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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.
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.
Start the Electronic Funds Transfer Module.
Click the View menu, and select Options…
The Configuration screen opens on the Interface branch.
Interface
Select EFT-RTI v1.0 from the drop-down list.
Ignore the remainder of the settings on this page.
Click on the Identification branch.
Store Number
Leave this field blank.
Merchant Name
Leave this field blank.
Merchant Number
Leave this field blank.
Generate Access Token
Ignore this option.
EMV
Enable this option.
Use Pre-Authorization
Enable this option to enable pre-authorization options for bar tabs. This feature only works with select payment processors in the United States.
Error Message Language
This field is grayed out and cannot be used with SecurePay.
Pre-Authorization %
This field is grayed out and cannot be used with SecurePay.
Maximum Overflow
This field is grayed out and cannot be used with SecurePay.
Automatic EFT Pre-Autho.
This option will become available once the Use Pre-Authorization option is enabled. Enable this option to use bar tabs. This feature only works with select payment processors in the United States.
Default Automatic EFT
Enter the default amount to be used for authorization when opening a bar tab with a credit card. This amount is also used as an increment value if the total of items already ordered is higher than the default amount. For example, if the default value is $25.00, Maitre'D will increment the suggested amount by $25.00 slices, going from $25.00 to $50.00 and then to $75.00 and so on, as needed to cover the current amount of the running tab.
Single Auto EFT Pre-Autho.
Enable this option to modify and re-use the existing pre-athorization when the authorized amount is exceeded. Disabling this option will cause a new pre-authorization to be processed every time the authorized amount is exceeded, which requires the card to be re-swiped. Some payment processors don't allow existing pre-authorizations to be modified while others may explicitly require it, so please check with your processor whether you should enable or disable this option.
Click on the Operation branch.
POS Refresh
Set this value to 5.
Number of terminals
Set this value to the number of SecurePay terminals that will be in use.
End of Day
Disable this option.
Operation Trace
Disable this option.
Name on EFT Receipt
Disable this option.
Order Wait for Confirmation
Disable this option.
Alternate Card Masking
Disable this option.
Wait for EFT Finalization
Disable this option.
Other options
All the remaining options are grayed-out and cannot be changed. Ignore them.
The settings from the Receipt, Payment Device Tip Suggestion, Pay at the Table, Remote Payment Device and Home Page branches don't have any effect on the operation of SecurePay. Please make sure not to change or remove any settings found in these pages, as these could affect the operation of other payment terminals operating with SecureTable.
Click OK to save changes and close the options window.
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.
NOTE: SecureTable and SecurePay can be used at the same time on the same POS system. Therefore, the merchant can have any combination of stationary terminals using SecurePay and mobile terminals using SecureTable. Both types of terminals will share the same media type mappings.
Start the Point of Sale Control Module.
Click the Payments menu, and select the Media Types… option.
The list of all current media types will be displayed. Click the Add button.
A blank Media Type window will open directly on the Media Type branch. Configure according to the information below:
Media Type ID #
Enable this option to allow for a receipt to be printed after the transaction has been processed.
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)
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.
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.
NOTE: Print Receipt, Check on Receipt and Open Drawer options have no effect on wireless payment terminals using SecureTable. However, payment terminals with SecurePay will be affected.
Configure remaining options per the merchant’s needs and preferences.
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.
NOTE: Some jurisdictions don't allow transaction or credit card processing fees to be passed down to employees. Please verify your local regulations before using this feature.
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.
Click OK to save changes. The new media type will appear in the list.
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.
Maitre’D version 7.08.000.280 or later.
Maitre’D Electronic Funds Transfer Interface.
Any supported Windows operating system with all latest updates.
Java SE Runtime Environment.
Microsoft .NET Framework 3.5.
Retail Terminal Interface for Semi-Integrated Payment Applications (RTI-SIPA) plugin. (Included with the STPISecure Installer)
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.
This document will cover the configuration required to operate the Secure Payment application's SecurePay module with integration to POS systems through the Retail Terminal Interface for Semi-Integrated Payment Applications (RTI-SIPA) plugin.
The Android-based SecurePay modlule is a bi-directional interface which links the PayFacto payment application to a POS system such as Maitre'D or Veloce. The SecurePay module automates some operations which previously had to be carried out by the clerk, such as the entry of the sales amount and card brand selection. The SecurePay module is especially well-suited to quick service environments and drive-through windows, with or without tip management.
The RTI-SIPA plugin is part of the STPISecure installer package and can be installed as a standalone component. RTI-SIPA's main purpose is to link the POS system and its POS workstations to the SecurePay module which resides on each payment terminal. This plugin will be installed on the POS system's main back-office PC as well as each POS workstation where a payment terminal will be used.
The integration of the SecurePay 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 SecurePay 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.
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.
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.
Enter the merchant password and touch Confirm.
Scroll to the Table search options section.
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
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.
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.
NOTE: Do not forget the new Merchant password; the only way to reset it is to use the Admin password or to contact PayFacto support.
Enter the merchant password and touch Confirm.
Scroll to the Configure application section.
Touch Passwords.
Scroll to the Set passwords section.
Touch Merchant.
Enter the Admin password in the Password field and touch Confirm. Requiring the Admin password prevents unauthorized changes to the Merchant password.
