Processing a transaction using the EMV terminal

Once you have entered products, modifiers, and any applicable discounts to a transaction, you will process the transaction.

1. Press the credit card icon for the payment type.

2. You will be prompted to change the amount or start the reader. 

To change the amount, press Change Amount and enter the new amount, if desired.

3. Press Start Reader.

If you are set up to accept Debit/PIN transactions, you will be prompted to select the transaction type. To learn more about processing debit/PIN transactions, see Accepting Debit/PIN Transactions on Your EMV Terminal.

Note: Customers who are set up to accept Debit/PIN with their merchant process are able to process Debit/PIN transactions on their EMV terminal only if they do not accept tips. To learn more about disabling tips, see Setting Up Custom Receipts.

4. On the EMV terminal, you will be prompted to insert or swipe the card. If your receipt print settings for credit card are higher than zero, a receipt will print from your POS. see Setting Up Custom Receipts for details on receipt print setting options. 

5. On the EMV terminal, you will be prompted to insert or swipe the card. The receipt will print from your POS. 

6. Select one of the following receipt options:

• Print Duplicate Receipt—A duplicate receipt will print. 
• Email Receipt—The receipt will be emailed to the customer. If you select this option, you will be prompted to enter the email address and press Enter. 
• Text Receipt—The receipt will be texted to the customer. If you select this option, you will be prompted to enter the phone number and press Enter. Note that this option will only appear if you are signed up for uText. 
• Print Gift Receipt—A gift receipt is a receipt that will display information about the transaction, but will not include any prices for the transaction.

7. Press Close.

 

 

 

Manually Key Credit Card Transactions

To manually key the credit card information, follow these steps:

1. Using the keypad on the terminal, enter the credit card number and press OK [O].

2. Using the keypad on the terminal, enter the expiration month and year on the credit card in MM/YY format and press OK [O].

You will be prompted to select if the credit card is present. 

3. Select Yes if the credit card is present or No if the credit card is not present 

4. Using the keypad on the terminal, enter the CVV code on the back of the credit card and press OK [O].

5. If desired, enter the credit card billing address using the keypad on the terminal and press OK [O], otherwise, press OK [O].

6. If desired, enter the credit card billing zip code using the keypad on the terminal and press OK [O], otherwise, press OK [O].

If your receipt print settings for credit card are higher than zero, a receipt will print from your POS. See Setting Up Custom Receipts, for details on receipt print setting options. 

 7. Select one of the following receipt options:

 Print Duplicate Receipt—A duplicate receipt will print. 

• Email Receipt—The receipt will be emailed to the customer. If you select this option, you will be prompted to enter the email address and press Enter. 
• Text Receipt—The receipt will be texted to the customer. If you select this option, you will be prompted to enter the phone number and press Enter. Note that this option will only appear if you are signed up for uText. 
• Print Gift Receipt—A gift receipt is a receipt that will display information about the transaction, but will not include any prices for the transaction.