Can I include auto-gratuities from Toast in my 7shifts net sales calculations?
By adjusting how Toast categorizes service charges, you can ensure auto-gratuities are included in your 7shifts Net Sales reporting.
Question
Can I include auto-gratuities from Toast in my 7shifts net sales calculations?
Answer
Yes. While 7shifts usually excludes gratuities from net sales, you can include them by adjusting the service charge settings in Toast so they are categorized as revenue.
Why This Happens
By default, 7shifts excludes any service charge labeled as a "gratuity" from net totals. In Toast, auto-gratuities are often categorized as gratuities, which means they are treated as staff tips rather than business revenue. To track these funds as revenue in 7shifts, the identification of the charge must be changed within the Toast POS.
What To Do
Note: Once these steps are finished, Toast will send auto-gratuities to 7shifts as part of your net sales moving forward. This change is not retroactive.
- In Toast Web, navigate to Payments > Checks & receipts setup > Service charges.
- Select the specific Auto-Grat charge.
- Locate the Assign to check owner (Gratuity?) setting.
- Select No if you want Toast to treat the charge as revenue. This allows the funds to show in Net Sales once you enable the Include service charges toggle in 7shifts.
- Select Yes if the charge should be treated as a staff tip. This will exclude the funds from Net Sales in 7shifts.
Important: If you change the setting to No, the auto-gratuity will no longer be pulled into 7shifts as a gratuity. You will not be able to use these funds for Tip Assignment or Tip Pooling within 7shifts.
Important: We recommend reaching out to Toast Support to ensure these changes align with your POS reporting goals without disrupting your existing data.