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Use this option to manually close the card payments batch. This will close the current batch and open a new batch. Some payment processing providers require that the payments batch be manually closed on a daily basis while others automatically close the batch at a predetermined time every day. Please enquire with your payment processing provider about batch closing options, policies and requirements.
NOTE: If the batch is closed in the middle of operations, there will most likely be discrepancies between Maitre'D back-office reports and batch totals. To make Maitre'D reports and batch totals match, make the End of Day coincide with the batch closing.
This option is driven by the Windows ® operating system and may vary depending on the Windows version in use. This option allows to select the printer and parameters to be used to print reports.
The Log option allows to start and view operations traces about Electronic Fund Transfer Module.
NOTE: The log does not contain or record any form of cardholder data from credit cards or any other form of card payment.
Log Level
Three different Log level are available, Standard, Detail and Debug. Select the None option to disable this log.
NOTE: This option is for troubleshooting purposes only and should be used only with the supervision of a Posera certified technician.
Use the View key to access the log file.
This option toggles the icon toolbar at the top of the module window, just below the menu bar. When active, the toolbar displays icons of all available Maitre'D modules for quick access.
This option toggles the status bar at the bottom of the module window. When active, the status bar displays messages, the current status of the CAPS LOCK, NUM LOCK and SCROLL LOCK keys as well as the current time and date.
IMPORTANT: This tool IS NOT PA-DSS 3.2 validated. Using this tool to add, modify or void transactions may create data which could contain unencrypted cardholder data. Use this tool at your own risk.
This menu allows to add, modify or void credit card transactions, do returns and void returns without using the workstation. Before proceeding, you need:
Credit card number
Expiration date
Authorization number from a previously printed transaction record (to modify or void existing transactions) or obtained by contacting the card processing service provider (to add a new transaction).
NOTE: Transactions processed from the Maitre'D Back-Office using these menu options may incur additional or higher interchange costs and processing fees.
Use this option to add a new credit card transaction from the Back-Office. Funds received using this function will appear in media reports but will not appear as sales revenue.
Information
Credit Card Number
Enter the Credit Card Number.
Check Number
You can enter an existing check number or reference number that will not conflict with existing checks.
Transaction Entry
Credit Card
The Credit Card field displays the credit card number.
Check
The Check field displays the customer invoice number that refers to this transaction.
Media Type
Select the media type for this transaction.
Expiration
Enter the expiration date for the credit card. The format is month and year. For example, for the month of November 2001, enter 1101.
Authorization
Enter the authorization number that you have previously received from the credit card company.
Amount
Enter the amount of the transaction.
Server
If you want to assign this transaction for a particular server, enter his number in this field. You do not need to enter an employee number
The Electronic Funds Transfer (E.F.T.) module allows to authorize and process credit card purchases electronically through a financial institution. Maitre'D communicates to verify and process credit and debit cards. For each transaction processed by credit card, Maitre'D communicates with the clearing house through an Internet connection and prints transaction records
In order to access this module, click on the Electronic Funds Transfer icon on the screen of the Back-Office or of the module you are in.
After selecting the Electronic Funds Transfer option, the Electronic Funds Transfer module displays.
IMPORTANT: This tool IS NOT PA-DSS 3.2 validated. Using this tool to add, modify or void transactions may create data which could contain unencrypted cardholder data. Use this tool at your own risk.
The Modify Transaction option allows to modify a transaction before you close your batch. (Example: the amount that the credit card was finalized with was incorrect).
To modify a transaction you should have in hand the credit card slip or the Transaction List.
Select the Modify Transaction option.
Information
Credit Card Number
Enter the Credit Card Number. This number is printed on the credit card slip and on the Transaction List.
Check Number
Enter the check number. This number is printed on the credit card slip and on the Transaction List.
Click on OK to accept the information entered. Maitre'D searches for the transaction. If it finds it, the Transaction screen displays.
Modify Transaction
No.
The No. field displays the credit card number.
Expiration
The Expiration filed displays expiration date of the credit card used.
Authorization
The Authorization field displays authorization number that you have previously received from the clearinghouse.
Reference
The Reference field displays the customer invoice number that refers to this transaction.
Amount
The amount field displays the current amount registered for this transaction.
Terminal
The terminal field displays the EFT terminal assign to this transaction.
New Amount
Enter the modified amount for this transaction and press Enter.
IMPORTANT: This tool IS NOT PA-DSS 3.2 validated. Using this tool to add, modify or void transactions may create data which could contain unencrypted cardholder data. Use this tool at your own risk.
The option allows to give a credit to a customer credit account to correct a charge that was posted in a previous batch.
To Return Transaction you should have in hand the credit card slip.
Select Return Transaction from Transaction menu.
