Installation Process Overview

Quick overview

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

1. Install/enable Microsoft .NET Framework 3.5 SP1.

2. Install the latest version of Oracle’s Java for Windows.

3. Use the STPISecure to installer to install the STPIClient software.

4. Install the STPIClient license.

5. Start the STPIClient application for the first time.

6. Configure the STPIClient to start as a service (Optional).

7. Configure your POS System.

8. Connect, power up and configure payment terminals.

Before you begin

By default, the payment terminals using SecureTable will communicate with the POS system over TCP port 9999.

• Open TCP port 9999 on the corporate firewall.

• Open TCP port 9999 on the Windows Defender Firewall on the POS system's Back-Office as well as on all POS workstations.

• The wireless network (for wireless payment terminals) needs to be able to communicate with the POS System.

• Each payment terminal needs access to the Internet.

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.

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.

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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.

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>.

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.

Topics that are included:

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.

Enabling Microsoft .NET Framework 3.5 SP1 for Windows 10

On Windows 10, starting with version 1809, Microsoft .NET Framework 3.5 SP1 is included as a standard Windows feature and enabled by default. However, older versions of Windows 10, Enterprise or IoT editions, could be missing this essential component. Here is the procedure to check whether .NET Framework 3.5 SP1 is installed and how to enable it on Windows 10:

1. Click on the Windows 10 Start button and type Control Panel.

2. The Control Panel app should appear as a search result. Click on Open.
3. Within the Control Panel app, click on Programs.
4. Under Programs and Features, select Turn Windows features on or off.
5. The Windows Features list will appear.
6. Look for the feature called .NET Framework 3.5 (includes .NET 2.0 and 3.0).

   1. If this feature is not listed, install .NET Framework manually. (See below)

   2. If you see a black square in this checkbox, .NET Framework 3.5 is already enabled and no further action is required.
   3. If the checkbox is blank, enable it.

1. Click OK on the Windows Features list. This will close the list and apply any changes.

2. Files may be copied and you may be required to restart the PC.

Installing Microsoft .NET Framework 3.5 SP1 manually

For versions of Windows prior to Windows 10 1809, or for some older Enterprise or IoT editions, Microsoft .NET Framework 3.5 SP1 may need to be downloaded and installed manually.

The full installer can be obtained from the official Microsoft download site here:

Download the file and double-click it to start the installation process. Follow the on-screen instructions and restart your PC as required.

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:

• Accessing Configuration Settings

  • Connection Settings

  • Duplicate Transaction Options

  • Table Search Options

  • Split Calculation Options

  • Select POS Type

• Transaction Management

  • Print Detailed Transaction Report

  • Print Batch Summary Report

• Application Configuration

  • Passwords

  • Tipping and Cashback

  • Printing Options

• Help and Training Tools

  • Training Mode

  • Getting Support

  • Exiting the Application

  • About Secure Payment

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.

A generic media type mapping may be required to cover the rare cases where a customer may pay with a card that is accepted by the merchant, but not already configured as a mapping in Maitre'D media types. If a dedicated media type mapping does not already exist, the payment would be recorded against the main media type, generally called "CREDIT/DEBIT". The goal of the generic mapping is to have such payments recorded against a media type with a more meaningful name, something like "Other Card Payment" for instance.

Creating the Generic mapping

1. Start the Point of Sale Control Module.
2. Click the Payments menu, and select the Media Types… option.
3. The list of all current media types will be displayed. Click the Add button.
4. 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. For the Generic mapping, this could be Other Card Payments or something similar. 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.

5. 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.

   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 Other EFT.

Type

Set this drop-down list to Credit.

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

Enable this option. It automatically becomes enabled when Electronic Funds Transfer is enabled, so 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

Disable this option for the generic media type mapping.

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.

The configuration of the generic media type mapping is now completed.

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.

1. Using Windows Explorer, browse to:

   C:\Program Files (x86)\PayFacto\STPISecure\Install_As_Service\STPI InstallAsService\

   Depending on your operating system, select the Win64 folder for 64-bit versions of Windows or Win32 for 32-bit versions of Windows.
2. Locate the file called InstallTGIClientService64.bat (for 64-bit Windows) or InstallTGIClientService32.bat (for 32-bit Windows). Right-click the file and select Run as administrator.

