How to open, manage and merge tabs in POS
Last updated: October 15, 2026
A tab keeps a running bill for a customer or group. You can add orders to it throughout their visit and take payment once, when they’re ready to leave. This guide covers how to open a tab, add orders to it, settle it and combine tabs.
Open a new tab
You can open a tab before you take an order, or at checkout.
From the Tabs screen
In the POS, select Tabs in the left sidebar.
Select Add New Tab.
Enter the tab details and select Save. Name & Limit are required.
You can change the limit later if needed. Open the tab and select Edit on the tab details.
At checkout
Add products to the order and select Checkout.
On the Choose payment screen, select Add to Tab.
Select Add New Tab.
Enter the tab details and select Save. The order is added to the new tab.
Add an order to an existing tab
Add products to the order and select Checkout.
On the Choose payment screen, select Add to Tab.
Select the customer’s tab from the list.
You can also open the tab and select Add to tab. This takes you back to the POS categories so you can build the next order for the tab.
View and edit a tab
Select Tabs in the left sidebar.
Select a tab to open it.
On the tab screen you can do the following:
Action | What it does |
|---|---|
Receipt | Prints the receipt for an order |
PDF View | Shows the receipt on screen |
Edit | Updates the customer details, tab details or note |
Add to tab | Takes you back to the POS categories to add another order |
Checkout | Takes payment to settle the tab |
Settle (close) a tab
Open the tab and select Checkout.
Choose a payment method and complete the payment. You can split the payment if needed - this can be to pay a portion of the tab or use multiple payment methods.
Once payment is complete, the tab is closed and removed from the Tabs list.
You can’t apply discounts when settling a tab. Apply any discounts to each order before you add it to the tab.
Merge tabs
Merge tabs when two or more groups want to pay together or you have accidentally created duplicate tabs.
On the Tabs screen, select Merge Tabs.
Select each tab you want to merge. A selected tab is highlighted and shows a tick in the corner. Select the tab you want to keep first. The merged tab uses the first tab’s name and customer details.
Select the yellow Merge Tabs button to combine them.
Important: A merge can’t be undone. Check that you’ve selected the right tabs before you select Merge Tabs.
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