Enter a new 6-digit numeric Merchant password in the Password field. Keep in mind the password requirements when setting the new Merchant password.
Re-enter the new password in the Confirm new password field.
If you have more than one terminal, repeat steps 1 to 10 for each additional terminal where you want to change the Merchant password.
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:
Enter the merchant password and touch Confirm.
Scroll to the Configure application section.
Touch Terminal options.
Scroll to the Cashback section.
If you have more than one terminal, repeat steps 1 to 6 for each additional terminal where you want to enable cashback.
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.
NOTE: When you enable cashback, the terminal automatically adds an option for the customer to enter a custom amount.
Enter the merchant password and touch Confirm.
Scroll to the Configure application section.
Touch Terminal options.
Scroll to the Cashback section.
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.
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:
Enter the merchant password and touch Confirm.
Scroll to the Configure application section.
Touch Terminal options.
Scroll to the Cashback section.
Repeat step 7 for any additional cashback amount preset value you want to change.
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.
NOTE: If you have multiple terminals, you should ensure that they are all configured to offer the same preset cashback amounts to avoid one terminal displaying different cashback amounts from the other terminal(s).
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:
Enter the merchant password and touch Confirm.
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.
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:
Enter the merchant password and touch Confirm.
Scroll to the Configure application section.
Touch Terminal options.
Scroll to the Cashback section.
If you have more than one terminal, repeat steps 1 to 6 for each additional terminal where you want to disable cashback.
Here is a quick overview of the entire installation and setup process:
Install/enable Microsoft .NET Framework 3.5 SP1.
Install the latest version of Oracle’s Java for Windows.
Use the STPISecure to installer to install the STPIClient software.
Install the STPIClient license.
Start the STPIClient application for the first time.
Configure the STPIClient to start as a service (Optional).
Configure your POS System.
Connect, power up and configure payment terminals.
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.
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.
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:
Click on the Windows 10 Start button and type Control Panel.
The Control Panel app should appear as a search result. Click on Open.
Within the Control Panel app, click on Programs.
Under Programs and Features, select Turn Windows features on or off.
The Windows Features list will appear.
Look for the feature called .NET Framework 3.5 (includes .NET 2.0 and 3.0).
NOTE: The black square in the check box means that the feature itself is enabled, but that some optional components are disabled. The optional components are not required for STPISecure or RTI-SIPA, so leave them disabled.
Click OK on the Windows Features list. This will close the list and apply any changes.
Files may be copied and you may be required to restart the PC.
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.
IMPORTANT! If the link provided here does not work, please use your preferred search engine and look for "Microsoft .NET Framework 3.5". Be sure to download the files from the official Microsoft download site. For security reasons, please avoid non-Microsoft sources.
Please download and install the latest version of Java for Windows for your specific Windows edition (32-bit or 64-bit).
NOTE: Please consult Oracle's Java website for detailed licensing conditions and support.
The following instructions describes the installation and configuration process for the Maitre’D POS System.
On a Maitre'D POS system, the latest version of the STPISecure Installer is bundled with each service pack update. To obtain the latest compatible version of the STPI Secure Installer and ensure optimal compatibility, please install the latest service pack update for your Maitre'D POS system.
Once the Maitre'D service pack update is installed, the STPISecure installer will be located here:
C:\POSERA\MaitreD\PRG\Setup
Locate the STPISecureX.X.X.X.exe file, then right-click the file and select Run as administrator.
You may see a UAC prompt. Click Yes.
Please read the End-User Licence Agreement. If you agree with the terms, select I accept the agreement and click Next>.
Select the installation destination for STPISecure files. Accept the default path by clicking Next>.
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.
NOTE: If you don't use wireless payments terminals with SecureTable, you don't need to install this component.
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.
Select the All Others (POS 4) option and click Next>.
Fill in the settings for the RTI-SIPA plugin:
Terminal IP address
Type in the IP address of the payment terminal that will be managed by the POS Workstation where this instance of the RTI-SIPA plugin is being installed.
License merchant token
Type in the License Token that was supplied with the STPISecure license only if PayFacto is not your payment processor. If PayFacto is your payment processor, you can skip this field.
License postal code / zip code
Type the Canadian Postal Code or U.S. Zip Code of the merchant.
License store ID
Type the store ID or store name as it appears on the documentation that came with the STPI license.
The setup wizard is now ready to begin the automated installation process. Review your settings and click the Install button.
You will see various progress bars during the installation process. This could take a few minutes.
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.
Once the installation completes, you will see the screen pictured below. Click the Finish button.
This completes the installation process for the RTI-SIPA plugin.
Each payment terminal using the SecurePay module needs to be assigned to a POS Workstation. Note that each POS workstation can only drive one payment terminal, therefore the number of payment terminals using the SecurePay module shouldn't exceed the number of POS workstations.
The following procedure is required to assign a specific payment terminal to a specific POS workstation in Maitre'D.
Logon to the Maitre’D Back-Office with appropriate credentials. (Distributor or System Owner)
Start the Point of Sale Control Module.
Click the Workstation menu, and select Options...
The list of available POS workstations will appear. Select the POS Workstation to which you want to assign a payment terminal and click Modify.
