Download PDF

Install Java for Windows

The STPISecure Installer, the STPISecure client software for SecureTable and the RTI-SIPA plugin for SecurePay requires the installation of Java for Windows software. This can be downloaded and installed for free from Oracle’s Java website.

Please download and install the latest version of Java for Windows for your specific Windows edition (32-bit or 64-bit).

Overview

Purpose of this document

This document will cover the configuration required to operate the SecureTable module using the Maitre’D direct integration to the STPI client.

SecureTable

The SecureTable module is a universal middleware platform that provides an EMV-Compliant, Pay at the Table (PATT) processing solution that can be connected to a POS (Point of Sale) system. The solution can work in standalone mode as well as integrated to a Point of Sale (POS) system such as Maitre’D, Veloce, Squirrel, Aloha and Micros among other.

“Pull” architecture

The SecureTable module uses a “Pull” architecture. This means that a payment terminal using the SecureTable module can initiate the transaction process by Pulling check data from the POS system. In other words, after the guest checks are printed and handed to customers, there is no need for the server to walk back to the POS workstation to apply payments and close guest checks. All payments, including credit, debit and cash, can be applied at the table side, and checks are closed automatically.

By comparison, a traditional "Push" architecture is a system where the transaction would be initiated from the POS system, and check data pushed to the payment terminal. In a table-service restaurant, this process often required the customers to get up and walk to the POS workstation to insert their payment card and enter their PIN using a tethered payment terminal.

Accurate payment reporting

The integration of the SecureTable module with various POS systems allows the payment terminal to retrieve guest check data from the POS System. After the payment terminal processes a payment, the SecureTable module sends the payment data back to the POS System for reporting purposes. Payment amounts, tip amounts and card brand used are all automatically transmitted to the POS system to allow for accurate reporting.

Compatible with the SecurePay module

The SecureTable and SecurePay modules can both be used on the same POS system. This allows merchants to use any combination of stationary Pay-at-the-Counter terminals and wireless Pay-at-the-Table terminals. The SecureTable and SecurePay modules share a similar user interface which provides a consistent user experience for customers and employees.

Compatibility with third-party payment terminals

If a third-party solution with tethered (wired) payment terminals is already in place and integrated to the POS system, the SecureTable module can still be used without worry. A configurable table-locking or invoice-locking mechanism prevents accidentally accessing guest checks that are being processed by a payment terminal through the SecureTable module. This means that establishments can, for example, use wireless payment terminals with the SecureTable module in the dining room while using tethered payment terminals for the cashier station, bar, pickup counter and drive-through windows.

Full-featured solution through direct integration

With a direct integration, Maitre’D communicates directly with the SecureTable module’s STPI client through a secure socket connection without using drop-files. This allows Maitre’D to take advantage of all the features offered by the SecureTable module, without the limitations imposed by using the former TPI client middleware.

Installation Process Overview

Quick overview

Here is a quick overview of the entire installation and setup process:

Requirements

• Maitre’D Enhanced EFT option.

Software Requirements

• Any supported Windows operating system with all latest updates.

• Java SE Runtime Environment.

• Microsoft .NET Framework 3.5.

• STPI Client software (included with the STPISecure Installer)

Hardware Requirements

• Payment terminal(s) compatible with the Secure Payment application

• 1 Gbps (Gigabit) Ethernet (wired) network or better.

• WiFi network (802.11 ac or better)

• High-Speed Internet connection.

Incorrect Password Entries

If you enter a password incorrectly, the terminal displays an Access refused error message.

Touch the error message to return to the Password field and re-enter the required password.

If you are unable to remember the required password, you can use the Merchant or Administrator password, depending on which password you can't remember. Refer to Understanding Password Hierarchy or Forgotten Passwords for more information on which passwords can "override" others.

Microsoft .NET Framework 3.5 is missing

Issue Description:

While attempting to install STPISecure, an error message is displayed:

STPISecure requires Microsoft .NET Framework 3.5.

Please use Windows Update / Windows Features to install this version, and then re-run the installer.

Solution:

Install Microsoft .NET Framework 3.5 through Windows Update or use the "Turn Windows features on or off" option from Add/Remove programs to enable .NET Framework 3.5.

Once Microsoft .NET Framework 3.5 is installed, retry installing STPISecure.

Connection Settings

The SecureTable module allows you to view the connection settings to your POS system. You can also test the SecureTable module's connection to the STPI server if needed. The connection settings should not be modified unless specifically instructed to do so by PayFacto support. Changing the settings may affect the terminal's ability to communicate with the POS.

To view the terminal's network connection settings:

1. From the main screen, touch the Menu button.

1. Enter the merchant password and touch Confirm.

2. Scroll to the Semi-integrated configuration section and touch SecureTable options.

1. In the Connection section, review the information that appears.

• STPI Connection Address: The address the terminal uses to connect to the STPI server (can be a URL or IP address).

• Test STPI Connection: Touch this button to test the terminal's connection to the STPI server.

• STPI Port Number: The port number the terminal uses when communicating with the STPI server.

1. If you have more than one terminal, repeat steps 1 to 4 for each additional terminal to review the terminal's connection settings.

Activate the STPI Secure License

Purchasing a License

Before a license can be activated, it needs to be purchased and created for you. Please contact the PayFacto Boarding team or your local Sales Representative to purchase a STPISecure license.

STPISecure License File

After you have purchased a STPISecure license, the license file will be sent to you as a text file attachment via e-mail. The e-mail will come from the PayFacto Boarding Team or your local Sales Representative.

Install the License File

1. Save the file from the e-mail to your Windows Desktop. Typically, the file is named something like "Licdefault_12345.txt".

2. Rename the file to "Lic.txt". To achieve this, you can right-click the file and select the Rename option, or select the file and press the F2 key on your keyboard.

1. Move the file to the following folder:

C:\Program Files (x86)\PayFacto\STPISecure\STPIClient\

The license activation process is now complete.

