Disclaimer: This article is for Lunchbox 2.0 customers only. If your dashboard header looks the same as below, you are in the right place:
Let’s set up Lunchbox payment options in Toast. Payment Options will need to be built in Toast for each Payment Type that you wish to differentiate for online ordering for reporting purposes.
Native & Catering Payment:
Lunchbox Payments/Tender
NOTE: This payment type is used for Online Orders that are paid with a credit card and in-store scan-to-pay payments with a Credit Card or scan-to-pay payments with Gift Card. On the POS it can be found by clicking the Other button on the payment screen and then clicking Lunchbox Payments.
IMPORTANT: For restaurant partners using Scan to Pay this payment type will need to be set with the Lunchbox Loyalty V2 Tender API.All other payment types should be listed with No Tender Provided.
Restaurants that do not have Lunchbox Tender API enabled will not see a tender type field. Example Below
Scan to Pay Customers Only: Lunchbox Manual Order Closure
NOTE: This payment type will only be used for in store purposes to close the payment should it not reach a status of paid in the POS. Lunchbox Manual Payment can be hidden from POS and unhidden anytime you need to adjust a payment on a scan to pay transaction or Lunchbox Online Payment. On the POS it can be found by clicking the Other button on the payment screen and then clicking Lunchbox Manual Payment.
Lunchbox Online Gift Card Payment
NOTE: This payment type will be used for orders placed online using a gift card.
*This is NOT for scan to pay with gift card these must be closed using the Lunchbox Payment/Tender connected to the Lunchbox V2 Tender API
*This is NOT for Manually Entered Gift Card number transactions these must be closed using the Gift Card Button
*This is NOT for Physical gift card payments these must be closed using the Gift Card Button
PRO TIP! To avoid confusion this Payment Type can be set to hidden from POS. This will help avoid staff confusion over which Gift Card to use during service. This payment type will need to be unhidden from the POS to make adjustments on orders that require refunds.
Aggregation:
Doordash
Ubereats
Grubhub
EZCater
Note: These are used for orders placed through order aggregation only. You must set up these payment options at each of your location.
IMPORTANT NOTE: If you are not using Toast Master Location Management (MLM) each of the payment types will have different GUIDs and it is very important that all of these IDs are communicated to your onboarding manager.
Configuring Your Payment Options
Step 1: From the Toast Admin Dashboard homepage click on Payments > Other Payment Options to create ‘Lunchbox’ payment option.
Step 2: Click Add
Step 3: Enter the following in the Name field...
‘Lunchbox Payment’
'Lunchbox Online Gift Cards
Scan to Pay Customers Only: Lunchbox Manual Payment
Aggregation:
‘Doordash’
‘Ubereats’
‘Grubhub’
'EZCater'
Note: For MLM Locations make sure that the target and owner are configured to the parent restaurant group.
Pro Tip! To avoid confusion the Gift Card and the Lunchbox Manual Payment Payment Type can be set to hidden from POS. This will help avoid staff confusion over which Gift Card or Lunchbox Payment Type to use during service. This payment type will need to be unhidden from the POS to make adjustments on orders that require refunds. Or in the case of the manual closure button if you need to manually close a check sent through Lunchbox that is not a scan to pay order.
Note: Some restaurant partners may choose to set the require manager setting on this payment option. This is up to the preference of the restaurant partner. Typically this will be left unchecked in the event that a server needs to make an adjustment to a check in the POS. Please note any order refund or voids need to be applied both on the Lunchbox Admin Dashboard and in Toast.
Step 4: Other mandatory settings include…
Treat as Discount: set to NO
Gift Card Activation: NO
Tax Exempt: set to NO
a. Non-Scan to Pay Setting: Tips Enabled: set to Yes, show the tip dialogue and tip receipt line
b. Scan to Pay Setting: Tips Enabled: set to No
Step 5: Click Save and then the Publish Now link.
Locating Payment Options GUIDs
Your GUID can be located by clicking the blue name link of your new payment option and is visible under the Name.