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

1. A command prompt window saying Running admin shell will appear. Leave it there. Do not close it.

1. The MSSM service installer window will open. Click the browse button (3 dots) next to the Path field:

1. In the Locate Application File window, browse to:

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

Select the Run.bat file and click Open.

1. You will be taken back to the MSSN service Installer window. Click the Install Service button.

1. A confirmation message will appear. Click OK.

1. Locate the file called StartSTPIClientService64.bat (for 64-bit Windows) or StartSTPIClientService32.bat (for 32-bit Windows). Right-click the file and select Run as administrator.

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

Verify that the service is running properly

1. To verify that the service is started properly, right-click the Windows start button and select the Run… option. You can also press the Windows key + R on your keyboard. In the Open: box, type services.msc and click OK.

1. In the services list, look for the StpiClient service. The Status should be Running and the Startup Type should be Automatic.

Test automatic startup

At this point, it is good practice to test your system to make sure it will recover properly in case of an unexpected restart. To do this, simply restart the PC and log back on.

From there, make sure that the STPIClient service is running by looking at the Windows services as described above.

Congratulations!

The STPI Client is now up-and-running. It is also properly configured as a service and will start automatically in the background whenever Windows restarts.

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.

Start the STPI Client for the first time

STPI Secure Shortcuts

After the STPISecure installation process, a folder called STPI Shortcuts was created on your Windows Desktop. This folder contains the shortcut that will be used to start the STPI Client software.

Setup the shortcut to run with Administrative privileges

To run correctly, the STPI Secure Client needs to run with Windows Administrative privileges. To achieve this:

1. From the Windows desktop, open the folder called STPI Shortcuts by double-clicking on it.
2. Two shortcuts allow you to start the STPI Client. You can use either STPIClient (Hidden) or STPIClient. Select the shortcut which better meets your desired use case:

   STPIClient

   This shortcut makes the STPI Client run with the command prompt window visible on the screen. This takes up space on the screen and on the Windows taskbar, but allows you to see all the operations going through the STPI Client in real-time.

   STPIClient (Hidden)

   This shortcut allows the STPI Client to run with the command prompt window hidden from view. This frees up space on the screen and Windows taskbar, but the operations going through the STPI Client are not visible.

3. Right-click the shortcut called STPIClient or STPIClient (Hidden), and select the Properties option.
4. The STPIClient or STPIClient (Hidden) shortcut's properties page opens to the Shortcut tab. Click the Advanced... button.
5. Activate the Run as administrator checkbox and click OK.
6. You will be back to the STPIClient (or STPIClient (Hidden)) shortcut's properties page. Click OK to close it.

With this setup, the STPI Secure client will always start with administrative privileges whenever you use this shortcut.

Make the STPIClient start automatically as Windows starts

You can add a copy of the STPIClient or STPIClient (Hidden) shortcut to the Windows startup folder to force the STPI client to start automatically as Windows starts. Here is the procedure to follow with Windows 10:

1. Make sure that hidden files and folders are visible:

   a. From Windows explorer, click on the View menu and make sure that the Hidden Items option is selected from the Show/Hide section.
2. Browse to the following folder:

   C:\ProgramData\Microsoft\Windows\Start Menu\Programs\StartUp

3. Copy the STPISecure or STPISecure (Hidden) shortcut to the StartUp folder.

With this setup, the STPI Client application with automatically start itself if Windows is restarted.

Start the STPI Client application manually

1. Double-click the STPIClient or STPISecure (Hidden) shortcut.

2. you will see a UAC warning. Click Yes.
3. If you selected the regular STPISecure shortcut, a command prompt window will appear, with the Running Admin shell header. You will see text scrolling on the window. If you used the STPISecure (Hidden) instead, you will not see this window and skip directly to the next step.
4. The very first time the STPIClient starts, you will see a Windows Security Alert from the Windows Defender Firewall.

   1. Enable the Domain networks, such as a workplace network option (available only if your PC is part of an Active Directory domain).

