Full Transaction Workflow

General Use

General Use of the Gateway Module to Apply Payments

This section will cover the general workflow that users and customers will see when using the Gateway module. The workflow will vary slightly based on the Secure Payment application's Gateway module configuration.

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Payment & POS

Payment process initiated by the POS

With the Gateway module, the payment process is always initiated by the POS system. The Gateway 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 Gateway settings, the tip screen will appear.

When the Tip 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 Gateway 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, the Gateway module 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 the Gateway module and the POS system.

Once this is done, the application will return to its home screen.

The payment workflow with the Gateway module is now complete, and the application is ready to process the next payment.