Enable Personalized Message on Receipt Footer

You can add a personalized message at the bottom of every printed transaction receipt. Your message can include business hours, social media coordinates, and more. Your message can contain up to 4 lines with 48 characters (including spaces) per line.

To enable a personalized message at the bottom of your transaction receipts:

1. From the main screen, touch the Menu button.

1. Enter the merchant password and touch Confirm.

2. In the Configure application section, touch Printer options.

3. Scroll to the bottom of the screen to find the Footer section and touch Print footer.

Disable Transaction Receipt Printing

By default, the Secure Payment application's payment module enables the printing on transaction receipts, but you can disable the function if needed.

To disable transaction receipt printing:

1. From the main screen, touch the Menu button.

1. Enter the merchant password and touch Confirm.

2. In the Configure application section, touch Printer options.

3. In the Copies section, slide the Receipt Copy Printouts toggle switch to the left.

Duplicate Transaction Options

When using the SecureTable module, you can choose the terminal's behavior when a communication issue causes a transaction to appear a second time (a duplicate version). By default, the terminal reposts the transaction, but you can choose to disable the duplicate transaction on the terminal.

To set the terminal's duplicate transaction behavior:

1. From the main screen, touch the Menu button.

1. Enter the merchant password and touch Confirm.

2. Scroll to the Semi-integrated configuration section and touch SecureTable options.

1. Scroll to the Duplicate transaction prevention section.

2. Touch the option you wish to use for the terminal:

   • Repost

1. If you have more than one terminal, repeat steps 1 to 5 for each additional terminal to configure the terminal's behavior for duplicate transactions.

Change Merchant Password

As part of your original terminal activation, you set a Merchant password. The Merchant password protects against unauthorized users performing certain operations. You can change the Merchant password whenever you feel it necessary.

To change the terminal's Merchant password:

1. From the main screen, touch the Menu button.

1. Enter the merchant password and touch Confirm.

2. Scroll to the Configure application section.

3. Touch Passwords.

4. Scroll to the Set passwords section.

Understanding Password Hierarchy

The terminal uses passwords for different user levels. The user levels follow a hierarchy, and a “higher” level password can enable a function (or override a password) for a “lower” level user.

For example, an operator can use the Merchant password to enable a password-protected sale, while an Administrator password can unlock functions that require a Merchant password.

The hierarchy of passwords is the following:

Gift Card Processing Workflow

When processing a transaction (sale or refund) using a gift card, the workflow a terminal operator will use depends on the Secure Payment module they are using.

If you are using Secure Payment's Gateway module, the gift card is recognized as soon as the operator swipes the card and the appropriate gift card application is launched (DataCandy or Freebees).

If you are using any other Secure Payment module (App to App, SecurePay, SecureTable, or Standalone Payment), the operator (or customer) must indicate that the card being used is a gift card by tapping the Gift card button.

If the terminal operator or customer do not tap the Gift card button before swiping the card, the terminal displays a screen asking if a gift card is being used.

When you tap the Gift card button or answer Yes to the gift card question, the Secure Payment application launches the appropriate gift card application (DataCandy or Freebees) to process the sale or refund. When the gift card transaction is complete, the terminal returns to the Secure Payment application.

Training Mode

The terminal has a training mode that allows users to process transactions in a simulated environment allowing them to learn and understand the terminal’s various functions. When in training mode, the terminal does not communicate with the server, and it functions even when the terminal has no network connection. The available options for training mode are:

• Enable Training Mode

Getting Support

The Secure Payment application offers 24/7 customer and technical support.

To access the support menu:

1. From the main screen, touch the Menu button.

1. Enter the merchant password and touch Confirm.

2. Scroll to the Help & training tools section.

3. Touch Support.

4. The Support screen displays the available support options.

Switch Back from Standalone Payment Mode

If you switched from using the SecureTable module to Secure Payment's standalone payment mode, you need to switch back when the communication issue with the POS is resolved.

To switch from standalone payment mode back to SecureTable:

1. From the standalone payment main screen, touch the Settings button.

1. Enter the merchant password and touch Confirm.

2. Scroll to the Semi-integrated configuration section and touch Pay with SecureTable.

The terminal returns to the SecureTable main screen

1. If you have more than one terminal, repeat steps 1 to 3 for each additional terminal where you want to switch back from standalone payment mode.

Accessing Configuration Settings

To access the SecureTable module's configuration settings:

1. From the SecureTable home screen, touch the menu icon at the top-left corner of the screen.

2. Enter the merchant password and touch the Confirm button. The Settings page appears.

Install Microsoft .NET Framework 3.5 SP1

The .NET Framework (pronounced as "dot net") is a software framework developed by Microsoft that runs primarily on Microsoft Windows. Microsoft .NET Framework version 3.5 Service Pack 1 is required before the STPISecure installer can be used to install the STPISecure client or other components, such as the RTI-SIPA plugin.

Split Calculation Options

When using the SecureTable module, servers can split the bill for a table in equal or unequal parts. By default, the SecurePayment module is configured to only split checks for card payments, but you can enable cash as an option when splitting checks.

Select Printout Contrast Level

The payment terminals use thermal paper to print the transaction receipts. You can adjust the level of contrast for the transaction receipts if they are difficult to read. If you have a mobile or portable payment terminal, the contrast level can affect battery usage.

The following table shows examples of each printout contrast level:

Topics that are included:

Topics that are included:

Select POS Type

When working with the SecureTable module, you can select the POS type the terminal communicates with. You should not need to change the POS type if your system was working properly with its initial configuration, but you may need to make a change if you install a new POS or if directed by a PayFacto support agent.

Table Search Options

When using the SecureTable module, you terminal operators can search for the correct bill using multiple search parameters. The available search parameters include:

• Search by table number: Use an assigned table number to find the bill(s) associated to the table.