   2. Enable the Private networks, such as my home or work network option.

   3. Disable the Public networks option.

   4. Click Allow access.

5. If you selected the STPISecure shortcut, the command prompt window will remain on the screen. You may minimize it, but do not close it.

6. An icon will also be added to the Windows system tray.

Stopping the STPI Client application

Closing the command prompt window

If you are using the STPISecure shortcut, simply close the command prompt window by clicking the "X" in the upper-right corner.

Using the system tray icon

You can also right-click the STPI icon in the system tray and select the Exit option.

Congratulations!

The STPI Client software is now up-and-running on your system.

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.

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.

To select the POS type for the SecureTable module:

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 POS type section and touch the name of the POS you want to use with the payment terminal; the available options are:

• Maitre'D

• Squirrel POS

1. If you have more than one terminal, repeat steps 1 to 4 for each additional terminal where you want to configure the POS type.

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.

To enable or disable the cash payment option when splitting checks:

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 Split calculator options section.

1. Enable the use of cash when calculating split checks by sliding the Cash toggle switch to the right or disable the cash option by sliding the toggle switch to the left.

1. If you have more than one terminal, repeat steps 1 to 5 for each additional terminal to configure the Cash option for split checks.

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.

The available transaction reports are:

• Batch details

• Batch summary

Additionally, you can search for individual transactions using the Search for a Transaction procedure.

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 by check number: Use a known check number to find the desired bill(s).

• Employee number required: Use an operator's number to locate the desired bill(s).

• Show tables as deliveries: Show assigned table numbers as delivery items for use with to-go or delivery orders.

To set the table search options for the SecureTable module:

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 Table search options section.

2. Enable the desired table searching options by toggling the following switches to the right:

   • Search by table number

   • Search by check number

   • Employee number required

   • Show tables as deliveries

2. If you have more than one terminal, repeat steps 1 to 7 for each additional terminal where you want to configure the table searching options.

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.

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.

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.

To search for a transaction:

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.

1. Touch the Search button.

2. Enter one or more of the following search criteria:

   • An invoice number in the Invoice number field

   • An authorization code in the Authorization code field

   • Touch the Time range field to select a date range for the desired transaction; touch Save to search using the selected date range

3. Touch the Search button. The terminal returns any transaction that meets the selected search criteria.

4. Touch the desired transaction to display the details.

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.

To print a detailed list of transactions for the current batch:

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

1. Enter the merchant password and touch Confirm.

2. In the Transaction management section, touch Reports.

3. In the Batch Details section, touch Print Batch Details. The terminal prints the Batch Details Report, listing all transaction details in the current batch for all terminal operators.

4. If you have more than one terminal, repeat steps 1 to 4 for each additional terminal where you want to print the detailed transaction report.

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

   • Off

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.

Topics that are included:

Back to top

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 section.

5. Toggle the Cashback processing switch to the right.

6. If you have more than one terminal, repeat steps 1 to 6 for each additional terminal where you want to enable 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 section.

6. If you have more than one terminal, repeat steps 1 to 6 for each additional terminal where you want to view the terminal's preset cashback amounts.

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 section.

7. Repeat step 7 for any additional cashback amount preset value you want to change.

8. If you have more than one terminal, repeat steps 1 to 8 for each additional terminal where you want to change a preset cashback amount.

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.

4. If you have more than one terminal, repeat steps 1 to 4 for each additional terminal where you want to set whether or not the terminal prints a signature line for cashback debit transactions.

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 section.

6. If you have more than one terminal, repeat steps 1 to 6 for each additional terminal where you want to disable cashback.

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.

To print a summary list of transactions for the current batch:

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. In the Batch Summary section, touch Print Batch Summary. The terminal prints the Summary Details Report, listing all transactions in the current batch, grouped by card type for all terminal operators.

4. If you have more than one terminal, repeat steps 1 to 6 for each additional terminal where you want to print the summary transaction report.

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.

4. If you have more than one terminal, repeat steps 1 to 4 for each additional terminal where you want to enable the printing of the merchant copy of the transaction receipt.

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

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:

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.