The POS workstation's options will appear. Click the Devices branch on the left of the window, then click the Add button to start adding a new device.
In the Add Device dialog, select PIN Pad and click the Setup button.
Setup the device as follows:
Select Network from the drop-down list.
This setting is disabled and cannot be configured. Ignore it.
Select External from the drop-down list.
Enter the IP address of the payment terminal.
Enter the TCP port number used by the payment terminal. The default value for SecurePay is 9999.
This setting is disabled and cannot be configured. Ignore it.
This setting is disabled and cannot be configured. Ignore it.
Enter the payment terminal's identity, which is supplied by the payment processor. This is also referred to as Terminal ID or TID.
This option has no effect with SecurePay payment termimals, as it will be overridden by the configuration of the SecurePay application installed on the payment terminal.
This setting is disabled and cannot be configured. Ignore it.
Click OK on the Device Setup dialog to save your changes. The new device will appear in the list:
Click OK to save changes to the workstation setup and close this window.
Close the POS workstation list, or select another POS workstation and repeat steps 4 to 9 to configure more payment terminals.
Make sure that each payment terminal using SecurePay is assigned to a POS workstation.
With semi-integrated protocols such as SecurePay, a main media type is required to start processing any card payment. The purpose of this media type is to activate the payment terminal and initiate the transaction process.
Start the Point of Sale Control Module.
Click the Payments menu, and select the Media Types… option.
The list of all current media types will be displayed. Click the Add button.
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 be as generic as possible, as the sole purpose of this media type is to initiate a card payment with any card brand. A common name used for this media type is simply CREDIT/DEBIT.
Payment Type
Select the External Pinpad 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 customer’s needs and preferences.
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 customer’s needs and preferences.
Click on the Card Property branch.
EFT Category
Set this drop-down list to Others.
Type
Set this drop-down list to Other.
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.
NOTE: Some jurisdictions don't allow transaction or credit card processing fees to be passed down to employees. Please verify your local regulations before using this feature.
Electronic Funds Transfer
Disable this option. This option needs to be disabled on the main EMV Credit media type. Leaving it enabled will cause unwanted effects.
Hide Card Number
Disable this option. This option needs to be disabled on the main EMV Credit media type. Leaving it enabled will cause unwanted effects.
Show on Merchant Copy
Disable this option. It should be grayed-out anyways.
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. This option needs to be disabled on the main EMV Credit media type. Leaving it enabled will cause unwanted effects.
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.
Click OK to save changes. The new media type will appear in the list.
Click the Close button to close this list and return to the POS Control module.
This completes the configuration of the main media type used to activate the payment terminal and initiate the transaction process.
While it is technically possible to start processing card payments right away without creating additional media types, doing so is not recommended. Without additional mappings, all card payments will report under the generic media type. This means that data and statistics for each card brand will not be available, therefore you will not be able to differentiate Visa, Mastercard, Amex, Debit or any other type of card payment.
The Secure Payment application's SecurePay module has multiple configurable features and functions. The features and functions apply to all Secure Payment modules you may use, including standalone Payment, SecureTable, Gateway (GID), and Gift Cards.
For the SecurePay module, the feature you will most likely need to configure is tipping, but you can access the following configuration menus:
Application Configuration
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.
NOTE: SecureTable and SecurePay can be used at the same time on the same POS system. Therefore, the merchant can have any combination of stationary terminals using SecurePay and mobile terminals using SecureTable. Both types of terminals will share the same generic media type mapping.
1. Start the Point of Sale Control Module
Click the Payments menu, and select the Media Types… option.
The list of all current media types will be displayed. Click the Add button.
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.
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.
NOTE: Print Receipt, Check on Receipt and Open Drawer options have no effect on wireless payment terminals using SecureTable. However, payment terminals with SecurePay will be affected.
Configure remaining options per the merchant's needs and preferences.
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.
NOTE: Some jurisdictions don't allow transaction or credit card processing fees to be passed down to employees. Please verify your local regulations before using this feature.
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.
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.
To process card payments, employees only need to have access to the Main Credit/Debit media type. This section explains how to achieve the correct configuration for the Maitre'D POS system.
Start the Point of Sale Control Module.
Click the Employees menu, and select Configuration...
The list of all current employee configurations will be displayed. Select the configuration that needs to be modified and click the Modify button.
Click on the Media branch.
Enable the Credit / Debit media type, as well as any other media type required by this employee configuration, such as Cash, Gift Cards, foreign currencies, Room Charge, etc.
IMPORTANT! Be sure to DISABLE access to ALL media types that were created as mappings. These include card brands like Visa, Mastercard, American Express, etc. Also disable access to debit and generic card payment mappings.
Click OK to save changes and close this window.
Back to the list of employee configurations, select another employee configurations and repeat steps 4 through 6. Do this for all employee configurations.
Once all of your employee configurations are properly configured, you can close the list and close the Point of Sale Control module.
From the main screen, touch the Menu button.
Scroll to the Semi-integrated configuration section and touch SecureTable options.
Disable table searching options by toggling the previously listed switches to the left.
From the main screen, touch the Menu button.
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.
From the main screen, touch the Menu button.
Toggle the Cashback processing switch to the right.
From the main screen, touch the Menu button.
The Amount presets display the current values.