Search for a Transaction

You can search for transactions on the terminal to view the details about one or more transactions. If you have multiple terminals operating under the same merchant ID (MID), all transactions from all terminals appear in the list with the most recent transaction at the top of the list. You can search for transactions in the current (open) batch as well as from previous batches.

Sales Transaction Passwords

By default, less commonly used sales transactions (cash sale, force post, and swiping the payment card) require the Merchant password before they can be processed. You can choose whether or not to require the Merchant password, depending on your preference.

Supported Gift Card Transactions

The Secure Payment application currently supports two types of gift card transactions: purchases and refunds. When making a purchase with a gift card, the Secure Payment application launches the appropriate gift card application (DataCandy of Freebees) to redeem the amount of the sale from the gift card's balance. When issuing a refund, the Secure Payment application launches the gift card application and increments the amount to be refunded onto the gift card's balance. Please refer to the following topics for how to process the supported gift card transactions:

Transaction Management

When using the Secure Payment application, it is helpful to have a list of processed transactions to ensure your bookkeeping is aligned with your business' sales. The terminal can print transaction reports, allowing you to view either detailed or summary information on the transactions and transaction types in the current batch, if your business uses multiple terminals, you need to print reports on those terminals to view their reports.

Detailed reports display a list of every transaction in the current batch, including date, time, transaction type, payment method, invoice number, and amount. Summary reports group the transactions by card type, displaying the total sales, and the number of transactions.

The terminal’s printer (built-in or external) can print transaction reports for the current batch. For reconciliation purposes, you may want to print a report prior to the automated settlement, but it is not a requirement. Printing reports is meant to assist with your bookkeeping.

When you enable training mode, the terminal does not process any actual transactions and has no communication with any other device, everything occurs on the terminal.

To enable training mode:

Print Batch Summary Report

The summary report for the current batch of transactions allows you to see the totals for each payment method used, including sales, refunds, tips, cashbacks, and fees. You may want to print the summary report to reconcile transactions by payment type as part of your bookkeeping prior to processing the current batch.

Enable Transaction Receipt Printing

If your terminal is equipped with (or connects to) a printer, you can print transaction receipts after the transaction is confirmed. By default, the Secure Payment application's payment module enables the printing on transaction receipts, but you can adjust the setting if needed.

Processing Gift Cards

If your business uses gift cards as a payment option, your terminal includes an application to process gift card transactions. When working with Secure Payment, gift card transactions are supported when you identify that the payment method is a gift card or the terminal detects that the card used is not a credit or debit card.

For more information on working with gift cards in the Secure Payment application, please refer to the following topics:

Passwords

The Secure Payment application's payment module allows you to assign passwords to protect the terminal from unauthorized use. All terminal passwords are 6 numeric (numbers only) characters in length to provide security without slowing down the overall time it takes to process a transaction.

The terminal has 3 types of user passwords:

• Administrator (Admin): Configured during initial terminal activation

Reimbursement Passwords

As a security measure, the Secure Payment application requires a password before processing reimbursement transactions. You can choose which password to require (Admin or Merchant) or you can disable passwords for reimbursements, depending on your preference. By default, refunds require the Admin password and voids require the Merchant password.

Print Detailed Transaction Report

The detailed report for the current batch of transactions lists each individual transaction’s details. You may want to print the detailed transaction in order to have a printed copy of the transactions prior to processing the the current batch. Printing a detailed report allows you to reconcile each transaction as part of your bookkeeping.

Printing Options

If your terminal has a built-in printer, or connects to an external printer, there are several printing options you can configure that determine when a transaction receipt gets printed, as well as the receipt's appearance.

If your terminal is equipped with a printer, you can adjust the printer settings to suit your business needs. The available printing options are:

Password Requirements

When setting passwords on your payment terminal, you must respect the following parameters:

• Passwords must be 6 characters long

Disable Training Mode

When you enable training mode, the terminal is unable to process any transactions. To resume transaction processing, you need to disable training mode.

To disable training mode:

Configuration Settings

The Secure Payment application's SecureTable module has multiple configurable features and functions. The features and functions apply to all Secure Payment modules you may use, including standalone Payment, SecurePay, Gateway (GID), and Gift Cards.

For the SecureTable module, the feature you will most likely need to configure is tipping, but you can access the following configuration menus:

• Application Configuration

Tipping and Cashback

You can configure your terminal to add a tip to the total sale. You can also configure cashback options for debit transactions (if supported). The topics covered in this section include:

Tipping

Cashback

Disable Merchant Transaction Receipt

If you previously enabled the printing of merchant transaction receipts and you no longer want or need them, you can quickly disable the function.

To disable the printing of the merchant copy of the transaction receipt:

1. From the main screen, touch the Menu button.

1. Enter the merchant password and touch Confirm.

2. In the Configure application section, touch Printer options.

3. In the Copies section, slide the Merchant Copy Printouts toggle switch to the left.

Reprint a Transaction Receipt

If a transaction receipt is lost or damaged, you can print a duplicate copy of the receipt.

To reprint a transaction receipt:

1. From the main screen, touch the Menu button.

1. Enter the merchant password and touch Confirm.

2. In the Transaction management section, touch Transaction History.

3. Scroll to or search for the desired transaction to reprint.

1. Touch the desired transaction to display the details.

2. Touch Reprint.

3. In the Reprint screen, touch the button for the transaction receipt you want to reprint:

SecureTable supports voids initiated by the POS system. To be able to use this feature, the POS system must support it as well.

Void Sale

The Void Sale operation consists in cancelling a sale transaction that was carried out in the current transaction batch. With this operation, the funds are returned to the customer.

1. Initiate the void from the POS system. The POS system should tell you which Terminal ID was used in the original transaction, as well as the original check or invoice number. The information should be available either on-screen or on a printed coupon.

2. Locate the payment terminal with the appropriate Terminal ID (TID). On the SecureTable application, the terminal ID (TID) appears at the bottom of the home screen and consists of 8 digits.

