Processing Text Message Orders and Texting Receipts from Your POS

Once the uText setup process is complete, you are ready to begin receiving and processing uText orders and sending text receipts seamlessly.

In this article:

• Processing uText Orders
• Texting Receipts

Processing uText Orders

Your customers can conveniently send their orders via text message. When a text message is received, the Text icon on the POS device will show the number of new text messages. Users simply need to click on this icon to initiate the process. 

To process a text message order, follow these steps:

1. Press the Text icon to display the Text Messages screen.

A list of text messages will display.

2. If you would like a printout of the order, press the Printer icon to print the text message.

Note: At any time, you can also press the Star icon to add the customer to the Customer Loyalty Program. For more information, see Loyalty Program Settings.

If you have enabled an auto-response for the confirmation message, it will be sent to the customer and will appear on the conversation screen.

3. Select the text message from the list to display the text conversation screen.

4. If you wish, you can select a canned response by pressing the Chat icon or you can manually enter a freeform message in the text box and press Send, then press Close.

5. When you are ready to enter the order, press the Plus Sign icon to create a new ticket for the order.

6. Add items to the ticket, using the steps in Adding Products to a Ticket.

7. Press Hold button to hold the order until the customer arrives.

NOTE: If you need to edit the order, resume the held order (by selecting Resume from the Functions menu) and press the Pen icon to make changes.

8. You can send the customer a message at any time. You can inform them that the order is being made, tell them when it will be ready, or send any other message that you wish.

9. When the customer arrives, press the Text icon to display the Text Messages screen or press the Resume button to resume the held order. For more information, see Holding and Resuming a Transaction.

10. When the ticket displays, press the $ icon to process payment, using the steps in Processing a Transaction.

Texting Receipts

If you have set up your account to use the uText feature, you have the ability to text receipts to your customers.

To text a receipt to a customer, follow these steps:

1. Follow the steps in Processing a Transaction to process payment for a transaction.

The receipt will print and the Print Receipt screen displays.

2. Press Text Receipt.

3. Enter the phone number to which you would like to send a message.

4. Press Enter.

NOTE: The Text Receipt option will only appear on the Print Receipt screen if you are signed up for uText.