From the main screen, touch the Menu button.
Touch Amount presets.
On the Cashback amount presets screen, touch the cashback preset field you want to change (Cashback preset no. 1, Cashback preset no. 2, or Cashback preset no. 3) and replace the current amount with a new value.
From the main screen, touch the Menu button.
In the Configure application section, touch Printer options.
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.
From the main screen, touch the Menu button.
Toggle the Cashback processing switch to the left.
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 .
IMPORTANT! The media type described here is essential to process card payments. While it is technically possible to process card payments without any additional media types configured, media types known as "mappings" are required to generate accurate reporting data for each card brand accepted by the merchant. See for more details.
See
From the SecurePay home screen, touch the menu icon at the top-left corner of the screen.
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. |
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:
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:
Additionally, you can search for individual transactions using the Search for a Transaction procedure.
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)
a | If this feature is not listed, install .NET Framework manually. (See below) |
b |
c |
The SecurePay module allows you to view the connection settings to your POS system. 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.
Enter the merchant password and touch Confirm.
IP Address: The IP address of the terminal connected to the POS.
If you have more than one terminal, repeat steps 1 to 4 for each additional terminal to review the terminal's connection settings.
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.
IMPORTANT! If you change the POS type without ensuring that the back-office POS is configured to support the new type, the communication between your POS workstation(s) and the payment terminal may not function correctly.
Enter the merchant password and touch Confirm.
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
If you have more than one terminal, repeat steps 1 to 4 for each additional terminal where you want to configure the POS type.
When using the SecurePay 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 automatically void or disable the duplicate transaction on the terminal.
Enter the merchant password and touch Confirm.
Scroll to the Duplicate transaction prevention section.
Touch the option you wish to use for the terminal:
Repost
Auto Void
Off
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.
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:
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.
NOTE: If you do not enable the printing of transaction receipts and provide no other method for a customer to receive proof of their transaction, reimbursements will be more difficult to process.
Enter the merchant password and touch Confirm.
If you have more than one terminal, repeat steps 1 to 4 for each additional terminal where you want to enable 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.
NOTE: If you disable the printing of transaction receipts without providing any other method for a customer to receive proof of their transaction, reimbursements will be more difficult to process.
Enter the merchant password and touch Confirm.
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.
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.
TIP: When preparing your message, consider any languages your customers might speak and configure your personalized message to meet all possible languages. Don't forget to check your message for spelling mistakes!
Enter the merchant password and touch Confirm.
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.
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.
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.
IMPORTANT! If you disable passwords for reimbursement transactions, anyone can process a refund or a void without supervisory or management knowledge or approval. To prevent possible fraudulent reimbursements, you should maintain password protection as part of the reimbursement process.
From the main screen, touch the Menu button.
Enter the merchant password and touch Confirm.
Scroll to the Configure application section.
Touch Passwords.
Scroll to the Require password for transactions section.
Touch Refund transactions; the Password on refunds screen appears.
Touch the Back icon to return to the Passwords screen.
Touch Void transactions; the Password on voids screen appears.
Select the desired password by touching Merchant or Admin or touch No password to disable password protection for voids.
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.
NOTE: If you disable password protection in either step 7 or 10, you can re-enable the password by using this procedure and selecting the desired password for each transaction type where you disabled the password.
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.
NOTE: When you disable the printing of a personalized message, the original message remains available for later use unless you delete the previously configured text from the footer lines.
Enter the merchant password and touch Confirm.
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 training mode, the terminal does not process any actual transactions and has no communication with any other device, everything occurs on the terminal.
IMPORTANT! It is possible to lock a card in training mode, as some security features are stored on the card’s chip. Be cautious if you are using an actual payment card even in training mode.
From the main screen, touch the Menu button.
Enter the merchant password and touch Confirm.
Scroll to the Help & training tools section.
Touch Training mode.
If you have more than one terminal, repeat steps 1 to 5 for each additional terminal where you want to enable training mode.
This section will cover the general workflow that users and customers will see when using the SecurePay module. The workflow will vary slightly based on the Secure Payment application's SecurePay module configuration.
With the SecurePay module, the payment process is always initiated by the POS system. The SecurePay module cannot be used to initiate a payment directly at the payment terminal.
If you need assistance with the functions of your POS system, please consult the documentation specific to the POS system you are using. Generally speaking, the following operations need to be carried out at the POS before a payment can be applied:
Ring / order sales items.
Print a check.
Select a payment type.
In most POS systems, selecting the payment type that is assigned to card payments will initiate the transaction process on the payment terminal.
If the Tip option is enabled in the SecurePay application settings, the tip calculation screen will appear.
When the Tip calculation screen appears, the payment terminal needs to be turned towards the customer. The customer has the following options:
Select one of the pre-configured percentages
Enter a custom dollar amount
Enter a custom percentage
Leave no tip at all
Total sale
This section shows the total amount to be paid.
Add a Tip
In this section, the tip presets configured in the Tip Preset Percentages in SecurePay's settings appear. Each percentage box also indicates the corresponding dollar amount.
Touching a preset automatically adds the selected tip amount to the transaction.
Custom $
Touch the Custom $ button to enter a custom dollar amount as tip instead of using a preset.