3. Logon to SecureTable with your employee number. There is no need to enter a table or check number, so simply touch OK without entering anything if prompted for those.

1. Locate the box that represents the transaction you wish to void and touch it. If multiple pending voids are listed, use the invoice (check) number or reference number to locate the one you wish to process. Touch the VOID button to initiate the process.

2. The payment application will display the transaction details. Verify that this is indeed the transaction you wish to void, then:

   a. touch the CONFIRM button to proceed, or;

   b. Touch the BACK button to return to SecureTable. (This will return to the SecureTable Home Screen.)

3. At this point, whether the customer will need to manipulate the payment terminal depends on the type of card used for the original payment.

A sales transaction paid for with a gift card is very similar to a regular sale paid for with a credit or debit card. The only difference is that you need to confirm that the card being used to pay is a gift card. The following procedure describes how to process a sale using a gift card.

To process a sale using a gift card:

1. Begin your sale as you would normally, based on the Secure Payment module you are using:

   • App to app: enter the sale amount on the 3rd party terminal application.

   • Gateway: enter the sale amount on the POS to initiate the Secure Payment application on the terminal.

   • SecurePay: enter the sale on the POS to initiate the payment on the terminal.

   • SecureTable: enter the sale on the POS and then retrieve the bill when you've arrived at the table with the payment terminal.

   • Standalone payment: enter the sale amount on the terminal and touch OK.

2. On the Total Sale screen, touch the Gift card button; if the payment process includes a tip, select the tip and then touch the Gift card button on the Total Sale screen.

If neither the operator nor customer touch the Gift card button before swiping the card, the terminal will present the following screen:

Tap Yes to continue the transaction using a gift card or No to return to the Total Sale screen to use a credit or debit card.

1. The Secure Payment application then launches the required gift card processing application (DataCandy or Freebees) to complete the transaction and print the transaction receipt.

2. When the gift card sale is complete, the terminal leaves the gift card application and returns to the main Secure Payment application screen.

Enable Merchant Transaction Receipt

When you enable the printing of transaction receipts, the customer receipt is always available to print, but you can choose whether to print the merchant copy or not. Printing the merchant copy for each transaction allows you to reconcile your individual transactions with the batch processing and the transaction reports.

To enable the printing of the merchant copy of the transaction receipt:

1. From the main screen, touch the Menu button.

1. Enter the merchant password and touch Confirm.

2. In the Configure application section, touch Printer options.

3. In the Copies section, slide the Merchant Copy Printouts toggle switch to the right if it isn't already enabled.

Edit or Delete Personalized Footer Message

When using a personalized message on your transaction receipt footers, you may want to change or delete some of the message. You can easily adjust the footer text whenever you need.

To edit or delete a personalized message at the bottom of your transaction receipts:

1. From the main screen, touch the Menu button.

1. Enter the merchant password and touch Confirm.

2. In the Configure application section, touch Printer options.

3. Scroll to the bottom of the screen to find the Footer section and touch Print footer. The Footer option screen appears.

1. If you have more than one terminal, repeat steps 1 to 6 for each additional terminal where you want to change the personalized message at the bottom of the transaction receipts.

Disable Personalized Message on Receipt Footer

If you enabled a personalized message at the bottom of every printed transaction receipt, but you no longer want to use any message on the footer, you can easily disable footer message printing.

To disable a personalized message at the bottom of your transaction receipts:

1. From the main screen, touch the Menu button.

1. Enter the merchant password and touch Confirm.

2. In the Configure application section, touch Printer options.

3. Scroll to the bottom of the screen to find the Footer section and touch Print footer.

The Secure Payment application's payment module includes tools for training and user assistance.These include:

A refund for a transaction originally paid for with a gift card is very similar to a regular credit or debit card refund. The only difference is that you need to confirm that the card being used to pay is a gift card. The following procedure describes how to process a refund using a gift card.

To process a refund for a sale that used a gift card:

1. Begin your refund as you would normally, based on the Secure Payment module you are using:

   • App to app: select the refund transaction and enter the refund amount on the 3rd party terminal application.

   • Gateway: enter the refund amount on the POS to initiate the Secure Payment application on the terminal.

   • SecurePay: enter the refund on the POS to initiate the payment on the terminal.

   • SecureTable: enter the refund on the POS and then retrieve the bill when you've arrived at the table with the payment terminal.

   • Standalone payment: select the refund transaction from the Operations menu and enter the refund amount on the terminal and touch OK.

2. On the Refund screen, touch the Gift card button.

If neither the operator nor customer touch the Gift card button before swiping the card, the terminal will present the following screen:

Tap Yes to continue the refund transaction.

1. The Secure Payment application then launches the required gift card processing application (DataCandy or Freebees) to refund (increment) the sale amount to the gift card balance and print the transaction receipt.

2. When the gift card refund is complete, the terminal leaves the gift card application and returns to the main Secure Payment application screen.

Exiting the Application

Should you need to leave the Secure Payment application, there are two methods available:

• Using the Android Back button

• Using the Exit menu from the Settings page

To exit the application using the Android Back button:

1. From the main screen, touch the Android system Back button, found on the bottom left third of the screen.

1. Enter the merchant password and touch Confirm.

To exit the application using the Exit menu on the Settings page:

1. From the main screen, touch the Menu button.

1. Enter the merchant password and touch Confirm.

2. Scroll to the Help & training tools section.

3. Touch Exit.

1. Touch the Confirm button to exit the application.

When you enable printing a personalized message on your transaction receipt footers, you need to configure the message by entering it on one of the four (4) available lines on the receipt footer.

To configure a personalized message at the bottom of your transaction receipts:

1. From the main screen, touch the Menu button.

1. Enter the merchant password and touch Confirm.

2. In the Configure application section, touch Printer options.

3. Scroll to the bottom of the screen to find the Footer section and touch Print footer.

Application Exit Password

By default, the Secure Payment application's payment module requires the Merchant password before you can exit. You can choose whether or not to require the Merchant password, depending on your preference.

