FirstData (FDMS) BuyPass Credit Card Processing in a Restaurant/Fine Dining Environment

Transcription

1 One Blue Hill Plaza, 16th Floor, PO Box 1546 Pearl River, NY PC-AMERICA, (Voice) (Fax) FirstData (FDMS) BuyPass Credit Card Processing in a Restaurant/Fine Dining Environment The following documentation will provide instructions for configuring FirstData (FDMS) BuyPass via their gateway to process credit and debit cards with RPE in a (US) Restaurant/Fine Dining Environment. Be sure that your merchant information is present so that the integration can be completed. You can receive your information directly from FDMS BuyPass. Note: To use FDMS BuyPass you must be using version or above. Note: FirstData (FDMS) Bypass transactions can only be batched through FirstData automatically, manual batches are not allowed. Note: When using FDMS Bypass the batch report will not display any information. 1 P a g e

2 Overview When using FDMS BuyPass in a (US) Restaurant/Fine Dining Environment the transactions are processed via Host Capture* (see below) and the following steps should be completed: *Host Capture All transaction information is saved by the payment processor. Host capture via FDMS BuyPass allows CRE/RPE to send a settlement command, or have the option to auto-settle at a certain time of the day. Enabling Tips on Credit Card Transactions Tips: Other Options Configuring RPE for Credit Card Transactions with the FDMS BuyPass Platform Processing a Credit Card Transaction Applying Tips to Checks Before Auto-Settlement Viewing a Report on Tips Transaction Settlement: Auto Settlement Terminal Number Breakdown 2 P a g e

3 Enabling Tips on Credit Card Transactions To process Credit Card transactions (with tips) tips must first be enabled. For an in-depth look at configuring tips please see below: 1. Select the Manager or Options button. 2. Enter the administrator password (default: admin) where applicable. 3. Select Setup then, Setup Screen. 4. At the Setup Screen select the Payment Processing tab. 5. Select the Tips tab. 6. Under the Print Tip Line on CC Invoices section select Yes on Completed Invoices. 7. When finished enabling tips select Update. 3 P a g e

4 Tips: Other Options Other Tip options are available for you to configure. For an in-depth look at configuring tips please see below: 1. Select the Manager or Options button. 2. Enter the administrator password (default: admin) where applicable. 3. Select Setup then, Setup Screen. 4. At the Setup Screen select the Payment Processing tab. 5. Select the Tips tab. To automatically add tips to an invoice: Enable Auto Tipping and specify a minimum party size and tip percentage. If the minimum party size is 0, the tip will always be applied. Setting Auto Tipping to Prompt will result in the server being asked whether to apply the tip. Overpayment as Tip will apply the overpayment amount as the tip for the invoice. Note: that this only works on checks closed to credit cards. Yes will enable Overpayment as Tip. Selecting Prompt will result in the server being asked on a case-by-case basis whether or not to treat overpayment as the tip to be applied. Enter the percentage of CC Tips that will be recorded as income for the restaurant. This percentage can account for the service fees that the business is charged for processing credit cards. 4 P a g e

5 If you would like your servers to enter credit card tips before being able to clock out, check Require CC Tips Be Entered Before Clockout. After a check is paid using a credit card, the Keep Check Open Until Tip Applied feature will keep the check open until a tip has been applied. This option will tax app the tips applied before selecting pay from the invoice screen - (Edits -> Apply gratuity, for example). This option will omit the cash tips from the total tips earned on the shift report for the cashier. A jobcode must be associated with the cashier in order for a shift report to print. This option will prevent a Credit Card settlement from happening if there are any transactions waiting to have a tip applied to them. This option will prompt for the tip amount after selecting pay and choosing a tender type, from the invoice screen. For an in-depth look at configuring tips please see below: 5 P a g e

6 Configuring CRE/RPE for Credit Card Transactions with the FDMS BuyPass Platform 1. Select the Manager or Options button. 2. Enter the administrator password (default: admin) where applicable. 3. Select Setup then, Setup Screen. 4. At the setup screen select the Payment Processing tab. 5. Select Credit/Debit. 6. Select FDMS BuyPass as the Payment Processor. 7. Make sure you fill in the appropriate URLs: = Primary = Secondary 8. The Terminal Number will be supplied by FirstData for more information please see: Terminal Number Breakdown. 9. If tips are enabled, Process Debit Cards through this Credit Card Processor MUST be UN-checked. 10. You can choose to Require CVV2 for non-swiped CCs. 11. Select Update to save your changes. 6 P a g e

7 Processing a Credit Card Transaction 1. On the invoice screen of Restaurant Pro Express, ring up some inventory item(s). 2. Select the Pay button and select Credit Card. 7 P a g e

8 3. The Credit Card Information window will appear where the Credit Card can be swiped, through the MSR (attached to computer). Note: If no pinpad is installed, Debit Cards (with a credit card logo) will be processed as credit cards. 8 P a g e

9 Applying Tips to Checks Before Auto-Settlement From the login screen, select Manager, provide the requested credentials, and follow these steps. 1. Select Credit Card Settlement. 2. Select Settle. 3. If you are notified that there are tables with no tips applied, select No in order to avoid settling. 9 P a g e

10 4. Select Add Tip. 5. Enter the invoice number of the check without a tip and select OK. 6. Enter the tip amount and select OK. 10 P a g e

11 7. Verify the tip amount and total by selecting Yes. 8. Repeat steps 4-7 until tips have been applied to all checks. For more information on adding tips to transactions please see below: 11 P a g e

12 Viewing a Report on Tips From the login screen, select Manager, provide the requested credentials, and follow these steps. 1. Select Reporting. 2. Select the Restaurant category. 3. Select the Server Tips report. 4. Provide a range of time for this report. 5. Select either Display or Print to view the report. The report will contain information on the cashier receiving the tip, the invoice number, and the tip amount. 12 P a g e

13 Transaction Settlement: Auto Settlement FirstData (FDMS) Bypass transactions can only be batched through FirstData automatically, manual batches are not allowed. Auto Settlement Customers using FDMS BuyPass in a Restaurant/Fine Dining environment can contact FirstData for auto settlement options. Terminal Number Breakdown The number that is entered into CRE/RPE for FDMS Buypass is a 13 digit number (i.e ) with the following formatting: The first 2 digits are the device type - (in the above example = 63) The next 2 digits are the state code - (in the above example = 51) The next 6 digits are the Merchant ID (MID) - (in the above example = ) The last 3 digits are the Terminal ID (TID) - (in the above example = 123) 13 P a g e