Custom %
Touch the Custom % button to enter a custom percentage of tip instead of using a preset.
No tip
Touch this button to skip the tip entry process altogether and leave no tip.
The screen below only appears if the customer touches the $ button to enter a custom tip amount.
The customer uses the provided keypad to enter a tip amount, which will make the green CONFIRM button available.
The customer can use the backspace key to correct typing mistakes.
When ready, the customer presses the green CONFIRM button.
NOTE: On devices equipped with a physical keypad, the on-screen keypad will not be displayed. The physical keypad buttons will be used instead.
The screen below only appears if the customer touches the % button to enter a custom tip percentage.
The customer uses the provided keypad to enter a tip percentage, which will make the green CONFIRM button available.
Also note the Tip Amount value is updated in real-time as the customer types the percentage. This is provided so that the customer will immediately know exactly how much will be added to the check as tips, based on the percentage entered.
The customer can use the backspace key to correct typing mistakes.
When ready, the customer presses the green CONFIRM button.
NOTE: On devices equipped with a physical keypad, the on-screen keypad will not be displayed. The physical keypad buttons will be used instead.
At this point, SecurePay will call the payment application installed on the payment terminal. The prompts that the customer will see will depend on the payment application used and the card type used. For more information on this specific part of the workflow, please consult your payment application's documentation.
After the payment has been authorized by the payment application, the payment data will be sent to the POS system. Note that only non-sensitive data is exchanged between SecurePay and the POS system.
Once this is done, the application will return to its home screen.
The payment workflow with SecurePay is now complete, and the application is ready to process the next payment.
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:
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:
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)
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.
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.
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.
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:
NOTE: If you are using the Gateway module, the gift card is recognized without requiring user input and the Secure Payment application automatically launches the appropriate gift card application.
The Secure Payment application then launches the required gift card processing application (DataCandy or Freebees) to complete the transaction and print the transaction receipt.
When the gift card sale is complete, the terminal leaves the gift card application and returns to the main Secure Payment application screen.
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.
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.
On the Refund screen, touch the Gift card button.
NOTE: If you are using the Gateway module, the gift card is recognized without requiring user input and the Secure Payment application automatically launches the appropriate gift card application.
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.
When the gift card refund is complete, the terminal leaves the gift card application and returns to the main Secure Payment application screen.
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:
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.
NOTE: If you do not enable the printing of transaction receipts and provide no other method for a customer to receive proof of their transaction, reimbursements will be more difficult to process.
Enter the merchant password and touch Confirm.
If you have more than one terminal, repeat steps 1 to 4 for each additional terminal where you want to enable transaction receipt printing.
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.
NOTE: Printing the transaction receipts for the customer AND merchant will consume more printer paper.
Enter the merchant password and touch Confirm.
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.
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:
Pale
Lightest printout (lowest contrast), prints faster and uses less battery
Normal
Default printout setting, average printing speed and battery use
Dark
Darkest printing (highest contrast), prints slower and uses more battery
Enter the merchant password and touch Confirm.
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.
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
IMPORTANT! If you disable printing for any of these operations, the customer will have no physical evidence of these 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
Enter the merchant password and touch Confirm.
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.
Enabled Disabled
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.
If a transaction receipt is lost or damaged, you can print a duplicate copy of the receipt.
Enter the merchant password and touch Confirm.
Scroll to or search for the desired transaction to reprint.
NOTE: Because all of a merchant's transactions processed on all terminals are saved immediately to the server, the list of transactions may be quite long. For more information on searching for a transaction, refer to the Search for a Transaction procedure.
Touch the desired transaction to display the details.
In the Reprint screen, touch the button for the transaction receipt you want to reprint:
Merchant copy
Customer copy
Both copies
NOTE: If you have more than one terminal and your merchant profile is configured to display only transactions processed on individual terminals, you may need to repeat this procedure if you are unsure of which terminal issued the original transaction receipt.
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.
TIP: You should prepare your message on a piece of paper in advance, to ensure that you have the correct number of characters per line.
Enter the merchant password and touch Confirm.
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.
TIP: When preparing your message, consider any languages your customers might speak and configure your personalized message to meet all possible languages. Don't forget to check your message for spelling mistakes!
Enter the merchant password and touch Confirm.
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.
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.
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.
Enter the merchant password and touch Confirm.
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.
Enabled Disabled
If you have more than one terminal, repeat steps 1 to 5 for each additional terminal to configure the Cash option for split checks.
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.
NOTE: Because all of a merchant's transactions processed on all terminals are saved immediately to the server, the list of transactions may be quite long.
TIP: If you find it difficult to locate a specific transaction from an individual terminal, you may choose to restrict the search function to only display transactions performed on each individual terminal.
To restrict the transaction display to only those processed by the terminal, you must contact PayFacto support to request that your merchant profile displays only transactions processed on individual terminals by activating the Terminal Only Reports function. This will restrict transaction searching to individual terminals.
Enter the merchant password and touch Confirm.
Touch the Search button.
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
Touch the Search button. The terminal returns any transaction that meets the selected search criteria.
Touch the desired transaction to display the details.
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.
Enter the merchant password and touch Confirm.
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.
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.
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.
NOTE: Printing a detailed report can consume a large quantity of paper, depending on the number of transactions in the current batch.
