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Getting Started

7
  • Dark Mode and Themes
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Daily Operations

16
  • Tabs and Placing Items on an Account
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  • Cash Rounding
  • Setting Up a New Employee
  • Cash Drops and Safe Management
  • Working with Gift Cards
  • Applying Discounts and Coupons
  • Clocking In and Out
  • Handling Shift Changes
  • Giving a Refund
  • Taking Payment
  • Closing Out at the End of the Day
  • Opening Up for the Day

Working with Customers

5
  • TORO Cigar Finder
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Managing Your Inventory

9
  • Item Pricing History
  • When a Manufacturer Changes Packaging
  • How TORO Manages Your Inventory
  • Setting Up Product Types
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  • Receiving Inventory
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Understanding Your Numbers

7
  • The Advanced Reporting Module
  • Customer Insights
  • Understanding Your Profit Margins
  • Spotting Problems Early
  • Reports That Actually Matter
  • Your Sales Dashboard
  • Understanding Your Daily Report

Growing Your Business

3
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Troubleshooting

2
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Taking Payment

4 min read

Every transaction ends the same way: the customer pays, and you close it out. TORO handles cash, cards, gift cards, tabs, comps, and just about anything else — all from the same Add Payment button. Here’s how each one works.

Cash #

Tap Add Payment and select Cash. Type in the amount the customer hands you — if they give you a $20 on a $14.73 sale, enter 20. TORO calculates the change instantly, and the drawer pops open. The transaction records the exact sale amount, not what the customer handed over.

Quick tip: if the customer gives you exact change, you can just tap OK without entering an amount. TORO assumes exact payment.

Credit or Debit Card (Customer Present) #

Tap Add Payment and select Credit/Debit Card. TORO automatically applies the full remaining balance to the card — you don’t need to type in the amount unless you’re splitting payment.

The customer inserts, taps, or swipes on your card terminal. Wait for processor approval (usually a few seconds), and you’re done. TORO records the last 4 digits of the card, the authorization code, and a reference number for your records.

Card Not Present (Phone or Online Orders) #

For phone orders or any situation where the physical card isn’t in front of you, select Credit/Debit CNP (Card Not Present). Process the card on your phone terminal or separate device, then enter the last 4 digits of the card into TORO.

This gets recorded as a card-not-present transaction, which matters for your processing records and chargeback tracking.

Card on File #

If a customer has a card saved with your payment processor, select Card on File. The customer must already be attached to the transaction for this to work — TORO needs to know whose cards to pull up.

TORO retrieves their saved cards directly from the processor and filters out anything expired. If they have multiple cards on file, you’ll pick which one to charge.

Gift Card #

Select Gift Card and swipe the card. TORO checks the balance immediately. If the gift card covers the full amount, you’re done. If the balance falls short, TORO applies whatever’s available and updates the amount due — you’ll just add another payment method for the remainder.

Account Hold (Tab) #

Want to put it on the customer’s tab? Select Account Hold. The customer must be attached to the transaction, and the hold must be for the full amount — TORO doesn’t allow partial account holds.

This is great for lounge regulars who settle up at the end of the week or month. The charge shows up on their account balance until they pay it off.

Employee Comp #

Select Employee Comp when an employee is using their comp benefit. TORO will ask for a reason (required), and the comp counts against that employee’s daily allowance limit. Sales tax is automatically removed from comped items.

Store Comp #

Store Comp works similarly but without a dollar limit — it’s for when the store is covering the cost (a customer complaint, a promotion, a VIP perk). A reason is still required, and sales tax is removed.

Other Payment Methods (Zelle, Check, PayPal, Venmo, Cash App) #

Select Other Payment, then pick the type from the dropdown: Zelle, Check, PayPal, Venmo, Cash App, or other. Enter a reference number and any notes you want attached. This keeps your books accurate even when payment happens outside your card terminal.

Splitting Payment Across Methods #

Customers sometimes want to split — $20 cash and the rest on a card, or part gift card and part credit. TORO makes this straightforward.

  1. Tap Add Payment, pick the first method, and enter the partial amount
  2. Tap OK — the amount due updates to show what’s left
  3. Tap Add Payment again, pick the next method
  4. Repeat until the amount due hits $0.00

You can split across as many methods as you need. Two, three, four — TORO doesn’t care. It just needs the total covered.

Tips #

If your store has tips enabled, customers can add a tip during credit card processing. The tip amount gets recorded with the transaction and shows up in your tip reports.

Related Articles #

  • Running Your First Sale
  • Working with Gift Cards
  • Giving a Refund
Updated on February 14, 2026

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Table of Contents
  • Cash
  • Credit or Debit Card (Customer Present)
  • Card Not Present (Phone or Online Orders)
  • Card on File
  • Gift Card
  • Account Hold (Tab)
  • Employee Comp
  • Store Comp
  • Other Payment Methods (Zelle, Check, PayPal, Venmo, Cash App)
  • Splitting Payment Across Methods
  • Tips
  • Related Articles

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