To enable or disable the Merchant password before exiting:

1. From the main screen, touch the Menu button.

1. Enter the merchant password and touch Confirm.

2. Scroll to the Configure application section.

3. Touch Terminal options.

4. Scroll to the General section.

1. Disable the use of the Merchant password before closing the payment module by toggling the Ask password on exit switch to the left.

1. If you have more than one terminal, repeat steps 1 to 7 for each additional terminal where you want to set whether or not to use the Merchant password before exiting the application.

Topics included here:

Issue Description:

While attempting to install STPISecure, an error message is displayed:

STPISecure requires Java version 1.8 or newer.

Please install this separately and then re-run the installer.

Solution:

Download and install Java from the Oracle website:

Once Java is installed on your system, retry installing STPISecure.

Configure the STPI Client as a Service

This step is required to have the STPISecure client start automatically when Windows starts, and have it run silently in the background.

Switch to Standalone Mode

If you experience issues with the POS communicating with the payment terminal, you can temporarily switch from using the SecureTable module to Secure Payment's standalone payment mode. This mode allows you to process transactions directly on the terminal.

Change Administrator Password

As part of your original terminal activation, you set an Administrator password. The Administrator password provides access to advanced terminal functions and can also enable password-protected operations. You can change the Administrator password whenever you feel it necessary.

Maitre'D Electronic Funds Transfer Module Setup

Verify the Maitre’D license

Make sure that the Maitre’D Electronic Funds Transfer Interface and Enhanced EFT options are included on the Maitre’D license. To confirm this, simply logon to the Maitre’D Back-Office using appropriate credentials, click on the File menu and select the Licenses option.

This will bring up the license’s properties. Two options are required for SecureTable to operate properly:

• Interface Electronic Fund Transfer.

• Enhanced EFT.

If any of these two options are missing, they will need to be purchased before you can use SecureTable. Please contact your local sales representative.

Electronic Funds Transfer (EFT) Interface setup

1. Start the Electronic Funds Transfer Module.

1. Click the View menu, and select Options…

1. The Configuration screen opens on the Interface branch.

1. The settings from the Interface, Identification, Operation, Receipt, Payment Device Tip Suggestion, Remote Payment Device and Home Page branches don't have any effect on the operation of SecureTable. Please make sure not to change or remove any settings found in these pages, as these could affect the operation of tethered payment terminals.

1. Click on the Pay at the Table branch.

Pay at the table

Enable this option to activate Pay at the Table (PATT) functionality.

PATT Protocol

Select the SecureTablePay protocol.

Log Level

Select the desired log level for the Pay at the Table interface. Available choices are:

• None: No log file is created.

• Standard: Standard log level. All operations are logged 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.

TCP Port

Type in the TCP Port number used by the STPI Secure client.

Send Invoices

Disabled. This option is not available because it is not compatible with the SecureTablePay protocol.

Get Invoice Status

Disabled. This option is not available because it is not compatible with the SecureTablePay protocol.

Partial Invoice Number

Enable this option to allow the payment terminal to retrieve checks by entering only the last 4 digits of the check number. If this option is disabled, the full check number will be required to retrieve checks.

Validate Employee

Enable this option to force the validation of the employee number entered at the payment terminal. With this option enabled, only the employee who owns the table associated with the printed check will be able to access that check from the payment terminal. If this option is disabled, any employee will be able to access any checks from the payment terminal.

Locking mode

Select the locking mode that will be used when accessing checks from the payment terminal. Two locking modes are available:

Table Locking

Select the table locking mode to lock the entire table as soon as a check is accessed by a payment terminal with SecureTable. For example, if you have 4 printed checks on Table #99, accessing any check from table #99 from a payment terminal with SecureTable will lock all checks from table #99. This prevents any of these checks from being accessed by other payment terminals or POS workstations.

Invoice Locking

Select the invoice locking option to lock only the check being accessed, without locking the entire table. This allows other checks on a given table to be closed simultaneously with other payment terminals or from POS workstations.

Shared Folder

This option is not available because it is not compatible with the SecureTablePay protocol.

1. Click OK to save changes and close the options window.

Note on locking (Table locking or invoice locking)

As soon as a table or invoice is accessed from a payment terminal with SecureTable, it is locked. This is done to prevent accidental double payment or double processing of invoices. While it is possible to override table or invoice locking, it is not recommended to do so. Unlocking a table or invoice in the middle of it being processed can cause invoices to remain open after being paid and discrepancies in reporting.

Install the STPISecure Client software

The following instructions describes the installation and configuration process for the POS System.

STPI Secure installation

1. Locate the STPISecureX.X.X.X.exe file, then right-click the file and select Run as administrator.

1. You may see a UAC prompt. Click Yes.

1. Please read the End-User Licence Agreement. If you agree with the terms, select I accept the agreement and click Next>.

1. Select the installation destination for STPISecure files. Accept the default path by clicking Next>.

1. Select the components you wish to install and click Next>. A brief description of each available component is provided below. Install only what you need.

STPI Client v2.x.x.x

This component is required to use the SecureTable application with wireless payment terminals in a table service environment, with a POS system like Maitre'D, Veloce and others. It can be installed alone or alongside RTI-SIPA v1.xx.x.x if a combination of Wireless PATT terminals and fixed terminals are used.

TPI Client v1.x.x

This component is only required with older versions of Maitre'D, such as 7.05.x.x. Do NOT install this component with newer versions of Maitre'D.

Client InstallAsService Guide

This component is optional and copies documents to the install folder with instructions on how to setup various clients as services.

MTI v2.30

This component is required for the Micros POS system only.

TPixel Client v1.0.12

This component is required for the Pixel Point POS system only.

TPosi Client v1.1.0

This component is required for the Positouch POS system only.

