LogoLogo
FrançaisPayFacto homepageContact us
Canada Doc Center
Canada Doc Center
  • TERMINALS
    • Mobile
      • PAX A920
        • Terminal Overview
        • Terminal Setup and Configuration
        • Terminal Activation
        • Terminal Usage
      • PAX A920 Pro
        • Terminal Overview
        • Initial Terminal Configuration
        • Terminal Activation
        • Working with the Terminal
      • A920 / A920 Pro Accessories
        • PAX A920 - A920 Pro Terminal Charging Base Installation Guide
          • Charging Base Overview
          • Charging Base Installation
          • Using the Charging Base
        • PAX A920 Multi-Terminal (5) Charging Base Installation Guide
          • Charging Base Overview
          • Charging Base Installation
          • Using the Charging Base
    • Countertop
      • PAX A80
        • A80 Spec
        • A80 Setup Guide
          • Introduction
          • A80 Terminal Overview
            • Overview
            • Terminal Hardware
            • A80 Communication Ports
          • Terminal Setup and Configuration
            • Installing the Printer Paper
            • Connect the Terminal Cables
            • Configuring the Terminal Display Language
            • Configuring the Terminal Network Connections
            • Configuring the Terminal Ethernet Connection
            • Configuring the Terminal Wi-Fi Connection
          • Terminal Activation
            • Overview
            • Activate Terminal
            • Set Passwords
          • Working with the Terminal
            • Powering the Terminal On or Off
            • Terminal Input Options
            • Replacing the Printer Paper
            • Card Payment Options
        • Accessories
          • Introduction
          • Installing the T Bracket
          • Cable Installation
      • Pax A35 CA
        • Introduction
          • A35 Terminal Overview
          • Terminal Hardware
          • A35 Communication Ports
        • Terminal Setup and Configuration
          • Connect the Multi-Function Cable
          • Power On the Terminal
          • Configure the Terminal Display Language
          • Configuring the Terminal Network Connections
          • Configuring the Terminal Ethernet Connection
          • Configuring the Terminal Wi-Fi Connection
        • Terminal Activation
          • Overview
          • Activate Terminal
          • Set Passwords
        • Terminal Usage
          • Powering the Terminal On or Off
          • Terminal Input Options
          • Card Payment Options
    • Unattended
      • PAX IM30 (Canada Only)
        • Terminal Overview
        • Terminal Setup and Configuration
        • Terminal Activation
        • Terminal Installation and Maintenance
        • Terminal Usage
  • APPLICATIONS
    • Secure Payment
      • Terminal Activation User Guide
      • App to App Module User Guide
        • App to App Application
          • Configuration Settings
          • Transaction Management
          • Configure Tipping Options
          • Configure Cashback Options
          • Configure Printing Options
          • Configure Password Options
          • Help and Training Tools
        • Tasks and How-tos
          • Transaction Workflow
          • Switch to Standalone Mode
          • Gift Card Transactions
      • Gateway Module User Guide
        • Overview - Gateway Module
        • Gateway Application
          • Configuration Settings
          • Connection Settings
          • Transaction Management
          • Configure Tipping Options
          • Configure Cashback Options
          • Configure Printing Options
          • Configure Password Options
          • Help and Training Tools
        • Tasks and How-Tos
          • Full Transaction Workflow
          • Switch to Standalone Mode/Switch Back
          • GiftCard Transactions
      • Payment Standalone Mode
        • Payment Module
        • Transactions
          • Card Sale No Tip/With Tip
          • Debit Sale With Cashback
          • Pre-Authorization/Increment/Completion
          • Reimbursing a Sale
          • Credit Account Verification
          • Force Post
          • Cash Sale
          • Search for a Transaction
          • Process a Settlement
          • Manual Transactions
          • Gift Card Transactions
        • Tipping
        • Cashback
        • Operator Management
        • Passwords
        • Printing Options
        • Terminal Configuration
          • Display language and Theme settings
          • Select Accepted Card Type
          • Application Exit Password
          • Automatic Invoice Numbering
          • Confirmation Screen on Void or Pre-authorization Completion
          • Customer Payment Method Selection
          • Auto Start Secure Payment
          • Terminal Reboot
          • Contactless Transactions
          • Automatic Report Printing
          • Test Network Connection
          • Download Terminal Configuration
        • Reporting
        • Help and Training Tools
      • Application SecurePay Module
        • Overview
        • Requirements
        • STPI Secure Installation
        • Maitre'D Configuration
          • Electronic Funds Transfer Setup
          • Assign a Payment Terminal
          • Main Media Type for SecurePay
          • Media Type mappings
          • Generic Media Type mapping
          • Employee Configurations
        • SecurePay Application
          • Configuration Settings
          • Accessing Configuration Settings
          • Connection Settings
          • Duplicate Transaction Options
          • Table Search Options
          • Split Calculation Options
          • Select POS Type
          • Transaction Management
            • Transaction Management
            • Search for a Transaction
            • Print Detailed Transaction Report
            • Print Batch Summary Report
          • Configure Tipping Options
            • Tipping and Cashback
            • Tipping
            • Cashback
          • Configure Printing Options
            • Enable Transaction Receipt Printing
            • Enable Merchant Transaction Receipt
