Payment process initiated by the POS
General use of the SecurePay module to apply payments
This section will cover the general workflow that users and customers will see when using the SecurePay module. The workflow will vary slightly based on the Secure Payment application's SecurePay module configuration.
Payment process initiated by the POS
With the SecurePay module, the payment process is always initiated by the POS system. The SecurePay module cannot be used to initiate a payment directly at the payment terminal.
If you need assistance with the functions of your POS system, please consult the documentation specific to the POS system you are using. Generally speaking, the following operations need to be carried out at the POS before a payment can be applied:
Ring / order sales items.
Print a check.
Select a payment type.
In most POS systems, selecting the payment type that is assigned to card payments will initiate the transaction process on the payment terminal.
Tip Calculation
If the Tip option is enabled in the SecurePay application settings, the tip calculation screen will appear.
When the Tip calculation screen appears, the payment terminal needs to be turned towards the customer. The customer has the following options:
Select one of the pre-configured percentages
Enter a custom dollar amount
Enter a custom percentage
Leave no tip at all
Total sale
This section shows the total amount to be paid.
Add a Tip
In this section, the tip presets configured in the Tip Preset Percentages in SecurePay's settings appear. Each percentage box also indicates the corresponding dollar amount.
Touching a preset automatically adds the selected tip amount to the transaction.
Custom $
Touch the Custom $ button to enter a custom dollar amount as tip instead of using a preset.
Custom %
Touch the Custom % button to enter a custom percentage of tip instead of using a preset.
No tip
Touch this button to skip the tip entry process altogether and leave no tip.
Custom tip amount
The screen below only appears if the customer touches the $ button to enter a custom tip amount.
The customer uses the provided keypad to enter a tip amount, which will make the green CONFIRM button available.
The customer can use the backspace key to correct typing mistakes.
When ready, the customer presses the green CONFIRM button.
NOTE: On devices equipped with a physical keypad, the on-screen keypad will not be displayed. The physical keypad buttons will be used instead.
Custom tip percentage
The screen below only appears if the customer touches the % button to enter a custom tip percentage.
The customer uses the provided keypad to enter a tip percentage, which will make the green CONFIRM button available.
Also note the Tip Amount value is updated in real-time as the customer types the percentage. This is provided so that the customer will immediately know exactly how much will be added to the check as tips, based on the percentage entered.
The customer can use the backspace key to correct typing mistakes.
When ready, the customer presses the green CONFIRM button.
NOTE: On devices equipped with a physical keypad, the on-screen keypad will not be displayed. The physical keypad buttons will be used instead.
Payment
At this point, SecurePay will call the payment application installed on the payment terminal. The prompts that the customer will see will depend on the payment application used and the card type used. For more information on this specific part of the workflow, please consult your payment application's documentation.
Payment posting to POS
After the payment has been authorized by the payment application, the payment data will be sent to the POS system. Note that only non-sensitive data is exchanged between SecurePay and the POS system.
Once this is done, the application will return to its home screen.
The payment workflow with SecurePay is now complete, and the application is ready to process the next payment.
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