Processing Card Transactions

Sale

Card Present Transactions

1. Navigate to the Sale screen.

2. Enter amount and select Enter.

3. Enter Tip Amount when appropriate.

To continue without entering a Tip, select No Tip.

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Tip Configuration Settings

Tip functionality can be enabled, and the available tip options can be customized in the Admin Menu.

4. Tap or Insert Card.

4. Enter additional information as prompted and select Enter.
5. Enter server ID if prompted.
6. Obtain customer's signature and select Continue..

Manual Entry (Card Not Present)

1. Navigate to the Manual Entry screen.

2. Enter amount and select Enter.

3. Enter Tip Amount when appropriate.

To continue without entering a Tip, select No Tip.

4. Enter card number, expiration date, and additional information as prompted and then select Enter.
5. Enter server ID if prompted.

Void a Transaction

1. Navigate to the Void screen.

2. Key in transaction ID and select Enter.
3. Review transaction details and select Enter.
4. Obtain Customers Signature and select Continue..

Refund a Transaction

1. Navigate to the Return screen.

2. Enter reference or card number.

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Refund Card Number is disabled by default.

If it is enabled on your terminal, refunding by card number is not tied an offsetting sale.

3. Enter amount and select Enter.
4. Tap, Insert or Key the card number or reference number.
5. Enter additional information as prompted.

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You cannot process a debit refund.

Instead, see Voiding Debit Card Transactions below.

Auth

Authorizations do not settle unless manually captured.

1. Navigate to the Auth Screen.

2. Enter amount and select Enter.

3. Tap, Insert, or Key the card number and then select Enter.
4. Enter additional information as prompted.
5. If this is a Card Present transaction, obtain customer's signature and select Continue.

Force a Sale

Manually capture an existing authorization.

1. Navigate to the Force screen.

2. Enter amount and select enter.

3. Enter Tip Amount when appropriate and select enter.
4. Tap, Insert, or Key the card number and then select enter.
5. Enter the Auth Code.

6. Obtain the customer’s signature and select CONTINUE.

Void a Forced Transaction

1. Navigate to the Void screen.
2. Enter Original Transaction number and select Enter.
3. Confirm the transaction details and select Continue.
4. Obtain the customer’s signature and select Continue.

Void a Debit Card Transaction

1. Navigate to the Void screen.
2. Enter Original Transaction number and select Enter.
3. Confirm the transaction details and select Continue.
4. Obtain the customer’s signature and select Continue.