            • Select Printout Contrast Level
            • Select Which Transactions to Print
            • Reprint a Transaction Receipt
            • Enable Personalized Message on Receipt Footer
            • Configure Personalized Footer Message
            • Edit or Delete Personalized Footer Message
            • Disable Personalized Message on Receipt Footer
            • Disable Merchant Transaction Receipt
            • Disable Transaction Receipt Printing
          • Configure Password Options
            • Passwords
            • Understanding Password Hierarchy
            • Password Requirements
            • Incorrect Password Entries
            • Forgotten Passwords
            • Change Administrator Password
            • Change Merchant Password
            • Password Protection for Functions and Transactions
            • Reimbursement Passwords
            • Sales Transaction Passwords
            • Application Exit Password
          • Help and Training Tools
            • Training Mode
            • Enable Training Mode
            • Disable Training Mode
            • Getting Support
            • Exiting the Application
            • About Secure Payment
        • Payment Process
          • Payment process initiated by the POS
          • Working with Tips
          • Gift Card Transactions
        • Troubleshooting
      • Application SecureTable Module
        • Overview
        • Requirements
        • STPI Secure Installation
          • Installation Process Overview
          • Install Microsoft .NET Framework 3.5 SP1
          • Install Java for Windows
          • Install the STPISecure Client software
          • Activate the STPI Secure License
          • Start the STPI Client for the first time
          • Configure the STPI Client as a Service
        • Maitre'D Configuration
          • Maitre'D Electronic Funds Transfer Module Setup
          • Media Type mappings for SecureTable or SecurePay
          • Generic Media Type mapping for SecureTable or SecurePay
        • SecureTable Application
          • Configuration Settings
          • Accessing Configuration Settings
          • Connection Settings
          • Duplicate Transaction Options
          • Table Search Options
          • Split Calculation Options
          • Select POS Type
          • Transaction Management
            • Transaction Management
            • Search for a Transaction
            • Print Detailed Transaction Report
            • Print Batch Summary Report
          • Configure Tipping Options
            • Tipping and Cashback
            • Tipping
            • Cashback
          • Configure Printing Options
            • Printing Options
            • Enable Transaction Receipt Printing
            • Enable Merchant Transaction Receipt
            • Select Printout Contrast Level
            • Select Which Transactions to Print
            • Reprint a Transaction Receipt
            • Enable Personalized Message on Receipt Footer
            • Configure Personalized Footer Message
            • Edit or Delete Personalized Footer Message
            • Disable Personalized Message on Receipt Footer
            • Disable Merchant Transaction Receipt
            • Disable Transaction Receipt Printing
          • Configure Password Options
            • Passwords
            • Understanding Password Hierarchy
            • Password Requirements
            • Incorrect Password Entries
            • Forgotten Passwords
            • Change Administrator Password
            • Change Merchant Password
            • Password Protection for Functions and Transactions
            • Reimbursement Passwords
            • Sales Transaction Passwords
            • Application Exit Password
          • Help and Training Tools
            • Training Mode
            • Enable Training Mode
            • Disable Training Mode
            • Getting Support
            • Exiting the Application
            • About Secure Payment
        • Payment Process
          • SecureTable Full Transaction Workflow
          • Working with Tips
          • Voids
          • Gift Card Transactions
            • Supported Gift Card Transactions
            • Gift Card Processing Workflow
            • Processing a Sale with Gift Cards
            • Processing a Refund with Gift Cards
        • Tasks and How-tos
          • Task: Add an APN to your Android Payment Terminal
          • Task: Configure Port Forwarding
          • Switch to Standalone Mode
          • Switch Back from Standalone Payment Mode
        • Troubleshooting
          • Microsoft .NET Framework 3.5 is missing
          • Java is missing
    • Payfacto Gift Powered By Freebees
      • Installation and Configuration
      • Standalone Operation
      • Semi-Integrated Operation
      • Integrated Operation
      • Application Management
      • Loyalty and Reward Configuration
      • Gift Card Configuration
      • Card Reader Configuration
      • Application Security
      • Printing
    • PayFacto Gift - DataCandy
      • Introduction
      • Transactions
      • Application Configuration
      • Operator Management
      • Printing
        • Configuring Transaction Printing Options
        • Additional Printing Options
        • Add Personalized Receipt Header
        • Add Personalized Receipt Footer
        • Edit Personalized Messages
        • Deleting Personalized Messages
      • Passwords
        • Understanding Passwords
        • Incorrect Password Entries
        • Forgotten Passwords
        • Change an Operator's Password
        • Change the Administrator Password
        • Password Protection for Transactions
        • Require Password for Manual Gift Card Entry
      • Reporting
  • GENERAL INFORMATION
    • Chargebacks
      • Chargeback Flow
      • Visa Dispute Response Codes (Visa, 2018)
      • Mastercard Dispute Response Codes (Mastercard, 2022)
      • Glossary – Chargebacks
      • Chargebacks FAQ’s
    • Protection Against Fraud
    • Card Brand Network Fee Updates
  • TRAINING
    • Merchant Portal
Powered by GitBook
LogoLogo

