Setting Up the Round Up for Charity Feature in the NX Portal
The Round Up for Charity feature allows restaurants to offer guests the option to round up their check total, with the difference going to a charitable cause. Multiple options can be configured for separate tracking via reports.
1. Navigate to the Fee Configuration
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Log in to the NX Portal.
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From the left navigation menu, go to Configuration.
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Select Ordering > Fees.
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Click Add Fee or choose an existing fee to modify.
2. Enter Fee Details
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Fee Name:
Enter an internal name such as Round up for Charity.
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Display Name:
This is what appears on guest-facing receipts. Example: For Charity.
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Type:
Select Round up from the dropdown menu.
3. Configure Reporting Settings
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Sales Category:
Choose a category like Other Non-Sales Revenue.
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Tax Group:
Leave this field blank, or assign a group if local tax rules apply (typically, donations are not taxed).
4. Set the Calculation Type
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Value Type:
Select Amount to allow the system to calculate the difference to the next whole dollar.
5. Configure the Amount
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Toggle Open Value to the ON position.
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Leave the Amount, Minimum Value, and Maximum Value fields empty.
These are not needed when Open Value is enabled — the system calculates the round-up automatically.
6. Save the Configuration
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Click the Save button in the bottom-right corner to apply the settings.
7. Final Steps
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The Round Up for Charity option is now ready for use in the POS system.
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Make sure frontline staff are trained on how to activate and process this feature during checkout.