Information
Credit Card Number
Enter the Credit Card Number
Check Number
Enter the check number. This number is printed on the credit card slip and on the Transaction List.
Return Transaction
Credit Card
The Credit card field displays the Credit Card Number.
Check
The Check field displays the customer invoice number that refers to this transaction.
Terminal
The terminal field displays the EFT terminal assign to this transaction.
Media Type
Select the media type for this transaction.
Expiration
Enter the expiration date for the credit card. The format is month and year. For example, for the month of November 1998, enter 1198.
Authorization
Enter the authorization number that you have previously received from the credit card company.
Amount
Enter the amount of the transaction.
Server
If you want to assign this transaction for a particular server, enter his number in this field. You do not need to enter an employee number.
Click OK to accept this transaction. Maitre'D will generate a transaction record that you can print on your report printer. We suggest that you give one copy of this transaction record to your customer and that you keep one for your file.
IMPORTANT: This tool IS NOT PA-DSS 3.2 validated. Using this tool to add, modify or void transactions may create data which could contain unencrypted cardholder data. Use this tool at your own risk.
The Void a Return option allows to cancel a Return Transaction operation if you have made a mistake.
To Void a Return you should have in hand the credit card transaction record.
Select Return Transaction from Transaction menu.
Information
Credit Card Number
Enter the Credit Card Number
Check Number
Enter the check number. This number is printed on the credit card slip and on the Transaction List.
Click on OK to accept the information entered. Maitre'D searches for the transaction. If it finds it, the Transaction screen displays.
Void Return
Credit Card
The Credit Card field displays the credit card number.
Check
The Check field displays the customer invoice number that refers to this transaction.
Terminal
The terminal field displays the EFT terminal assigned to this transaction.
Media Type
Select the type of credit card used for this transaction.
Expiration
Enter the expiration date of the credit card. The format is month and year. For example, for the month of November 2005, enter 1105.
Authorization
Enter the authorization number that you have previously received from the clearinghouse.
Amount
Enter the amount of the transaction.
Server
If you want to assign this transaction for a particular server, enter his number in this field. You do not need to enter an employee number.
IMPORTANT: This tool IS NOT PA-DSS 3.2 validated. Using this tool to add, modify or void transactions may create data which could contain unencrypted cardholder data. Use this tool at your own risk.
The Void Transaction option allows to void a credit card transaction that was finalized at the workstation.
Select Void Transaction from Transaction menu.
Information
Credit Card Number
Enter the Credit Card Number
Check Number
Enter the check number. This number is printed on the credit card slip and on the Transaction List.
Click on OK to accept the information entered. Maitre'D searches for the transaction. If it finds it, the Transaction screen displays.
Void Transaction
Credit Card
The credit card field displays the credit card number.
Check
The check field displays the customer invoice number that refers to this transaction.
Terminal
The terminal field displays the EFT terminal assigned to this transaction.
Media Type
Enable the type of credit card used for this transaction.
Expiration
Enter the expiration date of the credit card. The format is month and year. For example, for the month of November 2005, enter 1105.
Authorization
Enter the authorization number that you have previously received from the clearinghouse.
Amount
Enter the amount of the transaction.
Server
If you want to assign this transaction for a particular server, enter his number in this field. You do not need to enter an employee number.
Access Log
This is a shortcut to the Report Center's Access Log report. This report can also be accessed from Report Center / Select a Report / Configuration / Access Log.
User Access
This is a shortcut to the Report Center's User Access report. This report can also be accessed from Report Center / Select a Report / Configuration / User Access.
Use this option to automatically clear all DBF files from C:\POSERA\MaitreD\DATA\DBF. The necessary DBF files will be automatically re-generated when needed.
This report is obsolete.
This report is obsolete.
This report is obsolete.
This report is obsolete.
This report is obsolete.
This report is obsolete.
Maitre'D EFT Transaction Report shows in detail each EFT transaction sort by Terminal and EFT Media Type. This report is available for the current batch, suspended batch (not available with NCR protocol), closed batch and previous close batch.
Current Batch
Previous Batch
Interface branch
This option allows to configure specific settings for your EFT installation.
Interface
Select the interface to be used from the drop-down list. The table below lists available options:
Moneris
Enable this option to use the MONERIS payment channel in Canada with Datacap's DSIClientX interface and the NETePay software.
NOTE: Do NOT enable this option if you are using Moneris with the EMV Canada - DATACAP interface or Tender Retail EMV.
Protocol
Select the protocol to be used with the selected interface. See the table below for detailed description of each protocol.