VirtualTerminal v1.0.1

This is an optional component that allows for the software to be tested and demonstrated.

RTI-SIPA v1.xx.x.x

This component installs the Retail Terminal Interface for Semi-Integrated Payment Application (RTI-SIPA) plugin files for use with the SecurePay application. This component needs to be installed on the POS system's main Back-Office PC as well as on all POS workstations that will manage a payment terminal. It can be installed alone or alongside STPI Client v2.x.x.x if a combination of Wireless PATT terminals and fixed terminals are used.

1. Select the option and click Next>.

1. The setup wizard is now ready to begin the automated installation process. Review your settings and click the Install button.

1. You will see various progress bars during the installation process. This could take a few minutes.

a. During the installation, you could see the installation of required components like Microsoft C++ 2008 Redistributables. This will only appear if the component is missing from your system. Otherwise, you will not see this.

b. Select I have read and accept the license terms and click Install.

c. A progress bar will be displayed during the installation process.

d. When the process completes, a confirmation will appear. Click Finish.

1. Once the installation completes, you will see the screen pictured below. Click the Finish button.

This completes the installation process for the STPISecure Client software.

Working with Tips

Being specifically designed for fine dining and delivery transactions, tip management is an integral part of SecureTable. This section focuses on the various options available in SecureTable to facilitate tip management.

Tip options are found in SecureTable's advanced settings. Here is a summary of available tip options:

Tip processing

Enable this option to have the SecureTable application prompt for tip entry. Disable this option to prevent tip entry. Disabling this option will also hide all the tip-related options below.

Percentage presets

Configure preset tip percentages that the customer will see when prompted for tip. 3 presets can be configured. If you do not wish to use all of them, you can configure a preset to 0% which will hide that button from the customer.

Tip presets text size

Select the text size used to display preset tip percentages. Available choices are Normal, Large, and Very Large.

Tip Threshold

Enter the maximum allowed tip percentage. Any tip amount that exceeds this percentage will require the settings password to be entered. Setting the percentage to 0% disables the tip threshold validation.

Manual percentage input

Enable this option to have the SecureTable module add a button allowing the customer to enter a tip percentage manually.

Tip Presets

Tip presets are used to simplify and speed up the tipping process by allowing customers to select between pre-configured tip percentages that are commonly used. Any percentage can be configured, but they need to be realistic for the market in which the terminal is used.

• Up to 3 tip presets can be configured

• Presets configured at 0% are not displayed

• The space used by each preset button is automatically adjusted to fit the width of the screen, as demonstrated in screenshots below

One tip preset

Two tip presets

Three tip presets

0

No tip presets

Tip Preset Text Size

The Tip Preset Text Size drop-down allows you to change the font size used to display percentages and amounts in each tip preset. The screenshots below illustrate each available size.

Normal

Large

Very Large

Tip Threshold

The Tip Threshold is a control measure to prevent accidental over-tipping. If the tip amount exceeds the set threshold, SecureTable will request the administrator password before applying the tip.

Tip amount is higher than 50% threshold

Manager code is requested after touching the CONFIRM button

Screenshot manager password

In this task, we will configure Port Forwarding on a router/firewall device to allow SecureTable to communicate with the POS system through the STPI Client while delivery drivers are on their delivery routes. The device used in this tutorial is an Asus RT-AC66U B1 wireless router and firewall. While the exact settings and menus will differ between models and manufacturers, the general principles are the same.

Corporate Networks

If your restaurant's network is managed by a larger entity, such as a franchise head office or a network administrator, please communicate with them to inquire about setting up port forwarding. you can also provide your network administrator with the instructions below. They should be able to adapt them to your needs.

Enable Cashback

If you want to offer your customers the ability to withdraw cash in addition to their purchase, you can do so for debit card transactions only. By default, cashback is disabled on the terminal.

To enable cashback for a debit sale:

1. From the main screen, touch the Menu button.

1. Enter the merchant password and touch Confirm.

2. Scroll to the Configure application section.

3. Touch Terminal options.

4. Scroll to the Cashback

Preset Cashback Amount

When you enable cashback for a debit transaction, the terminal automatically displays three preset values (defaults are $20, $40, and $60) as options to the customer. The customer can touch one of the preset values or manually enter an amount for cashback.

To view the preset cashback amounts:

1. From the main screen, touch the Menu button.

1. Enter the merchant password and touch Confirm.

2. Scroll to the Configure application section.

3. Touch Terminal options.

4. Scroll to the Cashback

Change a Preset Cashback Amount

When you enable cashback for debit transactions, the terminal automatically offers preset cashback values to the customer. By default, the preset amounts are set to 20, 40, and 60, but you can easily change one or more of these values as needed.

To change a preset cashback amount:

1. From the main screen, touch the Menu button.

1. Enter the merchant password and touch Confirm.

2. Scroll to the Configure application section.

3. Touch Terminal options.

4. Scroll to the Cashback

Require Customer Signature for Cashback

As a security measure, you can require customers receiving any cashback amount to confirm they received the cash by signing on the merchant copy of the transaction receipt. By default, this feature is disabled.

When you enable this function, the terminal prints a signature line on the transaction receipt where the customer can sign as proof that they received the requested cashback amount.

To enable or disable the signature line for cashback transactions:

1. From the main screen, touch the Menu button.

1. Enter the merchant password and touch Confirm.

2. In the Configure application section, touch Printer options.

3. In the Printing receipts section, scroll to the Cashback print Signature Line and slide the toggle switch to the right. To disable the printing of the signature line on the transaction receipt, slide the toggle switch to the left.

Disable Cashback

By default, cashback is disabled on the terminal. If you've enabled cashback, you can easily disable the function if needed.

