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: For restaurant partners using Scan to Pay this payment type will need to be set with the Lunchbox 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 Payment
WARNING! 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 Online Gift Cards
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: You must set up these payment options at each of your location if you are not using Toast Master Location Management (MLM) each of these 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
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.