Foundational Payments
The Foundational Payments Certification is intended for Toasters who want to validate their understanding of Toast's payment workflows on the Point of Sale (POS) device. This certification is ideal for those responsible for processing payments and troubleshooting payment errors.
Skills / Knowledge
- foundational
- Certification
- payments
- payment processing
- troubleshooting payments errors
- voids and refunds
- Process cash, credit card, and gift card transactions
- Understand other payment options, including house accounts
- Utilize non payment functions (no sale, print receipts, etc.)
- Articulate the pre-authorization workflow to the customer
- Edit Orders, Checks, and Payments
- Understand chargebacks and customer options to fight them
- Create and articulate discounts
- Configure Service Charges
- Utilize reports to troubleshoot payment issues
- Articulate Offline Mode functionality and how to utilize devices without internet connectivity
- Utilize best practices when submitting requests for credit and credit memos
- Understand the do's and dont's of tax rates
- Articulate information within Deposit Totals Overview report
- Articulate information within Settled Deposit Breakdown report
- Understand Future Orders and Reporting
- Articulate to cutomers their CC Processing Fees