To disable cashback for a debit sale:

1. From the main screen, touch the Menu button.

1. Enter the merchant password and touch Confirm.

2. Scroll to the Configure application section.

3. Touch Terminal options.

4. Scroll to the Cashback

Media Type mappings for SecureTable or SecurePay

Before you begin

In order to get accurate reporting data with SecureTable or SecurePay, media types known as mappings need to be created for each card brand that will be accepted by the merchant. Before beginning, gather information on all the card brands and payment types that are accepted at the restaurant. Obtain this information from the restaurant owner and managers, and from the restaurant’s credit card processor.

Creating mappings for each card brand

1. Start the Point of Sale Control Module.
2. Click the Payments menu, and select the Media Types… option.

1. The list of all current media types will be displayed. Click the Add button.

1. A blank Media Type window will open directly on the Media Type branch. Configure according to the information below:

Media Type ID #

The Media Type ID number is automatically determined by Maitre’D when the Media Type is created. Maitre’D will always use the lowest available number between #2 and #23 inclusively.

Description

Enter a meaningful description for this media type. This should generally be a card brand name such as Visa, MasterCard, AMEX, etc. This description will be shown on customer receipts and media reports.

Payment Type

Select the Charge option from the drop-down list.

Payment Surplus

• Select Tip Entry if the merchant accepts tips for servers.

• Select NULL if the merchant does not accept tips.

Configure remaining options per the merchant’s needs and preferences.

1. Click on the Option branch.

Print Receipt (Optional)

Enable this option to allow for a receipt to be printed after the transaction has been processed.

Check on Receipt (Optional)

Enable this option to have the detailed check print on the receipt.

Folio

Disabled. This option needs to be disabled for cards to be read properly.

Keyboard Input

Disabled. This option cannot be used since the Folio option above also needs to be disabled.

Included in Report

Enable this option so that this media type is shown in Back-Office reports (Recommended). Disabling this option will cause this media type to be hidden in the reports (NOT recommended).

Open Drawer (Optional)

Enable this option to make the cash drawer open when this media type is used.

Configure remaining options per the merchant’s needs and preferences.

1. Click on the Card Property branch.

EFT Category

Set this drop-down list to whichever card brand that needs to be mapped to this media type.

Type

This drop-down list is used to determine the type of payment for the purpose of Sales Recording Modules and fiscal printers. The available settings are described below.

Cash

Select the Cash option for the default cash payment and any other payment involving cash, such as foreign currencies.

Credit

Select this option for all credit card payments.

Debit

Select this option for U.S. Debit and Canadian debit (Interac) payments.

Other

Select this option for all payments which do not fall in any of the above categories. Gift card purchases and Gift Card redeem are common examples of media types where Other needs to be selected.

Discount Rate

This option is not supported with EMV protocols and semi-integrated protocols like SecureTable or SecurePay. Leave this value at 0.00.

Tips Credit Fees

Enter the percentage of tips paid to the waiters that will be withheld to cover for fees charged by payment processors. If you do not wish to use this feature, leave it at 0.00.

Electronic Funds Transfer

Enable this option. This option needs to be enabled to block operations that are not compatible with EMV payments, such as Cancel/Reopen Check.

Hide Card Number

This option automatically becomes enabled when Electronic Funds Transfer is enabled. Leave it enabled.

Show on Merchant Copy

Disable this option. This option was used by older, non-integrated protocols and caused the credit card number to be printed on the merchant copy of EFT transaction records. This option has no effect with any Electronic Funds Transfer protocol, semi-integrated protocols, SecureTable or SecurePay.

Credit Only

This option is not usable (grayed-out) with most EFT protocols. It is only used with the Datacap - DSIEMVUS semi-integrated protocols to allow Pre-Authorization and PreAuth Capture with select processors that support this feature.

Validation

Disable this option. Validation is only used with fully integrated EFT protocols and has no effect with semi-integrated protocols such as SecureTable or SecurePay.

Expiration

Disable this option. This option automatically becomes enabled when Electronic Funds Transfer is enabled. Make sure to DISABLE it. Otherwise, the POS will request the credit card’s expiration date, which will slow down your operations. This information is already checked by the payment terminal and does not need to be re-validated by the POS.

Debit Card

• Enable this option if you are creating a mapping for U.S. Debit or Canadian Debit (Interac).

• Disable this option for credit card brand mappings (Visa, Mastercard, American Express, Discover, etc.).

Card Validation

All the options in this section must be cleared. Make sure to clear the Custom Card checkbox as well as all the fields in the Card Validation section.

1. Click OK to save changes. The new media type will appear in the list.

1. Repeat the previous steps until all required mappings are created. At the end of the process, you should have one mapping for each card brand that is accepted by the merchant.

Task: Add an APN to your Android Payment Terminal

What is an APN?

An Access Point Name (APN) is the name of a gateway between a GSM, GPRS, 3G or 4G/LTE mobile network and another computer network, frequently the public Internet. In simple terms, an APN is required for your mobile device to be able to access the Internet through the carrier's mobile network.

Most mobile devices (phones, tablets, etc.) supplied by common carriers come with the carrier's APN pre-configured, so most users don't need to worry about manually configuring an APN.

However, mobile devices provided by PayFacto are carrier-agnostic, so they can connect to your carrier of choice to access GSM, GPRS, 3G or 4G/LTE mobile networks for mobile payment processing. For this reason, the APN can't be configured in advance and therefore needs to be configured manually.

Before you begin

Before configuring an APN on your Android terminal, be sure to have a SIM card installed in your terminal. Please review the documentation specific to your terminal model to learn how to install a SIM card.

Access Android APN Settings

1. Exit any payment application that may be running on the terminal. You should now see the home screen of your terminal.

2. Touch the settings app icon to access the device's settings.

3. A password prompt will appear. Enter the device's password and touch the OK button.

1. In the Wireless & Networks section, touch the More... option.

2. Touch Cellular Networks.

3. Touch Access Point Names.

4. The first time you access this setting, the list of APN's should be empty. Touch the "+" sign at the very top of the list to add a new entry.

