Main Media Type for SecurePay

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.

Configuration Procedure

1. Logon to the Maitre’D Back-Office with appropriate credentials. (Distributor or System Owner)

1. Start the Point of Sale Control Module.

1. Click the Payments menu, and select the Media Types… option.

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

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

• Media Type ID #

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

  Description

  Enter a meaningful description for this media type. This should 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.

1. Click on the Option branch

Print Receipt (Optional)

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

Check on Receipt (Optional)

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

Folio

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

Keyboard Input

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

Included in Report

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

Open Drawer (Optional)

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

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

1. 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.

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.

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

1. 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.

Important

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.

See Media Type mappings for SecureTable or SecurePay

Employee Configurations

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.

1. Logon to the Maitre’D Back-Office with appropriate credentials. (Distributor or System Owner)

1. Start the Point of Sale Control Module.

1. Click the Employees menu, and select Configuration...

1. The list of all current employee configurations will be displayed. Select the configuration that needs to be modified and click the Modify button.

1. Click on the Media branch.

Media / Payment

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.

1. Click OK to save changes and close this window.

2. 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.

Assign a Payment Terminal to POS Workstation

Each payment terminal using SecurePay 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 SecurePay 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.

Procedure

1. Logon to the Maitre’D Back-Office with appropriate credentials. (Distributor or System Owner)

1. Start the Point of Sale Control Module.

1. Click the Workstation menu, and select Options...

1. The list of available POS workstations will appear. Select the POS Workstation to which you want to assign a payment terminal and click Modify.

1. 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.

1. In the Add Device dialog, select PIN Pad and click the Setup button.

1. Setup the device as follows:

Type

Select Network from the drop-down list.

Port

This setting is disabled and cannot be configured. Ignore it.

Driver

Select External from the drop-down list.

IP Address

Enter the IP address of the payment terminal.

Port Number

Enter the TCP port number used by the payment terminal. The default value for SecurePay is 9999.

ID

This setting is disabled and cannot be configured. Ignore it.

Idle Message

This setting is disabled and cannot be configured. Ignore it.

Identity

Enter the payment terminal's identity, which is supplied by the payment processor. This is also referred to as Terminal ID or TID.

Prompt for tip

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.

Print Tip Line

This setting is disabled and cannot be configured. Ignore it.

1. Click OK on the Device Setup dialog to save your changes. The new device will appear in the list:

1. Click OK to save changes to the workstation setup and close this window.

2. 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.

Media Type Mappings for SecurePay

Before you begin

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

Creating mappings for each card brand

1. Logon to the Maitre’D Back-Office with appropriate credentials. (Distributor or System Owner)

1. Start the Point of Sale Control Module.

1. Click the Payments menu, and select the Media Types… option.

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

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

Media Type ID #

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

Description

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

Payment Type

Select the Charge option from the drop-down list.

Payment Surplus

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

• Select NULL if the merchant does not accept tips.

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

1. Click on the Option branch.

Print Receipt (Optional)

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

Check on Receipt (Optional)

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

Folio

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

Keyboard Input

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

Included in Report

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

Open Drawer (Optional)

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

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

1. Click on the Card Property branch.

EFT Category

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

Type

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

Cash

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

Credit

Select this option for all credit card payments.

Debit

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

Other

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

Discount Rate

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

Tips Credit Fees

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

Electronic Funds Transfer

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

Hide Card Number

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

Show on Merchant Copy

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

Credit Only

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

Validation

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

Expiration

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

Debit Card

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

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

Card Validation

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

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

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

Electronic Funds Transfer Module Setup

Verify the Maitre’D license

Make sure that the Maitre’D Electronic Funds Transfer Interface option is 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. Only one option is required for SecurePay to operate properly:

• Interface Electronic Fund Transfer.

If this option is missing, it will need to be purchased before you can use SecurePay. Please contact your local sales representative.

Electronic Funds Transfer (EFT) Interface setup

1. Logon to the Maitre’D Back-Office with appropriate credentials. (Distributor or System Owner)

1. Start the Electronic Funds Transfer Module.

1. Click the View menu, and select Options…

1. 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.

1. 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.

1. 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.

1. 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.

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

Generic Media Type Mapping For SecurePay

Before you begin

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

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

Creating the Generic mapping

1. Logon to the Maitre’D Back-Office with appropriate credentials. (Distributor or System Owner)

1. Start the Point of Sale Control Module.

1. Click the Payments menu, and select the Media Types… option.

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

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

Media Type ID #

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

Description

Enter a meaningful description for this media type. 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.

1. Click on the Option branch.

Print Receipt (Optional)

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

Check on Receipt (Optional)

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

Folio

Disabled. This option needs to be disabled.

Keyboard Input

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

Included in Report

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

Open Drawer (Optional)

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

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

1. Click on the Card Property branch.

EFT Category

Set this drop-down list to Other EFT.

Type

Set this drop-down list to Credit.

Discount Rate

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

Tips Credit Fees

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

Electronic Funds Transfer

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

Hide Card Number

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

Show on Merchant Copy

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

Credit Only

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

Validation

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

Expiration

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

Debit Card

Disable this option for the generic media type mapping.

Card Validation

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

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

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