NOTE: In order to demonstrate the E.F.T. module with a demo system, the interface should be set to Emulation / Demonstration. Maitre'D will authorize and print a credit card vouchers. It does not actually charge cards or make any kind of actual processing with financial institutions. It prints vouchers as if the credit cards were approved. This demo/training feature can also be used to train servers for dealing with authorized and declined cards. Do not use the Emulation / Demonstration interface in a live sales environment, as cards will not actually be charged. To use this option, your Media Types must be already set up for E.F.T.
WARNING! : Never use Emulation / Demonstration in a live environment, for any reason. All transactions will be accepted, but the customer cards will never be charged. Also, card data from transactions done in Emulation / Demonstration mode cannot be retrieved in any report of any kind. This will result in a loss of revenue for the merchant.
Lane Identification
Enter a unique Lane Identification value that will be used when processing card transactions from the Maitre'D Back-Office. This value is used by the Datacap - DSIClientX interface.
NOTE: The Lane Identification value can use up to 8 alphanumerical characters. Special characters and spaces are not allowed. Each POS workstation where card payments are accepted and the Maitre'D Back-Office must each have a unique Lane Identification value. The Lane Identification for workstations is configured in Point of Sale Control / Workstation / Options / [pos #] / Workstation.
Meta Token
This option is available only with the Shift4 Interface. This option needs to be enabled to allow the Shift4 interface to use meta tokens.
Timeout
Enter the time out value, in seconds, after which the Maitre'D POS will time out during payment processing.
NOTE: For most processors, the recommended value is 120 seconds. In any case, the time out value configured in Maitre'D should be higher than combined time out values configured in payment devices or third-party software. This is meant to avoid situations where Maitre'D could potentially time out before a payment gets approved, creating discrepancies between Maitre'D and the payment processor.
For example, if Maitre'D times out and the payment is approved by the payment device a few seconds later, you would end up with an open check in Maitre'D while the customer's credit card has already been charged.
Primary UTG Program
NOTE: This section will appear only of the Shift4 interface is selected
Port
Enter the TCP port number through which the Shift4 UTG2 server can be accessed.
UTG Server
Enable this option with Shift4.
Password
Enter the Password provided by the processor, service provider, clearing house or bank.
Port
Enter the TCP port number through which the card processing server can be accessed.
IP Address
Enter the IP Address or URL of the card payment processing server. This information is normally provided by the processor, service provider, clearing house or bank.
With Shift4, enter the IP Address of the computer where the UTG2 server is running.
With Datacap protocols, (dsiClientX, dsiEMVUS, dsiEMVClientX) enter the IP address of the computer running the NETePay server, or the URL of the hosted NETePay server.
Process Control
Enable this option to allow the system to show the status window of the underlying communication object. This option is used with the Datacap – DSICLIENTX interface only.
NOTE: With high-end PC's and high-speed internet processing, the status window may appear and disappear so quickly that it may not even be visible.
TSYS Identification URL
This section contains options that are used only with the TSYS Genius interface. If any other interface is selected, these options will appear grayed-out.
Staging URL
Type in or paste the Staging URL provided by TSYS for your account.
Credit URL
Type in or paste the Credit URL provided by TSYS for your account.
Gift URL
Type in or paste the Gift URL provided by TSYS for your account.
Reporting URL
Type in or paste the Reporting URL provided by TSYS for your account.
Identification branch
This section contains settings that are specific to each installation
Store Number
Enter the store number provided by the card processing service provider.
NOTE: Some card processing service providers don't use Store Numbers. If this is the case, leave this field blank.
Merchant Name
Some providers use a Merchant Name that may be different than the actual business name. If your processor provides such a Merchant Name, enter it here.
Merchant Number
Enter the Merchant Number provided by the card processing service provider.
NOTE: The Merchant Number is sometimes referred to as "Merchant ID" or "Account Number" by different card processing service providers.
Auth Token
NOTE: This field is only visible with the Shift4 interface.
Type in or paste the Auth Token provided by Shift4. This will be used to generate the Access Token below.
Generate Access Token
NOTE: This button is used only with the Shift4 interface.
After configuring the UTG2 software, setting up the Interface tab and filling in your Auth Token, click this button to obtain the Shift4 access token.
EMV
This option only becomes available for external protocols. Enable this option with EMV-compliant external protocols.
Use Pre-Authorization
Enable this option to use the pre-authorization functionality. Pre-authorization is typically used in table service environments where the credit card is first pre-authorized for the amount of the check, and later finalized with a higher amount that includes tip for the server. This is also used in bar environments to manage running tabs. In fast food, drive-through or counter service environments, this option is typically disabled.
NOTE: Some merchants may have a requirement to use both the pre-authorization and non-pre-authorization functionalities. This would be the case, for instance, in a restaurant that has a full service dining room and a takeout counter. It is possible to take advantage of the pre-authorization functionality for some employees while favoring speed of service and disabling pre-authorization for others. To do so:
Enable the Use Pre-Authorization option above.