Enter the merchant password and touch Confirm.
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.
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.
When you enable training mode, the terminal is unable to process any transactions. To resume transaction processing, you need to disable training mode.
From the main screen, touch the Menu button.
Enter the merchant password and touch Confirm.
Scroll to the Help & training tools section.
Touch Training mode.
If you have more than one terminal, repeat steps 1 to 5 for each additional terminal where you want to disable training mode.
Topics is included:
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.
NOTE: When you enable tipping on the terminal, customers can always enter a manual tip amount in dollars and cents, regardless of any preset percentage values.
Enter the merchant password and touch Confirm.
Scroll to the Configure application section.
Touch Terminal options.
Scroll to the Tips section.
If you have more than one terminal, repeat steps 1 to 6 for each additional terminal where you want to enable tipping.
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.
NOTE: If you want to allow your customers to enter a custom tip percentage, you must enable the manual tip percentage using the Enable Manual Tip Percentage procedure.
Enter the merchant password and touch Confirm.
Scroll to the Configure application section.
Touch Terminal options.
Scroll to the Tips section.
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.
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:
Enter the merchant password and touch Confirm.
Scroll to the Configure application section.
Touch Terminal options.
Scroll to the Tips section.
If you have more than one terminal, repeat steps 1 to 6 for each additional terminal where you want enable a manual 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:
Enter the merchant password and touch Confirm.
Scroll to the Configure application section.
Touch Terminal options.
Scroll to the Tips section.
Repeat step 7 for any additional percentage preset values you want to change.
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.
NOTE: If you have multiple terminals, you should ensure that they are all configured to offer the same preset tip percentages to avoid one terminal displaying different tip percentages from the other terminal(s).
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:
Enter the merchant password and touch Confirm.
Scroll to the Configure application section.
Touch Terminal options.
Scroll to the Tips section.
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.
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.
NOTE: The tip threshold feature is designed to protect the customer and the merchant by ensuring that the customer is aware of the generous tip they intend to leave, which prevents the possibility of a future chargeback.
To enable the tipping percentage threshold:
Enter the merchant password and touch Confirm.
Scroll to the Configure application section.
Touch Terminal options.
Scroll to the Tips section.
If you have more than one terminal, repeat steps 1 to 7 for each additional terminal where you want to enable the 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:
Enter the merchant password and touch Confirm.
Scroll to the Configure application section.
Touch Terminal options.
Scroll to the Tips section.
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.
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:
Enter the merchant password and touch Confirm.
Scroll to the Configure application section.
Touch Terminal options.
Scroll to the Tips section.
If you have more than one terminal, repeat steps 1 to 6 for each additional terminal where you want to disable manual tip percentage.
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:
Enter the merchant password and touch Confirm.
Scroll to the Configure application section.
Touch Terminal options.
Scroll to the Tips section.
If you have more than one terminal, repeat steps 1 to 6 for each additional terminal where you want to disable tipping.
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:
Enter the merchant password and touch Confirm.
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.
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
IMPORTANT! If you disable printing for any of these operations, the customer will have no physical evidence of these 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
Enter the merchant password and touch Confirm.
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.
Enabled Disabled
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.
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.
TIP: You should prepare your message on a piece of paper in advance, to ensure that you have the correct number of characters per line.
Enter the merchant password and touch Confirm.
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.
If a transaction receipt is lost or damaged, you can print a duplicate copy of the receipt.
Enter the merchant password and touch Confirm.
Scroll to or search for the desired transaction to reprint.
Touch the desired transaction to display the details.
In the Reprint screen, touch the button for the transaction receipt you want to reprint:
Merchant copy
Customer copy
Both copies
NOTE: If you have more than one terminal and your merchant profile is configured to display only transactions processed on individual terminals, you may need to repeat this procedure if you are unsure of which terminal issued the original 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.
NOTE: Printing the transaction receipts for the customer AND merchant will consume more printer paper.
Enter the merchant password and touch Confirm.
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.
If you see a black square in this checkbox, .NET Framework 3.5 is already enabled and no further action is required.
If the checkbox is blank, enable it.
From the main screen, touch the Menu button.
Scroll to the Semi-integrated configuration section and touch SecurePay options.
In the Connection information section, review the information that appears.
From the main screen, touch the Menu button.
Scroll to the Semi-integrated configuration section and touch SecureTable options.
From the main screen, touch the Menu button.
Scroll to the Semi-integrated configuration section and touch SecurePay options.
From the main screen, touch the Menu button.
In the Configure application section, touch Printer options.
In the Copies section, slide the Receipt Copy Printouts toggle switch to the right if it isn't already enabled.
From the main screen, touch the Menu button.
In the Configure application section, touch Printer options.
In the Copies section, slide the Receipt Copy Printouts toggle switch to the left.
From the main screen, touch the Menu button.
In the Configure application section, touch Printer options.
Scroll to the bottom of the screen to find the Footer section and touch Print footer.
On the Footer option screen, delete the text in the Footer no. 1 field and enter the first line of your custom message.
Select the desired password by touching Merchant or Admin or touch No password to disable password protection for refunds.
From the main screen, touch the Menu button.
In the Configure application section, touch Printer options.
Scroll to the bottom of the screen to find the Footer section and touch Print footer.