To enable 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 right if it isn't already enabled.

4. If you have more than one terminal, repeat steps 1 to 4 for each additional terminal where you want to enable transaction receipt printing.

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:

To select the transaction receipt contrast level:

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, touch Printout color depth.

4. On the Printout color depth screen, touch the desired contrast level: Pale, Normal, or Dark.

5. If you have more than one terminal, repeat steps 1 to 5 for each additional terminal where you want to set the printout contrast level.

Enable Tipping

If your business includes the option to tip, you can enable tipping on the terminal, where the customer can add a tip value in addition to the sale. By default, tipping is disabled on the terminal.

To enable tipping in addition to the 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 Tips section.

5. Toggle the Tip processing switch to the right.

6. If you have more than one terminal, repeat steps 1 to 6 for each additional terminal where you want to enable tipping.

Preset Tip Percentage

When you enable tipping, the terminal automatically displays three preset percentages (default values are 15%, 18%, and 20%) as options to the customer. The customer can touch one of the preset values or manually enter an amount for the tip.

To view the preset tipping percentages:

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 Tips section.

6. If you have more than one terminal, repeat steps 1 to 6 for each additional terminal where you want to view the terminal's preset tip percentages.

Enable Manual Tip Percentage

When you enable tip processing, the terminal automatically offers preset percentage values to the customer. You can also offer the opportunity for customers to enter their own percentage value. By default, the manual tip percentage option is enabled on the terminal and applies automatically whenever you activate the tip processing option.

To enable the manual tip percentage option:

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 Tips section.

6. If you have more than one terminal, repeat steps 1 to 6 for each additional terminal where you want enable a manual tip percentage.

Change a Preset Tip Percentage

When you enable tip processing, the terminal automatically offers preset percentage values to the customer. By default, the preset percentage values are set to 15, 18, and 20, but you can easily change one or more of these values as needed.

To change a preset tip percentage:

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 Tips section.

7. Repeat step 7 for any additional percentage preset values you want to change.

8. If you have more than one terminal, repeat steps 1 to 8 for each additional terminal where you want to change the preset tip percentage values.

Change Tip Preset Text Size

When you enable tip processing, the terminal automatically offers preset percentage values to the customer. By default, the preset percentages use the Normal text size to display the values, but you can choose to use Large or Very Large text to suit your requirements, as shown in the following examples:

To change the text size for the preset tip percentages:

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 Tips section.

7. If you have more than one terminal, repeat steps 1 to 7 for each additional terminal where you want to set preset tip percentage text size.

Enable Tipping Threshold

There can be situations where your customers may accidentally enter a manual tip percentage incorrectly and leave a larger tip than planned. By default, the terminal enables a tipping threshold that requires the Merchant password for any tip over 50% of the initial sale amount (for example, a $55 tip on a $100 bill). You can disable or adjust the threshold value if needed.

To enable the tipping percentage threshold:

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 Tips section.

7. If you have more than one terminal, repeat steps 1 to 7 for each additional terminal where you want to enable the tipping threshold.

Set Tipping Threshold

When you enable the tipping threshold, you can set a custom percentage as the value where the Merchant password is required. By default, the terminal set the threshold value at 50%, but you can adjust it if needed.

To change the tipping percentage threshold:

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 Tips section.

7. If you have more than one terminal, repeat steps 1 to 7 for each additional terminal where you want to set the terminal's tipping threshold.

Disable Manual Tip Percentage

By default, the manual tip percentage option is enabled on the terminal and applies automatically whenever you activate the tip processing option; you can easily disable the function if needed.

To disable the manual tip percentage option:

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 Tips section.

6. If you have more than one terminal, repeat steps 1 to 6 for each additional terminal where you want to disable manual tip percentage.

Disable Tipping

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

To disable tipping from a 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 Tips section.

6. If you have more than one terminal, repeat steps 1 to 6 for each additional terminal where you want to disable tipping.

