How To Process a Transaction
Credit Sale
1. Enter the Transaction Amount and tap Enter.
2. Tap YES on the confirmation screen (you can remove the Non-Cash fee by tapping Remove Fee Icon).
3. Swipe / Insert / Tap card on display. For Manual Key Entry, select the Enter Manually option and enter the card number.
4. Enter tip amount, if enabled.
5. Enter the customer’s phone number for SMS receipt and select the Go Green option.
6. Select Print Receipt if a paper receipt is requested.
7. Follow the prompts on screen for the customer copy.
Debit Sale
1. Tap CREDIT until DEBIT is displayed.
2. Punch in transaction amount and tap Enter.
3. Tap YES on the confirmation screen (you can remove the Non-Cash fee by pressing Remove Fee Icon).
4. Swipe / Insert / Tap card on display. For Manual Key Entry, select the Enter Manually option and enter the card number.
5. Enter the customer’s phone number for SMS receipt and select the Go Green option.
6. Select Print Receipt if a paper receipt is requested.
7. Follow the prompts on screen for the customer copy.
How To Run a Refund
Credit Refund
1. Tap SALE until REFUND is displayed.
2. Enter the transaction amount and tap Enter.
3. Tap YES on the confirmation screen.
4. Swipe / Insert / Tap card on display.
5. Sign on the screen and tap the OK button.
6. Enter the customer’s phone number for SMS receipt and select the Go Green option.
7. Select Print Receipt if a paper receipt is requested.
8. Follow the prompts on screen for the customer copy.
How To Void a Transaction
Credit Void
1. Tap SALE until VOID shows.
2. Enter the transaction number from receipt or the last 4 of the Credit Card number and hit Enter.
3. For password enter last 4 digits of EPI.
4. Tap on the transaction that needs to be Voided.
5. Enter the customer’s phone number for SMS receipt and select the Go Green option.
6. Select Print Receipt if a paper receipt is requested.
7. Follow the prompts on screen for the customer copy
How To Settle Your Current Batch
Settle Batch
1. Tap the triple lines at the bottom left of the terminal.
2. Tap Settlement.
3. Enter the password which is the last 4 digits of your EPI number.
4. The settlement summary report will be printed.
5. The settlement summary report will be printed. The terminal prompt for a detailed report – select Yes or No.
6. A confirmation prompt for settling the batch will be displayed. Tap Yes to settle the batch.
Tip Adjust
1. Tap the triple lines at the bottom left of the terminal.
2. Tap Tip Adjust.
3. Enter the transaction number or last 4 digits of the card number to find the transaction you would like to tip adjust.
4. Confirm the transaction details by tapping the Confirm button.
5. Either select one of the predefined tip percentages or enter in a tip manually.
6. Press the Enter button to confirm.
7. Choose the option to print merchant copy.
8. Select Yes if you want to perform more tip adjusts.