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CAKE | Restaurant Management System & POS

CAKE Payments Onboarding

1.

To login, go to trycake.com, click the person icon in the top right and click POS Admin. You will enter your Username, Password and Restaurant PIN. Username and Password are from the POS. To get to the Merchant Portal directly, click here.

Once you go through the CAKE Secure Sign-In process, you will only need to enter your login info without PIN each time you sign in to the Merchant Portal.

With CAKE Payments have the ability to onboard on to CAKE Payments for 2 purposes.

  1. Process POS card payments
  2. Process online order card payments


 

2.

Click on the Payments Onboarding Icon and Click that you Agree and Understand in the check boxes. Click Continue. 

 

 

 

 

 

 

 

 


 

3.

On the next screen, you’ll tell us about you, your business and where to route the funds. You can also enable Accelerated Funding. To learn more about Accelerated Funding, click here

Note: PO Boxes are NOT acceptable for either business or home address.

Non-Profits:

If you are a non-profit, you'll see the Business Creation Date field appear once Non-Profit is selected at the Business Type. This is the date your business was started. We only use this date for underwriting purposes. 

You'll also see Principal First Name/Last Name fields. You only need to enter your full name and phone number as a primary contact. See right.


 

 

 

4.

You’ll see the Success screen appear when you complete entering in the required information. Click Done.

 

 

If you are being manually reviewed by CAKE (i.e. non-profits), you'll see this screen. 


5.

You’ll know your onboarding was successful when you see Already Assigned to Your Account under POS Credit Card Processing

Note: If you receive an error while attempting to onboard with CAKE Payments, please contact our Support team. 

We recommend you wait at least 30 days after going live with our system before enabling Online Ordering. When you are ready, please contact our Support team and they will walk you through the next steps.


6.

On the Merchant Portal screen, you can see Payments Terms & Conditions (Ts&Cs) as well as Billing and Payment regarding  the CAKE POS itself. 

To review Payments related information, you can click on the Reports Icon>Card Payments. You’ll see 3 reports:

Transaction Details- This allows for instant visibility of all transactions that go through CAKE Payments.

Transaction Summary- Summary of transactions for a given time period. Sums are aggregated for given time period. Only contains settled transactions (those that have not been captured are excluded from the totals).

Account Balance- Snapshot of balance that owner has with CAKE Payments. All transactions and fees are updated to the account balance daily.

CAKE Pay Fees: Similar to the POS individual item taxes, the CAKE Fees are per transaction.

This means you cannot use the total amount of sales multiplied by 2.5% or 3.5% + $.15 to figure out how much the fees are.  

Additionally, where there are decimal points past the hundredths place, the decimal point is always rounded up.



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