Password Requirements

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

• Passwords must be 6 characters long

• The Administrator and Merchant passwords cannot be the same (can’t match)

• You cannot use the same digit 6 times consecutively (for example: 111111 or 777777)

• You cannot use 6 consecutive numbers, either ascending or descending (for example: 123456 or 987654)

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:

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

• Merchant: Configured during initial terminal activation

• Operator: Configured when creating one or more terminal operators

For more information on specific password procedures, click any of the following links:

• Understanding Password Hierarchy

• Password Requirements

• Incorrect Password Entries

• Forgotten Passwords

• Change Administrator Password

• Change Merchant Password

• Change Operator Password

• Password Protection for Functions and Transactions

  • Reimbursement Passwords

  • Sales Transaction Passwords

  • Application Exit Password

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:

   • Merchant copy

   • Customer copy

   • Both copies

   The terminal prints the selected duplicate copy(ies) of the transaction receipt.

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.

4. To edit your message, adjust the text in the Footer no. 1, Footer no. 2, Footer no. 3, and/or Footer no. 4 fields as required, as shown in the following example:

5. If you want to delete your personalized message, delete the text in the Footer no. 1, Footer no. 2, Footer no. 3, and Footer no. 4 fields, as shown in the following example:

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.

Select Which Transactions to Print

In addition to printing receipts for sales transactions, you can print receipts for some non-sales transactions, including:

• Declined credit transactions

• Void transactions

• Completed transactions

• Force post transactions

In addition to the transactions listed above, you can enable or disable the following printer settings:

• Bar code: Prints a barcode on the transaction receipt that identifies the individual transaction; helpful when using a terminal equipped with a scanner when performing refund or void transactions

• Total line on pre-authorization receipts: Adds a total line to the transaction receipt that prints when a pre-authorization is confirmed (usually paired with the tip line)

• Tip line on pre-authorization receipts: Adds a tip line to the transaction receipt that prints when a pre-authorization is confirmed

• Cashback print Signature line: Adds a signature line for cashback transactions for customers to sign as proof that they received the requested cashback amount

• Reverse on declined: Prints the transaction result in white on a dark background for declined transactions

To enable or disable transaction printing and printing options:

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

1. Enter the merchant password and touch Confirm.

3. In the Printing receipts section, enable each desired function by sliding the toggle switch to the right or disable functions by sliding the toggle switch to the left.

1. If you have more than one terminal, repeat steps 1 to 4 for each additional terminal where you want to set which transactions will print a transaction receipt.

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.

4. If you have more than one terminal, repeat steps 1 to 4 for each additional terminal where you want to disable the printing of the merchant copy of the transaction receipts.

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.

4. If you have more than one terminal, repeat steps 1 to 5 for each additional terminal where you want to disable the printing of transaction receipts.

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.

4. On the Footer option screen, slide the Print footer toggle switch to the right.

5. If you have more than one terminal, repeat steps 1 to 5 for each additional terminal where you want to enable a personalized message on 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.

4. On the Footer option screen, slide the Print footer toggle switch to the left.

5. If you have more than one terminal, repeat steps 1 to 5 for each additional terminal where you want to disable personalized messages at the bottom of the transaction receipts.

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.

4. On the Footer option screen, delete the text in the Footer no. 1 field and enter the first line of your custom message.

5. Repeat step 5 for each additional line you want to use for your personalized message, using the Footer no. 2, Footer no. 3, and Footer no. 4 fields.

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

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 or for more information on which passwords can "override" others.

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.

To select password protection for certain sales transactions:

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 Require password for transactions section.

5. Enable the use of the Merchant password by toggling the following switches to the right:

   • Force post

   • Cash

   • Swipe

6. Disable the use of the Merchant password by toggling the previously listed switches to the left.

7. If you have more than one terminal, repeat steps 1 to 7 for each additional terminal where you want to set password usage for sales transactions.

Forgotten Passwords

If a user forgets a password, the password reset procedure depends on the terminal user profile. The following table explains who can reset which password and which procedure to use:

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.

To set the required password for reimbursements:

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 Require password for transactions section.

5. Touch Refund transactions; the Password on refunds screen appears.

1. Select the desired password by touching Merchant or Admin or touch No password to disable password protection for refunds.