On the Footer option screen, slide the Print footer toggle switch to the left.
Toggle the Enable training mode switch to the right.
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.
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.
From the main screen, touch the Menu button.
In the Configure application section, touch Printer options.
In the Copies section, slide the Receipt Copy Printouts toggle switch to the right if it isn't already enabled.
From the main screen, touch the Menu button.
In the Configure application section, touch Printer options.
In the Copies section, slide the Merchant Copy Printouts toggle switch to the right if it isn't already enabled.
From the main screen, touch the Menu button.
In the Configure application section, touch Printer options.
In the Copies section, touch Printout color depth.
On the Printout color depth screen, touch the desired contrast level: Pale, Normal, or Dark.
Reverse on declined: Prints the transaction result in white on a dark background for declined transactions
From the main screen, touch the Menu button.
In the Configure application section, touch Printer options.
From the main screen, touch the Menu button.
In the Transaction management section, touch Transaction History.
Touch Reprint.
The terminal prints the selected duplicate copy(ies) of the transaction receipt.
From the main screen, touch the Menu button.
In the Configure application section, touch Printer options.
Scroll to the bottom of the screen to find the Footer section and touch Print footer.
On the Footer option screen, slide the Print footer toggle switch to the right.
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.
From the main screen, touch the Menu button.
In the Configure application section, touch Printer options.
Scroll to the bottom of the screen to find the Footer section and touch Print footer.
On the Footer option screen, delete the text in the Footer no. 1 field and enter the first line of your custom message.
From the main screen, touch the Menu button.
Scroll to the Semi-integrated configuration section and touch SecureTable options.
Scroll to the Split calculator options section.
From the main screen, touch the Menu button.
In the Transaction management section, touch Transaction History.
From the main screen, touch the Menu button.
In the Transaction management section, touch Transaction History.
From the main screen, touch the Menu button.
In the Transaction management section, touch Reports.
Toggle the Enable training mode switch to the left.
From the main screen, touch the Menu button.
Toggle the Tip processing switch to the right.
From the main screen, touch the Menu button.
The Percentage presets display the current values.
From the main screen, touch the Menu button.
If it isn't already enabled, toggle the Manual percentage input switch to the right.
From the main screen, touch the Menu button.
Touch Percentage presets.
On the Tip percentage presets screen, touch the tip preset field you want to change (Tip preset no. 1, Tip preset no. 2, or Tip preset no. 3) and replace the current percentage with a new value.
From the main screen, touch the Menu button.
Touch Tip presets text size.
On the Tip presets text size screen, touch the text size you want to use (Normal, Large, or Very Large).
From the main screen, touch the Menu button.
Touch Tip threshold.
On the Tip threshold screen, toggle the Tip threshold switch to the right.
From the main screen, touch the Menu button.
Touch Tip threshold.
On the Tip threshold screen, change the percentage value in the Threshold field.
From the main screen, touch the Menu button.
Toggle the Manual percentage input switch to the left.
From the main screen, touch the Menu button.
Toggle the Tip processing switch to the left.
Pale | Normal | Dark |
---|
From the main screen, touch the Menu button.
In the Configure application section, touch Printer options.
In the Copies section, touch Printout color depth.
On the Printout color depth screen, touch the desired contrast level: Pale, Normal, or Dark.
Reverse on declined: Prints the transaction result in white on a dark background for declined transactions
From the main screen, touch the Menu button.
In the Configure application section, touch Printer options.
From the main screen, touch the Menu button.
In the Configure application section, touch Printer options.
Scroll to the bottom of the screen to find the Footer section and touch Print footer.
On the Footer option screen, slide the Print footer toggle switch to the right.
From the main screen, touch the Menu button.
In the Transaction management section, touch Transaction History.
NOTE: Because all of a merchant's transactions processed on all terminals are saved immediately to the server, the list of transactions may be quite long. For more information on searching for a transaction, refer to the procedure.
Touch Reprint.
The terminal prints the selected duplicate copy(ies) of the transaction receipt.
From the main screen, touch the Menu button.
In the Configure application section, touch Printer options.
In the Copies section, slide the Merchant Copy Printouts toggle switch to the right if it isn't already enabled.
Configuration Settings
Accessing Configuration Settings
Connection Settings
Duplicate Transaction Options
Table Search Options
Split Calculation Options
Select POS Type
Transaction Management
Configure Tipping Options
Configure Printing Options
Configure Password Options
Help and Trainig Tools
Transaction Management
Search for a Transaction
Print Detailed Transaction Report
Print Batch Summary Report
The topics covered in this section include:
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:
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.
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:
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)
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.
NOTE: To ensure the security of your transactions, it is strongly recommended that you enable the use of passwords for the selected functions.
Sale without tip
Sale with tip
Normal
Large
Very Large
Lightest printout (lowest contrast), prints faster and uses less battery | Default printout setting, average printing speed and battery use | Darkest printing (highest contrast), prints slower and uses more battery |
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.
Enter the merchant password and touch Confirm.
TIP: You can also remove the message from the receipt footers using the Disable Personalized Message on Receipt Footer procedure; it prevents the message from printing on the receipt, but remains available for later use if desired.
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.
If you previously enabled the printing of merchant transaction receipts and you no longer want or need them, you can quickly disable the function.