For dining room employees, enable the Print tip on EFT Receipt option, located in Point of Sale Control / Employees / Configuration / [Choose Config] / Invoice / Tax/Service. This will allow them to use the pre-authorization feature and finalize their credit card transactions to add tip.
For fast food and pickup counter employees, disable the Print tip on EFT Receipt option, located in Point of Sale Control / Employees / Configuration / [Choose Config] / Invoice / Tax/Service. This means that these employees will not be able to use pre-authorization and will no longer need to finalize their credit card transactions.
Error Message Language
Enable the French option to display error messages in French where available.
NOTE: The availability of error messages in French or other languages is entirely dependant on the card processing service provider as well as the location of the merchant.
Pre-Authorization %
This field can be used to pre-authorize an amount greater than the check total. This is useful to make sure that a credit card has enough credit to cover for the value of a check + tips. For example, if the percentage is set to 15% and the check total is $100.00, Maitre’D would request a pre-authorization for $115.00.
NOTE: This can cause gift cards issued by credit card companies (Visa, MasterCard, AMEX, etc.) to be declined. Keeping with the example above, if the value of the gift card is $100.00, the transaction would be declined because Maitre’D tried to pre-authorize it for $115.00.
NOTE2: Pre-authorizing an amount higher than the check total may incur higher interchange costs and processing fees. It may also not be allowed in some jurisdictions. Please check with your local authorities and card processing service provider before using this feature.
Maximum Overflow %
Use the Maximum Overflow percentage to verify that the finalization amount entered by employees cannot surpass a certain percentage of the total check value. For example, if this percentage is set to 20% and the check total is $100.00, Maitre’D will not let the employees finalize this transaction with an amount greater than $120.00.
NOTE: Setting this percentage to 0.00% disables the verification and any amount will be accepted by Maitre’D.
Bar tab pre-auth
Enable this option to allow bartenders to pre-authorize an amount on a credit card in order to cover running bill bar tabs.
NOTE: The Bar tab pre-auth option also needs to be enabled for bartenders using this feature in Point of Sale Control / Employees / Configuration / [Choose Config] / Invoice / Payment.
Default amount
Enter the default amount to be used for authorization when opening a bar tab with a credit card. This amount is also used as a default increment value if the total of items already ordered surpasses the starting amount. For example, if the default amount is $25.00, Maitre'D will increment the suggested amount in $25.00 slices, going from $25.00 to $50.00 and then to $75.00 and so on, as needed to cover the current amount of the running tab.
NOTE: Employees can always enter a different amount than the default when opening a new bar tab or when prompted to increment a bar tab that has reached its initial authorized amount.
Single pre-auth
Enable this option to force the bar tab to be closed when the authorized amount of the bar tab is reached. If the customer wishes to purchase more items, a new bar tab will need to be started and the customer's credit card will need to be physically inserted at the payment terminal again. While this involves more work on the POS and additional handling of the customer's credit card, this method ensures that there is always credit available to cover the customer's purchases.
If this option is left disabled, an incremented pre-authorization will be made once the set amount is reached, without requiring the customer's credit card to be physically inserted at the payment terminal. While this avoids having to close the bar tab and opening a new one, this method introduces the possibility of getting a decline if there is not enough credit available to cover the additional amount.
Operation branch
This section contains options that will affect the general behaviour of E.F.T. processing.
POS Refresh
Enter the number of seconds the workstation will wait before making the first inquiry to the Back-Office to find out if a request has been answered. The default value is 5. With high-speed Internet connections, this value can be set as low as 3, but this will generate more network traffic as more requests will be sent from the POS workstations towards the Back-Office Server.
NOTE: If the first request is negative, the POS will wait half the time set in POS Refresh before making a second request. For example, if the POS Refresh is set at 5 seconds, the POS will wait 5 seconds before making a first check with the back-office server. If there is no answer at that point, the POS will wait 2.5 seconds before making a second request. If there is still no answer, the POS will wait 1.25 seconds before making a third request and so on until an answer is received.
Number of Terminals
Enter the number of simultaneous transactions that can be handled by the Maitre’D Back-Office server.
NOTE: This value is not related to the actual number of POS workstations in the restaurant. Please contact your card processing service provider and enquire about how many concurrent transactions can be handled by your account. This is sometimes referred to as "Lanes" by some processors.
End of Day
Enable this option to allow the End of Day even if the credit cards batch is still open. Otherwise, you will need to close the open batch before you can run the End of Day process
Operation Trace
This field is usually disabled. It is used for system debugging. If you enable this option, the Back-Office will create an EFT.LOG file in the DATA directory that will contain a trace of the transactions, sent to the modem. In addition, the modem will no longer be silent and you can hear it dial up and connect.
