in to the Merchant Portal. 
2. On the left panel, click on Restaurant Settings. Then, click on Surcharge.
3. Select the surcharge type with the existing surcharge that you want to copy.
4. Next to the surcharge that you want to copy, click on Copy.
5. Make changes to the newly created surcharge.
6. At the top right, click on Save to confirm.