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CAKE | Restaurant Management System & POS

CAKE Payments Onboarding

 

1.

To sign in, go to https://admin.cake.net and enter your CAKE username and password.

Once you are authenticated successfully you will see the CAKE Restaurant Admin portal.

Click on the Payments Onboarding Icon.

Note: If you have multiple restaurants assigned to you, you first need to select the restaurant that you want to onboard to CAKE Payments from the drop down.

 

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2.

Clicking on the icon will take you to a welcome page where you can review the CAKE Payments fees and the services that will be added.

Click Continue
 

 

 

 

 

 

 

 



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3.

On the next screen, you’ll tell us about your business, about you and where to route your funds.

You can also enable Accelerated Funding at the end of the form. To learn more about Accelerated Funding, click here.

Note:

  • The fields you need to enter will change according to the Business Type you select.
  • PO Boxes are NOT acceptable for either business or home addresses.
  • Tax ID is NOT required for Sole Proprietor business type. 

Non-Profits:

If you are a non-profit, you'll see the Business Creation Date field appear once Non-Profit is selected as 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 and Phone Number fields and you will NOT see the Social Security Number field since it will not be required. You only need to enter your full name and phone number as a primary contact. 


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4.

You’ll see the Success screen appear when you complete entering in the required information and have submitted the application successfully. Click Done.


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5.

If you are being manually reviewed by CAKE (i.e. non-profits), you'll see this screen shown on the right. You will be able to begin accepting cards once your application is approved.

Note: 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.

 


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6.

Once your onboarding is successful, you will see the Payments icon in Restaurant Admin portal.

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7.

Click on the Payments icon. This will take you to the CAKE Payments Settings page where you will see that Credit Card Processing has been enabled for your account and that Accelerated Funding has been enabled for your account if you did so at onboarding.

You may enable Accelerated Funding on this page if you haven't enabled it already.

 


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8.

To review Payments related information, you can click on the Reports Icon in Restaurant Admin portal and expand Payment Reports. You'll see 3 reports.

Click here to understand what these reports mean.

CAKE Payments 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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