Name on EFT Receipt
Enable this option to print the cardholder name on the EFT transaction records.
NOTE: This option has no effect with EMV protocols such as DSIEMVClientX, Tender-Retail EMV or DSIEMVUS.
Fast Food Wait for Confirmation
Enable this option to have employees with the Fast-Food function wait on the media type screen for the EFT response using the Datacap – DSIClientX protocol. If the transaction is declined, they can choose another form of payment without having to recall the transaction.
NOTE: This option limits the possibilities of having a declined transaction after the customer has already left the store.
Order Wait for Confirmation
Enable this option to have employees with the Order function wait on the media type screen for the EFT response using Datacap – DSIClientX protocol. If the transaction is declined, they can choose another form of payment without having to recall the transaction.
NOTE: This option limits the possibilities of having a declined transaction after the customer has already left the store.
Alternate Card Masking
Enable this option to partially hide the debit card number to show only the first 10 digits and mask the last 4 digits on the EFT voucher in Canada. The rest of the card account number will be replaced by 'xxxx'. This option does not affect credit cards processed with the Datacap – DSIClientX protocol.
NOTE: This option has no effect with EMV protocols such as DSIEMVClientX, Tender-Retail EMV or DSIEMVUS.
Partial Authorization
Enable this option to facilitate the acceptance of gift cards sold by credit card issuers like Visa and MasterCard. With this option enabled, Maitre’D will first query the processor/acquirer with the card number. If the card is found to be a Visa or MasterCard gift card, the processor will return the balance left on the card. If the balance amount can’t cover the full value of the check, Maitre’D will apply that amount towards the check and request another form of payment to cover the remaining amount.
Wait for EFT Finalization
Enable this option to force workstations to wait until the response from the processor is received before processing another card on the same check.
Gratuity on EFT Receipt
Enable this option to print the total gratuity amount that was added to the check through over-tendering or gratuity options on the EFT transaction records.
NOTE: This option does not prevent the customers from leaving additional tips should they wish.
Extended Void Return
Enable this option to support void return operations where the refunded card is no longer available, with select EMV processors. A "Void Return" operation consists of cancelling out a refund that was done by mistake.
NOTE: Currently, this is only supported by FirstData/RapidConnect using the Datacap dsiEMVUS protocol.
Close batch with pending transactions
Enable this option to allow batch closing even if there are pending transactions in the current batch.
Close Debit Batch
Enable this option to allow to close the debit batch by sending the ID of each PIN Pad when closing the credit card batch.
NOTE: This option is used with the Datacap DSIClientX interface for Global Payment System in Canada only, and the Merchant must contact Global to request that the automatic Debit Batch closing be disabled.
Close EMV PIN Pad batch at EOD
Enable this option to automatically close the batch for all EMV PIN Pads during the End of Day process.
Batch Report
Select between detailed or summary batch reports.
NOTE: This option is only available with the Desjardins FLEX interface.
External Close Batch
Enable this option to use an external application to close the EFT batch. For some host based protocol, the integrated close batch feature cannot be used. These batches must be closed by using an external application provided by the service provider.
Close Internal Batch Only
Enable this option to stop the Close Batch function from generating an error message when running the external program of some clearing houses, such as CONCORD, that do not need Maitre'D to close the batch.
NOTE: Also enable this option if the provider closes the batch automatically at a predetermined time without intervention from Maitre'D, such as Mercury/VANTIV/Worldpay.
IMPORTANT: With many EMV protocols, Maitre'D is required to save special token data to be used for voids or tip adjustments. after the End-of-Day process has completed, EFT transactions from the closed day can no longer be modified or voided. For this reason, both External Close Batch and Close Internal Batch Only options need to be enabled. This will clear the daily token data during the End-of-Day process, preventing unnecessary data clutter and associated loss of performance. Affected protocols are:
Datacap dsiEMVUS (EMV - US)
Datacap dsiEMVClientX (EMV - Canada)
TSYS - Genius (EMV - US)
YesPay (EMV - UK)
Program
Type in or browse for the path and the application to be used to close the EFT batch. Use the folder icon to browse to the application folder and select the application executable.
Receipt branch
Print Merchant Copy Receipt
: This option is available with the TSYS-Genius and External interfaces.
Enable this option to print the merchant copy of the EFT receipt. If this option is left disabled, the merchant copy will never be printed.
Messages
Message #1 to #5
Enter up to 5 lines of message to be printed on the EFT voucher. These message lines will print just above the signature line. They can be used to print custom messages or to print the cardholder agreement that is required by some EFT processors in the U.S.