Test your APN

To make sure that your APN and SIM card work properly, they need to be tested. Unfortunately, payment terminals don't have browsers which would allow for a quick and easy test, but here's a workaround:

Disable WiFi

Disabling WiFi will ensure that you are testing Internet connectivity through the mobile network only.

From the Home screen, swipe twice from the very top of the screen. This will show some quick settings for the terminal. Touch the Wi-Fi icon to disable your Wi-Fi connection.

Enable cellular data

While still in the settings screen, touch the Cellular Data icon. Then, make sure that the Cellular Data option is enabled.

Start the PAX Store

Since the PAX Store requires Internet connectivity to allow you to download applications, you can use it to tell if your APN and SIM card are working properly.

Start the PAXSTORE by touching its icon on the home screen.

Once in the PAXSTORE, touch "All" near the top of the screen.

APN and cellular data working correctly

If the APN is correctly configured and that Internet access is working properly through the mobile network, you will see a list of applications that can be downloaded and installed:

Internet access not working

If the APN is not configured correctly or if there is an issue with Internet connectivity through the mobile network, you will see a message saying "Network Unavailable" briefly displayed on the screen. Instead of the applications list, you will see a "Click to refresh" message and an empty box icon.

If Internet access is not working, please review your APN settings and try restarting your terminal. If Internet access through mobile networks still doesn't work, please call the PayFacto help desk or your mobile network carrier for assistance.

Re-enable WiFi

Now that Internet access through the mobile network is tested, don't forget to re-enable WiFi to keep data usage from the mobile network at a minimum.

Start the STPI Client for the first time

Generic Media Type mapping for SecureTable or SecurePay

Before you begin

This configuration is optional for most merchants. Before proceeding, make sure that individual media type mappings are created for each accepted card brand.

General use of the SecureTable module to apply payments

This section will cover the general workflow that users and customers will see when using the SecureTable module. The workflow will vary slightly based on the Secure Payment application's SecureTable module configuration. The workflow steps that are user-configurable are also optional and can be skipped during the transaction process. Those will be indicated as such below.

Before starting a transaction

Before starting a transaction using a payment terminal with the SecureTable module, at least one check must be printed from the POS system. The SecureTable module can also work with split checks as well a tables with multiple checks. Open tables without printed checks cannot be accessed by the SecureTable module.

Transaction workflow

The workflow will vary based on the SecureTable module's application settings. This section covers all possible configurations. Here are quick links to each step of the workflow:

1. (Start)

Home Screen

The transaction workflow always starts from the SecureTable home screen. To start, simply press the ENTER button.

Enter Server Number (mandatory)

Enter the Server, Clerk or employee number and press the OK button in the lower-right corner of the screen. The server number is mandatory to start a transaction. It will be used to filter the tables and checks, and only the tables or checks that are related to the server number entered will be available.

Enter Table Number (optional)

This screen will only be displayed if the option is enabled in the SecureTable application's settings.

The table number is used to further filter the checks that will be displayed. This is useful to display the full list of checks associated with a specific table.

To use it, enter the table number and press the OK button in the lower-right corner of the screen. To skip this step, simply press OK without entering a table number.

Enter Check Number (optional)

This screen will only be displayed if the option is enabled in the SecureTable application's settings.

The check number is used to search for a specific check. This is useful when you have the check in hand and you just want to bring it up immediately on the SecureTable application.

To use it, enter the check number and press the OK button in the lower-right corner of the screen. To skip this step, simply press OK without entering a check number.

Select Table

This screen may look different or may not be displayed altogether, based on settings and previous choices made:

• A list of all tables containing printed checks will be displayed if both the Table Number and Check Number screens were skipped.

• A single table will be displayed if a valid table number was entered at the Table Number screen and the check number was skipped.

• This screen will be skipped altogether if a check number was entered at the Check Number screen. In this case, SecureTable will skip directly to the Split Calculator screen, further below.

The table number is indicated to the left of each white box. Each box displays the total amount due for the entire table, and the green Multiple Checks text indicates that this table has more than one printed checks.

To select a table, simply touch the desired box.

Multiple Checks

When a table containing multiple printed checks is selected, the list of available checks is displayed. On a typical payment terminal screen, up to 5 checks can be displayed at once. If there are more than 5 checks, the list can be scrolled by swiping up and down the screen.

This screen will not be displayed if a table with a single check was selected, or if a check number was entered at the Check Number screen.

To select a check to be paid, simply touch the corresponding box on the screen.

Split Calculator

The split calculator is the step where the server discusses with the customer about how the check will be paid. The following needs to be determined:

• Will the check be paid by cash or by card?

• Will the check be paid in full in one payment, or in multiple payments (split)?

• If the payment is to be split, will it be in equal or unequal amounts?

Paid by Cash

Enable this checkbox if the customer pays with cash. If the customer pays by card, leave this box unchecked.

PAY FULL

Touch this button to pay the check in full.

EQUAL SPLIT

Touch this button to split the check amount in up to 10 equal parts.

UNEQUAL SPLIT

Touch this button to split the check in unequal parts.

Split Calculator - Equal Split

Equal split is used to divide the total check amount equally up to 10 equal parts. This is useful when there is a single printed check for 2 or more customers, and they want to split the expense among themselves.

After touching the EQUAL SPLIT button, the Number of Splits appears with the amount per split appearing below each split option.

Touch the CONFIRM button to proceed with each payment.

Split Calculator - Unequal Split

The UNEQUAL SPLIT function is used to divide the check amount in unequal parts. This is useful if the in a single printed check which multiple customers wish to pay with various amounts.

After touching the UNEQUAL SPLIT button, touch the Amount field and enter the amount that the customer wishes to pay. Touch the CONFIRM button to proceed with the first payment. The remaining balance appears after the payment is complete.

Tip Calculation

If the Tip option is enabled in the SecureTable application settings, the tip calculation screen will appear.

When the Tip calculation screen appears, the payment terminal needs to be handed to 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 in SecureTable'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 $