User Guide. Credit Card Processing Mobile Devices Mac & Windows OS

Transcription

1 User Guide Credit Card Processing Mobile Devices Mac & Windows OS

2 Table of Contents 3 Setup Ticket Preferences > Select Merchant Gateway 4 Processing a Credit Card via Beacon 5 Swiping a Credit Card via Computer 5 Manual Entry for Credit Card via Computer 6 Swiping a Credit Card via Mobile Device 8 Reports > Electronic Payment Details STX Beacon Credit Card Processing 2

3 Setup Ticket Preferences > Select Merchant Gateway OpIonal credit and debit card payment processing is managed via our integraion with our preferred merchant services vendor. For informaion on the credit card merchant gateway or on obtaining a new merchant account, please contact STX SoNware. You will need to select which type of merchant gateway account you are using for processing credit cards electronically through Beacon. Select Merchant Account To select the Merchant Account Payment Gateway, go to Home > Setup > Setup Ticket Preferences. The following page will appear: Merchant Account: Payment Gateway Use the drop- down menu to select the appropriate gateway for your merchant account. In Store ID and Key Enter the ID and Key obtained from the merchant gateway upon signing up for an account. Online ID and Key Enter the ID and Key obtained from the merchant gateway upon signing up for an account. Payment Gateway: AnywhereCommerce: What AnywhereCommerce terms Terminal ID will be entered into the appropriate ID field in Beacon. What AnywhereCommerce terms Shared Secret will be entered into the appropriate Key field in Beacon. Payment Gateway: Tempus: What Tempus terms Store ID will be entered into the appropriate ID field in Beacon. What Tempus terms Store Key will be entered into the appropriate Key field in Beacon. For tesing purposes, check the Test checkbox to send credit card transacions to a test account, rather than to the business account. When you re ready to have transacbons posted to the business account, be sure to remove the check on the Test checkbox. If the Test checkbox is checked, no deposits will be made for credit card transacions into the business account. POS Devices > Device ConfiguraBon: Credit Card Device Click the POS Devices tab and use the Credit Card Device drop- down menu to select the appropriate card reader. Credit Card Device selecion is only applicable to processing on a Computer. Your mobile device will automaically recognize the credit card device connected. STX Beacon Credit Card Processing 3

4 Processing a Credit Card via Beacon In order to process payments electronically, you must have the merchant account informaion entered in Beacon on the Setup > Setup Ticket Preferences > POS page. Be sure the merchant accounts are NOT checked as a Test account if you are ready to have the electronic payments deposited to your merchant account. You must also have at least one payment type set up for electronic processing in Setup: Company: Payment Types, and an image must be assigned. If you wish to split the amount due between separate payment types, click the Payments tab to view the different payment opions. If you are spli^ng the amount due between separate payment types, it is important to add the non- electronic payments first and then charge the remaining balance. If you wish to charge the enire amount due on an electronic payment, click the Charge bu_on. The Add Payment popup overlay will appear. In this example, a Cash payment of has already been added, and an electronic payment is selected for the remaining of the Total Icket amount. STX Beacon Credit Card Processing 4

5 Swiping a Credit Card via Computer If using a computer for Beacon, the Swipe field is ready to swipe the credit card. Simply swipe the credit card without clicking anything. Edit the Amount Paid if necessary before swiping the credit card. Enter any necessary notes in the Notes field for the payment type. ANer swiping the credit card, and the payment is successful, the Add Payment overlay will go away. No changes can be made to the electronic payment type once it has been approved. If the Icket is fully paid, the Icket will automaically close. Manual Entry for Credit Card via Computer Click Manual Entry to manually enter the credit card informaion. Enter the credit card informaion and click the Authorize bu_on. Once the payment is successful, the Add Payment overlay will go away. No changes can be made to the electronic payment type once it has been approved. If the Icket is fully paid, the Icket will automaically close. STX Beacon Credit Card Processing 5

6 Processing a Credit Card via Mobile Device When you re ready to apply payment to the Ticket from your mobile device, click the payment type icon in the Payments tab, or click the Charge bu_on. A payment overlay will appear without a swipe/insert field. If this is your first Ime using the mobile credit card device to process an electronic payment, Beacon will request access to the microphone port on the mobile device. Click OK. The connected credit card reader will confirm connecion. Rambler: Swipe only capability (non- EMV) Walker: Swipe and Insert capability (EMV) Once your mobile device detects the card reader is connected, follow the screen prompts for processing the payment.

7 Once the connected card reader device is recognized, the Tip overlay will appear. Tap any percentage bu_on, or enter an Other Amt. 10% - 10% of the service total will be calculated and added to the Icket. 15% - 15% of the service total will be calculated and added to the Icket. 20% - 20% of the service total will be calculated and added to the Icket. If no Ip is to be added, tap the None bu_on. Tap OK to proceed. Tap Cancel to cancel the processing. The Tip overlay will go away. The total amount to charge will display. Depending on the card reader device connected, you will be prompted to either Swipe or Insert Card. Tap Cancel to cancel the processing. ANer swiping or insering the card, the signature page will appear. Have the client sign using their finger or a stylus. Tap Done to accept the signature and complete the transacion. The Check Out List in Beacon will appear once the payment has successfully been approved.

8 Reports > Electronic Payment Details Go to Home > Reports, and click the Electronic Payment Details report. Select a Begin Date and an End Date for the report. Electronic Payment Details - Table including the payment details of credit cards processed electronically via Beacon and the merchant gateway. Details include the following informaion during a specified date range: Payment Date and Time - Date and Ime when the payment was processed. Ticket # - Ticket number where credit card was processed for the client. Client Name - Client s name on the Ticket. Payment Amount - Amount processed on the client s credit card. NegaIve values indicate a refund. Auth. Code - AuthorizaIon code returned to the system aner processing the client s credit card. STX Beacon Credit Card Processing 8