Setting Up a Fee in the NX Portal

The Fees feature allows restaurants to apply a fee to an order based on a percentage of the subtotal, typically used for large parties or special seating. This guide will walk you through how to configure this in the NX Portal.

1. Navigate to the Fee Configuration

• Log in to the NX Portal.

• From the left-hand navigation menu, select Configuration.

• Go to Ordering > Fees.

• Click Add Fee or select an existing service fee to edit.

2. Enter Fee Details

• Fee Name:

  This is the internal system label. For example: Service Charge.

• Display Name:

  This name appears on customer receipts. Example: Service Charge.

• Type:

  Select Seat from the dropdown.

  (This type applies the fee per seat, depending on the configuration.)

3. Configure Reporting Settings

• Sales Category:

  Choose a category such as Other Non-Sales Revenue to ensure the fee is separated from food/beverage sales.

• Tax Group:

  If applicable, select a tax group such as Sales Tax. This will apply taxes to the service charge if local regulations require it.

4. Set the Calculation Type

You can choose from two value types:

• Percent

  • Applies a percentage-based fee to the order subtotal.

  • Ideal for gratuity-style charges (e.g., 18%).

• Amount

  • Applies a fixed dollar value regardless of order total.

  • Useful for flat service or cover charges (e.g., $2 per guest or per table).

💡 The value type you select here will determine whether the next section uses a percent or dollar amount input.

5. Configure the Amount

Regardless of the value type chosen above, you can define how the amount behaves:

• Open Value Toggle:

  • ON: Allows staff to manually enter the fee amount or percentage at the time of transaction.

  • OFF: Use fixed values to predefine the charge.

• If Using Percent:

  • Enter the desired value in the Percent field (e.g., 18 for 18%).

  • Optionally enter Minimum Value and Maximum Value to restrict fee range.

• If Using Amount:

  • Enter the flat charge (e.g., 2.00 for $2).

  • Optionally set Minimum and Maximum amounts to control boundaries for open-value entries.

6. Save the Configuration

• Click the Save button in the bottom-right corner to apply your changes.

7. Final Steps

• Once saved, this fee becomes available for use in the POS.

• Ensure team members are trained on when and how to apply this service charge during order processing.