Enter the merchant password and touch Confirm.
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.
Topics covered here:
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:
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.
NOTE: Be aware that if you disable this function, the Secure Payment application's payment module can be closed at any time by anyone, whether intended or not.
From the main screen, touch the Menu button.
Enter the merchant password and touch Confirm.
Scroll to the Configure application section.
Touch Terminal options.
Scroll to the General section.
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.
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.
From the main screen, touch the Menu button.
Enter the merchant password and touch Confirm.
Scroll to the Configure application section.
Touch Passwords.
Scroll to the Require password for transactions section.
Enable the use of the Merchant password by toggling the following switches to the right:
Force post
Cash
Swipe
Disable the use of the Merchant password by toggling the previously listed switches to the left.
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.
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.
NOTE: Do not forget the new Administrator password; the only way to reset it is to contact PayFacto support.
From the main screen, touch the Menu button.
Enter the merchant password and touch Confirm.
Scroll to the Configure application section.
Touch Passwords.
Scroll to the Set passwords section.
Touch Administrators.
Enter the current Admin password in the Password field and touch Confirm.
Enter a new 6-digit numeric Admin password in the Password field. Keep in mind the password requirements when setting the new Admin password.
Re-enter the new password in the Confirm new password field.
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 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:
The Secure Payment application's payment module includes tools for training and user assistance. These include:
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
From the main screen, touch the Android system Back button, found on the bottom left third of the screen.
Enter the merchant password and touch Confirm.
To exit the application using the Exit menu on the Settings page:
From the main screen, touch the Menu button.
Enter the merchant password and touch Confirm.
Scroll to the Help & training tools section.
Touch Exit.
Touch the Confirm button to exit the application.
The Secure Payment application offers 24/7 customer and technical support.
From the main screen, touch the Menu button.
Enter the merchant password and touch Confirm.
Scroll to the Help & training tools section.
Touch Support.
The Support screen displays the available support options.
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.
From the main screen, touch the Menu button.
Enter the merchant password and touch Confirm.
Scroll to the Help & training tools section.
Touch About.
The About screen displays the following information:
App Version
Version Code
Device Model
Serial Number
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.
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.
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.
Download and install Java from the Oracle website:
Once Java is installed on your system, retry installing STPISecure.
Being specifically designed with the Hospitality industry in mind, tip management is an integral part of SecurePay. This section focuses on the various options available in SecurePay to facilitate tip management.
Tip processing
Enable this option to have the SecurePay 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 SecurePay module add a button allowing the customer to enter a tip percentage manually.
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
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.
The Tip Threshold is a control measure to prevent accidental over-tipping. If the tip amount exceeds the set threshold, SecurePay will request the administrator password before applying the tip.
IMPORTANT! Be sure to carefully evaluate how tips work in the establishment before setting this value. With low value items, the threshold percentage can be exceeded very quickly. For example, buying a water bottle for $2.00 and leaving $1.00 as a tip is already 50% in tip value.
From the main screen, touch the Menu button.
In the Configure application section, touch Printer options.
Scroll to the bottom of the screen to find the Footer section and touch Print footer. The Footer option screen appears.
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:
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:
From the main screen, touch the Menu button.
In the Configure application section, touch Printer options.
In the Copies section, slide the Merchant Copy Printouts toggle switch to the left.
Enable the use of the Merchant password before closing the payment module by toggling the Ask password on exit switch to the right.
Disable the use of the Merchant password before closing the payment module by toggling the Ask password on exit switch to the left.
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.
Tip options are found in SecurePay's . Here is a summary of available tip options:
Normal | Large | Very Large |
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Terminal user
Who can reset
What to do
Administrator
PayFacto Support
The Administrator password can only be reset with a Superuser password, which requires the assistance of Technical Support.
Refer to the Obtaining Support procedure.
Merchant
Administrator
A Merchant password can be reset using the Admin password.
Refer to the Change Merchant Password procedure.
Operator
Administrator or Merchant
Operator passwords can be reset using the Admin or Merchant password.
Refer to the Change Operator Password procedure.
User Level
Description
Administrator
Configured when you activated your terminal, the Administrator password can protect the terminal against unauthorized reimbursements in the Secure Payment application's payment module. You can use the Administrator password for any function that requires a Merchant or Operator password.
Merchant
Configured when you activated your terminal, the Merchant password protects the terminal from completing certain sales and reimbursement functions without authorization. You can use the Merchant password to complete a transaction when Operator identification requires a password to process a sale.
Operator
Assigned when creating one or more terminal operators. Can be enabled to protect unauthorized sales when paired with the associated operator ID.
Passwords
Understanding Password Hierarchy
Password Requirements
Incorrect Password Entries
Forgotten Passwords
Change Administrator Password
Change Merchant Password
Password Protection for Functions and Transactions
Reimbursement Passwords
Sales Transaction Passwords
Application Exit Password
Trainig Mode
Enable Training Mode
Disable Training Mode
Getting Support
Exiting the Application
About Secure Payment
Tip Preset Config - One Preset | Screenshot - One tip preset |
Tip Preset Config - two Presets | Screenshot - Two tip presets |
Tip Preset Config - No Presets | Screenshot - Zero tip presets |