NOTE: Some protocols take full control over receipt printing, which will cause message lines not to print. Such protocols are:
Shift 4
Datacap - dsiEMVUS
Datacap - dsiEMVClient
Pay at the Table
Pay at the Table
Enable this option to activate Pay at the Table (PATT) functionality.
PATT Protocol
Select the Pay at the Table protocol to be used. Available choices are:
NOTE: FLEX and Secure Table Pay are only available with the purchase of the Enhanced EFT interface.
Log Level
Select the desired log level for the Pay at the Table interface. Available choices are:
TCP Port
Enter the TCP Port number to be used by the selected PATT protocol. Acceptable values are from 1 to 65535.
Send Invoices
This option is required for the YesPay PATT protocol for UK and Europe. This options causes Maitre'D to send invoice status information to the YesPay third-party software to inform it that an invoice is printed and available to be paid via YesPay PATT.
Get Invoice Status
This option is required for the YesPay PATT protocol for UK and Europe. This option causes Maitre'D to retrieve the invoice status from the YesPay third-party software in order to avoid modifying an invoice that is in the process of being paid with YesPay PATT.
Partial Invoice Number
Enable this option to allow employees access to checks using the last 4 digits of the check on the PATT payment terminal. If this option is disabled, employees will have to enter the full check number instead of only the last 4 digits.
NOTE: With this option enabled, entering all 6 digits of the invoice number will cause an "Invoice not found" error message on PATT payment terminals.
Validate Employee
Enable this option to activate employee validation on the PIN Pad. With this option enabled, only the employee who opened the table or a manager will be able to close invoices associated with this table.
Locking Mode
To avoid accidentally having more than one PATT payment termional accessing the same check data, Maitre'D needs to "lock" either checks or tables. Select the locking mode that best suits your operations.
Table Locking
Select Table Locking mode to lock the entire table and all the checks associated with it. With this mode, as soon as a PATT device accesses a check, all other checks associated with the same table will be locked, preventing access from other POS workstations or PATT devices. This mode should be used in fine dining establishments where only one or two checks are printed per table.
Invoice Locking
Select this mode to prevent the table locking during the payment of an invoice with PATT. This allows multiple invoices on the same table to be paid simultaneously with multiple PATT devices. This is very useful to speed up the payment process using multiple PATT devices on tables with a large number of printed checks.
Shared Folder
This is the default folder used to manage drop-files. Click the Browse button to select a different folder. This option is only used with the YesPay PATT interface for UK and Europe.
Remote Payment Device
Remote payment devices are wireless EMV payment terminals that are equipped with a SIM card and which are able to communicate with the credit/debit acquirer via 3G/4G/LTE mobile communications networks. These devices are mostly used by delivery drivers to process card payments at the customer's doorstep. The payment is authorized "on the spot" via 3G/4G/LTE, and the information about the transaction is recorded by the payment terminal itself (Check number, purchase amount, tip amount, card brand used, etc.). Later, back at the restaurant, the information stored in the oayment terminal can be synchronized with Maitre'D so that appropriate payment information will be applied on appropriate orders.
NOTE: There is no connection to the Maitre'D Back-Office or POS workstations via 3G/4G/LTE mobile communications networks. The payment terminal only communicates with the acquirer that way. In order to synchronize its data with Maitre'D, the payment terminal needs to be physically connected to the POS by a special docking station that is used to do data transfer and also acts as a charging station. This is done when the delivery driver comes back from a delivery run.
Partial Invoice Number
Enable this option to allow employees access to checks using the last 4 digits of the check on the remote payment device. If this option is disabled, employees will have to enter the full check number instead of only the last 4 digits.
NOTE: With this option enabled, entering all 6 digits of the invoice number will cause an "Invoice not found" error message during the synchronization of the payment terminal. Because there is no connection to the Maitre'D system while the delivery driver is on a delivery run, there is no "live" validation of the invoice numbers. The payment terminal will accept anything and everything while the driver is away. Back at the restaurant, synchronization will fail if incorrect invoice numbers were entered by the driver.
Validate Employee
Enable this option to activate employee validation on the payment terminal. With this option enabled, only the employee who was assigned the delivery order or a manager will be able to close invoices associated with this order.
Home Page branch
Use Default
If this option is enabled, the Maitre'D default home page for the Electronic Funds Transfer module will be used.
Address
Enter the URL of your head-office's intranet or your complete URL on the Maitre'D Databoard server that will be used instead of the default local home page for the Electronic Funds Transfer module.
Maitre'D Databoard Identification
User name
Enter the user name to access the Maitre'D Databoard server.
Password
Enter the password to access the Maitre'D Databoard server.
