Duplicate Transaction Options

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

To set the terminal's duplicate transaction behavior:

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

1. Enter the merchant password and touch Confirm.

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

1. Scroll to the Duplicate transaction prevention section.

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

   • Repost

   • Off

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

Split Calculation Options

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

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

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

1. Enter the merchant password and touch Confirm.

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

1. Scroll to the Split calculator options section.

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

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

Select POS Type

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

To select the POS type for the SecureTable module:

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

1. Enter the merchant password and touch Confirm.

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

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

• Maitre'D

• Squirrel POS

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

Accessing Configuration Settings

To access the SecureTable module's configuration settings:

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

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

Connection Settings

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

To view the terminal's network connection settings:

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

1. Enter the merchant password and touch Confirm.

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

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

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

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

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

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

Configuration Settings

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

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

• Accessing Configuration Settings

  • Connection Settings

  • Duplicate Transaction Options

  • Table Search Options

  • Split Calculation Options

  • Select POS Type

• Transaction Management

  • Print Detailed Transaction Report

  • Print Batch Summary Report

• Application Configuration

  • Passwords

  • Tipping and Cashback

  • Printing Options

• Help and Training Tools

  • Training Mode

  • Getting Support

  • Exiting the Application

  • About Secure Payment

Table Search Options

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

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

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

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

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

To set the table search options for the SecureTable module:

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

1. Enter the merchant password and touch Confirm.

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

1. Scroll to the Table search options section.

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

   • Search by table number

   • Search by check number

   • Employee number required

   • Show tables as deliveries

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

Transaction Management

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

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

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

The available transaction reports are:

• Batch details

• Batch summary

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

Print Detailed Transaction Report

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

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

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

1. Enter the merchant password and touch Confirm.

2. In the Transaction management section, touch Reports.

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

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

Print Batch Summary Report

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

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

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

1. Enter the merchant password and touch Confirm.

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

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

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

Topics that are included:

Tipping and Cashback

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

Tipping

• Enable Tipping

• Preset Tip Percentage

• Enable Manual Tip Percentage

• Change a Preset Tip Percentage

• Change Tip Preset Text Size

• Enable Tipping Threshold

• Set Tipping Threshold

• Disable Tipping Threshold

• Disable Manual Tip Percentage

• Disable Tipping

Cashback

• Enable Cashback

• Preset Cashback Amount

• Change a Preset Cashback Amount

• Require Customer Signature for Cashback

• Disable Cashback

Enable Cashback

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

To enable cashback for a debit sale:

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

1. Enter the merchant password and touch Confirm.

2. Scroll to the Configure application section.

3. Touch Terminal options.

4. Scroll to the Cashback section.

5. Toggle the Cashback processing switch to the right.

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

Preset Cashback Amount

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

To view the preset cashback amounts:

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

1. Enter the merchant password and touch Confirm.

2. Scroll to the Configure application section.

3. Touch Terminal options.

4. Scroll to the Cashback section.

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

Change a Preset Cashback Amount

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

To change a preset cashback amount:

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

1. Enter the merchant password and touch Confirm.

2. Scroll to the Configure application section.

3. Touch Terminal options.

4. Scroll to the Cashback section.

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

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

Require Customer Signature for Cashback

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

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

To enable or disable the signature line for cashback transactions:

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

1. Enter the merchant password and touch Confirm.

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

Disable Cashback

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

To disable cashback for a debit sale:

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

1. Enter the merchant password and touch Confirm.

2. Scroll to the Configure application section.

3. Touch Terminal options.

4. Scroll to the Cashback section.

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