1. Touch the Back icon to return to the Passwords screen.

2. Touch Void transactions; the Password on voids screen appears.

1. Select the desired password by touching Merchant or Admin or touch No password to disable password protection for voids.

1. If you have more than one terminal, repeat steps 1 to 10 for each additional terminal where you want to set the required passwords for reimbursement 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.

5. Touch Merchant.

6. Enter the Admin password in the Password field and touch Confirm. Requiring the Admin password prevents unauthorized changes to the Merchant password.

7. Enter a new 6-digit numeric Merchant password in the Password field. Keep in mind the when setting the new Merchant password.

8. Re-enter the new password in the Confirm new password field.

9. Touch the Confirm button; the new Merchant password is saved and the Passwords screen appears. If the passwords do not match, a message appears and the password is not changed. Re-enter the password; if needed, touch the Show password icon to ensure the passwords match.

10. If you have more than one terminal, repeat steps 1 to 10 for each additional terminal where you want to change the Merchant password.

Password Protection for Functions and Transactions

For added security, you can require the Merchant password for certain functions or transactions before the operation can proceed. By default, this security measure is enabled for the following functions and transactions:

• Reimbursements (refund and void)

• Sales transactions (cash, force post, swipe)

• Exiting the Secure Payment application

By default, all of the operations listed above have password protection enabled. Reimbursement transactions are always password protected, but you can select if the transaction requires the Admin or Merchant password.

You can disable the password protection on certain sales transactions and exiting the Secure Payment application if desired, but that leaves the terminal vulnerable to unauthorized use where any person could perform those functions.

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.

To change the terminal's Administrator 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.

5. Touch Administrators.

6. Enter the current Admin password in the Password field and touch Confirm.

7. Enter a new 6-digit numeric Admin password in the Password field. Keep in mind the password requirements when setting the new Admin password.

8. Re-enter the new password in the Confirm new password field.

9. Touch the Confirm button; the new Admin password is saved and the Passwords screen appears. If the passwords do not match, a message appears and the password is not changed. Re-enter the password; if needed, touch the Show password icon to ensure the passwords match.

10. If you have more than one terminal, repeat steps 1 to 10 for each additional terminal where you want to change the Admin password.

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

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:

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 Training mode.

4. Toggle the Enable training mode switch to the right.

1. If you have more than one terminal, repeat steps 1 to 5 for each additional terminal where you want to 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.

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.

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:

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 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

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

Topics included here:

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:

• Processing a Sale with Gift Cards

• Processing a Refund with Gift Cards

Any other gift card transaction (activation, empty card, or checkign the balance) must be performed in the appropriate gift card application, according to the gift card application's user guide. For additional information on gift card transactions, please refer to the appropriate brand's documentation:

• DataCandy Gift Card User Guide (online version)

• DataCandy Gift Card User Guide (PDF version)

• Freebees Gift Card User Guide (online version)

• Freebees Gift Card User Guide (PDF version)

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.

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.

Do I need Port Forwarding and if so, why?

Port Forwarding is generally required when using SecureTable over mobile networks. If you don't use SecureTable over mobile networks, there is no need to configure port forwarding and you can skip this tutorial altogether. Also, some mobile carriers may offer special VPN access to your local network, which is a more secure alternative to port forwarding. Please inquire with your mobile carrier to see if they offer this option. If they do, Port Forwarding will not be required.

SecureTable is used over mobile networks mostly by delivery drivers. However, mobile network connectivity is also useful to cover gaps in a restaurant's WiFi coverage.

When SecureTable is used locally in the restaurant, payment terminals are able to communicate with the POS system through the STPI client directly over the local WiFi network. However, when drivers are out on the road, the payment terminals need to use mobile networks to access the Internet to authorize payments. Being on the "public" Internet, the payment terminal will not be able to communicate directly with the POS system to close the delivery orders. This is where Port Forwarding comes in. To connect to the POS system, the payment terminal needs to connect to the restaurant's router, which will then redirect the communication to the STPI Client via port forwarding.

An analogy often used to describe this is finding the bathroom inside your house. For anyone currently inside the house, finding the bathroom should be quite easy. However, for someone currently outside of the house, they first need to know your home address, then someone from inside the house needs to let them in and show them the way to the bathroom. This is essentially what happens when a payment terminal running SecureTable is being used on the road.