Confirm Password
Confirm the password to access the Maitre'D Databoard server
None
The E.F.T. module will not be used to process card payments
Emulation / Demonstration
The Back-Office will emulate card payment processing for demonstration purposes ONLY.
WARNING! : Never use Emulation / Demonstration in a live environment, for any reason. All transactions will be accepted, but the customer cards will never be charged. Also, card data from transactions done in Emulation / Demonstration mode cannot be retrieved in any report of any kind. This will result in a loss of revenue for the merchant.
DATACAP – DSICLIENTX
Card payments are processed by an internet-based provider through Datacap's DSI Client X interface, with or without Datacap's NETePay software.
EMV Canada - DATACAP
Card payments are processed by an internet-based provider through Datacap's DSI EMV Client X interface using an EMV-Compliant PIN Pad device. (Canada only, EMV compliant)
EMV US - DATACAP
Card payments are processed by an internet-based provider through Datacap's DSIEMVUS Client interface using an EMV-Compliant PIN Pad device. (USA only, EMV compliant)
Shift4
Card payments are processed by Shift4 "Dollars on the Net", an internet-based provider through their Universal Terminal Gateway (UTG2) software, using an EMV-Compliant PIN Pad device. (USA and Canada, EMV compliant)
EXTERNAL
Card payments are processed by 3rd party E.F.T. processing software.
MoneyLine
Card payments are processed by the MoneyLine network. (France only)
PC-EFTPOS
Card payments are processed by the PC-EFTPOS network. (Australia only)
Tender Retail
Card payments are processed by an internet-based provider through Tender Retail's Merchant Connect Multi application. (Canada only, NON-EMV)
Tender Retail EMV
Card payments are processed by an internet-based provider through Tender Retail's Merchant Connect Multi application using an EMV-Compliant PIN Pad device. (Canada only, EMV compliant)
FLEX
Card payments are processed by the Desjardins network through a special application installed in proprietary EMV-Compliant PIN Pad devices. (Canada only, EMV compliant)
YesPay
Card payments are processed by the YesPay network. (UK and Europe only)
TSYS-Genius
Card payments are processed by the TSYS-Genius EMV payment devices.
Null
The E.F.T. module will not process any credit cards.
Credit cards processing Emulation (All transactions will be accepted)
The Back-Office will emulate card payment processing for demonstration purposes. All transactions will be accepted and no error message will be displayed.
Generic (USA and Canada)
Card payments are processed by an internet-based provider through Datacap's dsiClientX interface. This protocol can use either a direct Internet connection or use Datacap's NETePay software. (US and Canada)
Generic (US)
Card payments are processed by an internet-based provider through Datacap's DSIEMVUS interface. This protocol can use either a direct Internet connection or use Datacap's NETePay software. (US only)
Generic (France)
Your credit cards are processed by the MoneyLine network, with the MoneyLine software running on the Main Back-Office Server (France only).
Euro (connected)
Your credit cards are processed by the MoneyLine network, with the MoneyLine software running on each Workstation, and Maitre'D waits for Remote Validation from MoneyLine software before exiting payment screen (France only).
Euro (connected) - Automatic Validation
Your credit cards are processed by the MoneyLine network, with the MoneyLine software running on each Workstation, but Maitre'D exits payment screen as soon as MoneyLine software acknowledges EFT request (France only).
PC-EFTPOS
Your credit cards are processed by the PC-EFTPOS network (Australia only).
UK & Europe
This protocol is used with the YesPay interface only, for the UK and Europe.
TD / Chase / Global / Moneris
Your credit cards are processed by the Merchant Connect Multi software from Tender Retail, and the clearing house is either TD Bank, Chase-Paymentech, Global Payments or Moneris. (Canada only, EMV compliant)
Desjardins
Your credit cards are processed by the Merchant Connect Multi software from Tender Retail, and the clearing house is Desjardins. (Canada only, EMV compliant)
Tender Retail
Your credit cards are processed by the Merchant Connect Multi software from Tender Retail. (Canada only, NON-EMV).
FLEX
Select this option to use the Desjardins FLEX solution. Available in Canada only.
XML
Select this option to use the generic XML PATT protocol, to be used with most third-party providers.
YesPay
Select this option to use the YesPay Network solution. Available in UK and Europe only.
SecureTablePay
Select this option to use Posera's Secure Table Pay Network solution. Available in U.S. and Canada.
None
No log file is created.
Standard
Standard log level. All operations are logged but in a summary format.
Detailed
Detailed log level. All operations are logged with detailed information.
Debug
Detailed log level with extra information for troubleshooting and investigation purposes.