Legals

  • Terms & conditions

© 2024 PayFacto, Inc. All rights reserved.

On this page
  • Payment Process Begins
  • Sale Without Tip
  • Sale With Tip
  • Debit Sale with Cashback

Was this helpful?

Export as PDF
  1. APPLICATIONS
  2. Secure Payment
  3. App to App Module User Guide
  4. Tasks and How-tos

Transaction Workflow

PreviousTasks and How-tosNextSwitch to Standalone Mode

Last updated 1 year ago

Was this helpful?

This section describes the general transaction workflow and user experience when making a purchase with a merchant using the Secure Payment application's App to app module.

Payment Process Begins

The merchant will calculate the total amount using a Point of Sale (POS) system or a cash register and enter the total amount on the payment terminal using the third-party application. The third-party application then communicates the total amount to the Secure Payment application's App to app module.

NOTE: Due to the variety of third-party payment applications, no image of this step in the workflow process is included in the documentation.

The next step in the process depends on the type of sale. If the merchant adds any surcharge for debit card transactions (for Canadian merchants only, excluding Quebec), the App to app module applies the associated surcharge to the total amount and requires the customer to confirm the total.

The following sections will describe the workflow without surcharges; the available sale types are:


Sale Without Tip

After the merchant enters the amount on the third-party application, the Secure Payment App to app module displays the total sale amount, at which point the merchant hands the terminal to (or turns it towards) the customer.

  1. The customer inserts, swipes, or taps their payment card.

  2. The terminal displays a processing screen with the payment card brand logo.

  3. After approving (or declining) the payment request, the terminal prints the merchant copy of the transaction receipt and the merchant touches Print receipt to print the customer copy or No receipt if the customer does not want their copy of the transaction receipt.


Sale With Tip

After the merchant enters the amount on the third-party application, the Secure Payment App to app module displays the Add a tip screen, at which point the merchant hands the terminal to (or turns it towards) the customer.

  1. The customer selects one of the preset tip percentages, a custom dollar amount, or a custom percentage (if enabled) or they can touch the No tip button.

  2. After the customer selects the tip amount, the Total Sale screen appears where the customer then inserts, swipes, or taps their payment card.

  3. The terminal displays a processing screen with the payment card brand logo.

  4. After approving (or declining) the payment request, the terminal prints the merchant copy of the transaction receipt and the merchant touches Print receipt to print the customer copy or No receipt if the customer does not want their copy of the transaction receipt.


Debit Sale with Cashback

IMPORTANT! Cashback is only available for debit transactions where clients insert their card into the terminal and enter their PIN. If a client taps a contactless card, the cashback option will not appear.

After the merchant enters the amount on the third-party application, the Secure Payment App to app module displays the total sale amount, at which point the merchant hands the terminal to (or turns it towards) the customer. If the sale includes a tip, the terminal displays the Add a tip screen, where the customer selects the tip to add (or not) before inserting the card into the terminal's chip reader.

  1. The customer selects the account to debit the sale amount from (Chequing or Savings).

  2. The customer selects the amount for cashback.

  3. The customer confirms the total amount (sale plus cashback).

  4. The customer enters their PIN and touches the Confirm button.

  5. The terminal displays a processing screen with the payment card brand logo.

  6. After approving (or declining) the payment request, the terminal prints the merchant copy of the transaction receipt and the merchant touches Print receipt to print the customer copy or No receipt if the customer does not want their copy of the transaction receipt.

Sale Without Tip
Sale With Tip
Debit sale with cashback