Information needed

Before you begin the actual configuration, you need the following information:

• Your router's public IP address.

• Your router's private IP address.

• Your router's username and password to access its configuration utility.

• IP address and TCP port used by the STPI Secure Client.

Here are short instructions to find each piece of information:

Your router's public IP address

This is the IP address that is given to your router by your Internet Service Provider (ISP). It is called a "public" address because it is facing the public Internet. You can easily find what is your public IP address by visiting the following site:

IP4.me is a simple site that will display your public IP address without any ads or unneeded information.

Your router's private IP address

As its name suggests, the router's private IP address is invisible to the outside world. To find it, you need to be connected to your local network and follow these simple instructions:

1. Open a command prompt with administrative privileges. Do so by clicking the Windows Start menu and typing CMD. Then, select Run as Administrator under the Command Prompt app.
2. In the command prompt window, type ipconfig and press the ENTER key.

3. Look for the line that starts with Default Gateway, and take note of the IP address listed there. This is the private IP address of your router.

Your router's username and password

Every modern router has a configuration utility that is protected by a username and password. If you don't know what it is, either contact your network administrator or look for the default username and password in your device's documentation.

STPI Secure's IP address and TCP port number

This is the IP address of the PC where STPI Secure has been installed. The TCP port number is normally configured during the installation. The default recommended value for the TCP port is 9999, but it could be configured differently during the installation process.

Access your router's configuration page

1. From a PC connected to the local network, open your favorite browser (Google Chrome, Microsoft Edge, Firefox, etc.) and type your router's private IP address in the address bar. Press ENTER on your keyboard.
2. The login screen for your router's configuration utility should be displayed. Type the username and password that will allow you to login to your device. This screen will differ depending on your device's manufacturer and model.
3. Your router's main configuration screen should be displayed.

Enable and Configure Port Forwarding

1. Look for Port Forwarding settings. This is typically found in WAN settings, under Advanced settings. Again, this will be different based on your device's manufacturer and model. Please consult your device's documentation if you can't find the appropriate settings.
2. Enable Port Forwarding.

3. Add a port forwarding entry with the following parameters:

Service Name

STPISecure

External Port

TCP Port number used by STPISecure. Default: 9999

Internal Port

Leave blank.

Internal IP Address

IP address of the PC where STPI Secure was installed.

Protocol

TCP

Source IP

Leave blank.

1. Save your settings.

2. Some router models may need to be rebooted. Please refer to your device's documentation to learn how to do this.

The task of configuring port forwarding on your router is now complete.

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:

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 Training mode.

4. Toggle the Enable training mode switch to the left.

1. If you have more than one terminal, repeat steps 1 to 5 for each additional terminal where you want to disable training mode.

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.

4. If there are voids to be treated, you will see a section for Voids at the top of the list of tables and checks. Touch the Voids box, which will display the list of pending voids.

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. For credit cards, no further manipulation is required and the void will be processed automatically.

   b. For debit cards, hand the payment terminal to the customer. The customer will insert the original payment card and follow the prompts to process the void.

4. Once the process is completed, the terminal will return to the SecureTable home screen.

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.

5. Enable the use of the Merchant password before closing the payment module by toggling the Ask password on exit switch to the right.

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.

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.

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:

• Supported Gift Card Transactions

• Gift Card Processing Workflow

• Processing a Sale with Gift Cards

• Processing a Refund with Gift Cards

About Secure Payment

The About menu displays information about the terminal and the the installed software version. You may be asked by the PayFacto support team to reference this information, but none of the fields are editable.

To view Secure Payment application information:

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 About.

4. The About screen displays the following information:

   • App Version

   • Version Code

   • Device Model

   • Serial Number

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.

To switch from SecureTable to standalone payment mode:

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 Switch to Standalone.

1. The Settings page closes and the terminal displays the standalone payment module.

1. If you have more than one terminal, repeat steps 1 to 4 for each additional terminal where you want to switch the terminal to standalone payment mode.

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.