Before using Electronic Funds Transfer to process card payments, appropriate media types need to be configured in the Point of Sale Control module. The help section below will focus on settings that are specific to media types to be used with the EFT module. For more generic information, please refer to the Point of Sale Control help.
Media Type #1 is reserved for cash.
Media Types #2 through #23 are available for custom payments, such as EFT card payments, gift card redeem, foreign currency, etc.
Media Types #24 through #50 are reserved for internal use by Maitre'D. With the exception of the Media Type description, these should not be altered.
Logon to the Maitre'D Back-Office with appropriate credentials, using distributor or system owner access.
Start the Point of Sale Control module.
Within the Point of Sale Control module, click on the Payments menu and select the Media Types option.
The list of all currently available media types will be displayed.
From the list of Media Types, select an existing media type between #2 and #23 by clicking on it.
With the desired media type highlighted, click the Modify button.
The selected media type's properties will be displayed.
From the list of Media Types, click the Add button.
A new, blank media type will be created and assigned the lowest available ID between 2 and 23 inclusively.
Description
Type in a short but meaningful description for this media type. The description is printed on readings as well as on Maitre'D Back-Office reports. It is also displayed on the POS payment selection screen.
EFT: For EFT card payments, use card brand names, such as Visa, MasterCard, AMEX, etc.
Payment Type
Select from the drop-down list whether this media type is Canadian debit, Cash, Cash card, Charge, External gift certificate, Foreign currency exchange, Frequent diner, Gift certificate, Meal plan, PC-EFTPOS Pre-Auto, PC-EFTPOS Sale or other.
EFT: For EFT card payments, select the Charge option.
Payment Surplus
Select how payment surplus, also called over-tendering, is treated by Maitre'D.
Null: This option is used for card payments in environments where tips are not accepted.
Tip entry: This option is used for card payments where the payment surplus is to be treated as tips.
Change: This option is meant to be used with cash and foreign currency where any payment surplus is to be calculated as change that is returned to the customer. This option can also be used with Gift Cards in certain regions where customers can claim unused balance on gift cards.
EFT: Select the Tip entry option if the establishments accepts tips, or select Null if tips are not allowed. the Change option is not allowed for EFT payments.
Identification
Room Charge
Enter the room identification to be used by the room charge interface. If posting of other payments is allowed in the room charge interface, then all the bills paid using this media will be posted to the hotel interface at the specified room identification. This posting will occur during the end of day operation. If no identification is supplied, then this media will not be sent to the hotel system.
EFT: This setting is only used if a property management system is in use.
Fiscal
Enter the payment type number to use from the Fiscal Printer "Spark" Configuration in Russia.
EFT: This setting is only used if the Russian fiscal printer is in use.
Currency
Exchange Rate
Define here the exchange rate between the current currency and this media. The rate takes into account the difference between the number of decimals used for the two currencies.
Example: To convert 5.00$ to LL8000 you can use -1 as number of decimals with a rate of 1.6 and a monetary sign of " LL ", The rate needs to be 1.6 and not 1600 since there is 3 digits difference in the number of decimals between the currencies
EFT: This option is not used with EFT card payments. Currency exchange is normally handled by the card issuing bank.
Currency Sign
Enter the characters representing the currency sign, followed by the decimal separator character. The currency sign will appear in front of all currency amounts (if you add a minus sign "-"before the currency sign, it will appear after all currency amount), and the separator will show you where the decimals begin.
NOTE: The separator must be present even if not used.
Example:
USA " $. " $4.95 (with number of decimals = 2)
Other " LL " LL4950 (number of decimals = -1)
Other " FF " FF49,5 (number of decimals = 1)
With a negative number of decimals, no decimals will be used because zeroes are appended to the amount.
NOTE: If this setting is not configured, Maitre'D will use the default that is configured in System Configuration / View / Options / Regional Settings.
EFT: Configure as per customer's preference and requirements.
Nb. of Decimals
Enter the amount of decimals to appear in the currency amounts displayed or printed. If there are no decimals but instead there are a number of mandatory zeroes to appear, enter the number of mandatory zeroes as a negative value in this field.
Example:
USA: 2 decimals $9.95
Other: LL9950 decimal = -1
^ Mandatory zero here
NOTE: If this setting is not configured, Maitre'D will use the default that is configured in System Configuration / View / Options / Regional Settings.
EFT: Configure as per customer's preference and requirements.
Media Limit
Minimum
Enter the lowest amount allowed to settle with this media type per transaction. For example, use this for a media type with inherent fees that make it too expensive for the commerce to accept it on small purchases.
EFT: Configure as per customer's preference and requirements.
Maximum
Enter the highest amount allowed to settle with this media type per transaction. For example, use this for a maximum amount determined by the clearing house.
EFT: Configure as per customer's preference and requirements.
