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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 RTI-SIPA plugin.
Configure your POS System.
Connect, power up and configure payment terminals.
By default, the payment terminals using SecurePay 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.
This document will cover the configuration required to operate SecurePay with integration to POS systems through the Retail Terminal Interface for Semi-Integrated Payment Applications (RTI-SIPA) plugin.
The SecurePay Android application is a bi-directional interface which links the PayFacto payment application to a POS system such as Maitre'D or Veloce. SecurePay 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. SecurePay 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 application 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 SecurePay with various POS systems allows the payment terminal to retrieve guest check data from the POS System. Once a payment has been processed by the payment terminal, SecurePay 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.
SecureTable and SecurePay 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. SecureTable and SecurePay share a similar user interface which provides a consistent user experience for customers and employees.
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.
Logon to the Maitre’D Back-Office with appropriate credentials. (Distributor or System Owner)
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.
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.
Logon to the Maitre’D Back-Office with appropriate credentials. (Distributor or System Owner)
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.
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.
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 Media Type Mappings for SecurePay for more details.
Logon to the Maitre’D Back-Office with appropriate credentials. (Distributor or System Owner)
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.
After the Retail Terminal Interface for Semi-Integrated Payment Application (RTI-SIPA) plugin has been installed, configured and running properly on the POS system's Back-Office and POS workstations, make sure that all payment terminals are properly configured so they can communicate with the POS system and the Internet. Android payment terminals are generally shipped with all the necessary applications pre-installed by PayFacto, including the latest version of SecurePay and the latest version of the Payment application. If the SecurePay application appears to be missing, install it using the instructions below.
The instructions below were created using the PAX A920 and PAX A80 Android-based Payment terminals and the PAX store. However, the instructions are the same for all Android-based payment terminals, such as other models offered by PAX, AMP terminals or Clover Flex. For brands other than PAX, the mechanism they use to install apps may look different, but the general principle should remain the same.
PAX A920 PAX A80
Before installing SecurePay on your payment terminal, please make sure that the appropriate payment application is installed and configured properly. You may also want to check out our documentation on the PAX A920, A920Pro or A80 terminals or any other Android-based terminal you may be using with SecurePay.
Android PayFacto Application - Manual setup of application
PayFacto Quick Reference Guide
Link
NOTE: The SecurePay application can be installed on certified payment terminals only. It cannot be used on regular phones or tablets.
Power-up your terminal, and make sure it is connected to the Internet.
If any application start automatically, shut them down to reach the Android home screen.
From the Android home screen, start the PAXSTORE by touching the appropriate icon.
In the PAXSTORE (Application Marketplace), search for SecurePay.
Locate the version which is appropriate for your region, and touch the GET button to start thedownload and installation process
The details of the application will be displayed. Then, to install the application:
Touch GET
Download starts
Touch INSTALL
Installing
Touch OPEN
You can also use the Android Back button to return to the Android home screen and use the installed shortcut to start the application.
The installation of the SecurePay Android application is now complete.
If the SecurePay application does not start automatically, simply touch the appropriate icon on the Android home screen. A splash screen will briefly be displayed, followed by the SecurePay home screen.
The Settings button is used to access SecurePay's configuration options. This icon appears in the top-right corner of the SecurePay home screen.
When available, the Home button will appear in the top-right corner of the screen. Use it to jump directly to the SecurePay home screen without saving changes.
Back
When available, the Back button will appear in the top-left corner of the screen. Use it to go back to the previous screen without saving changes.
The SecurePay application settings are protected by a password. The default password on a new installation is 1234
To exit the SecurePay application, swipe the terminal's screen either from the top edge going down, or the bottom edge going up, then touch the Android Home (circle) button.
You will be prompted to enter a passcode to exit the application. Enter the passcode and touch the OK button.
NOTE: The default passcode after a new installation is 1234. It is the same as the settings password.
The FUNCTIONS menu will be displayed. Touch the CONFIGURATION button.
You will be prompted to enter a password before you can access settings. Enter the password and press the OK key.
The SETTINGS screen will be displayed.
NOTE: The default password after a new installation is 1234.
IP Address
This is the IP address currently assigned to the payment terminal.
Advanced Settings
Touch this link to access the Advanced Settings screen.
Functions Menu
Touch this link to access the Functions Menu screen.
OK
Touch this button to return to the home screen.
Setting Password
Configure the password used to access settings. This is also the password that will be requested if the customer enters a tip amount that exceeds the Tip Threshold.
Tip
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.
Configure preset tip percentages that the customer will see when prompted for tip. Up to 3 presets can be configured. If you do not wish to use all of them, presets that are set to 0% will not be displayed to the customer.
Tip Preset Text Size
Select the text size used to display preset tip percentages. Available choices are Normal, Medium and 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.
Enable Confirmation
Enable this option to present a dedicated tip confirmation screen for the customer. If this option is disabled, the tip confirmation screen will be skipped when selecting a tip preset or the NO TIP option. If using custom $ or custom % with this option disabled, the tip amount, percentages and resulting totals will be updated in real-time as the customer types the numbers in, but no additional confirmation screen will be presented before the actual payment.
Auto Start
Enable this option to have the SecurePay application start automatically when powering on the payment terminal.
Request Preauth Before Void
This option is used to determine the behaviour of incremental preauthorizations for bar tabs, when the sale amount exceeds the original preauth amount.
When this option is enabled, a new preauth request will be processed before voiding the old one. The advantage is that the merchant will know for sure that the new preauth is approved before voiding the old one. However, there is a risk that the new preauth could be declined, due to the card's credit limit being exceeded, as both preauths will coexist until the original preauth is voided.
When this option is disabled, the original preauth will be voided before the request for the new preauth is made. With this method, the risk of getting a decline is somewhat lower, but still exists nonetheless. As the new preauth amount is generally higher than the original preauth amount, it could potentially exceed the card's credit limit.
Exit Password Required
With this option enabled, the SecurePay application will request the settings password before closing.
Currency
Select the default currency for your region. Supported currencies are:
Canadian Dollar (CAD ($))
United States Dollar (USD ($))
United Kingdom Pound (GBP (£))
European Union Euro (EUR (€))
Australian Dollar (AUD ($))
Enable this option to allow users to access and print the Detailed Report and Summary Report from the No-password menu. If this option is disabled, the reports can still be printed from the FUNCTIONS menu, which requires the settings password.
Enable this option to activate the Reprint Receipt option in the No-password menu. If this option is disabled, the receipts can still be reprinted from the FUNCTIONS menu, which requires the settings password.
Upload Logs
Enable this option to upload the SecureTable application logs to the PayFacto Cloud services. It is recommended to leave this option enabled.
Allow App Reboot
Enable this option to allow the SecurePay application to restart itself. Note that this only re-initializes the application, and does not involve a full terminal reboot.
Reboot times
This is only visible if Allow App Reboot is enabled. By default, SecurePay is preconfigured with 3 reboot time entries.
You can edit existing entries by touching the time. A clock will appear which allows you to change the reboot time.
You can delete existing entries by touching the trash can icon to the right of each entry.
You can add more entries by touching the Add new button at the bottom of the list.
Allow Terminal Reboot
Enable this option to allow the terminal to reboot after an automatic batch settlement. It is recommended to leave this option enabled.
WiFi Settings
Use this shortcut to configure the payment terminal's WiFi settings.
SAVE
Touch this button to save your changes and return to the home screen.
NOTE: The payment terminal MUST be connected to your WiFi or Ethernet network and have internet access. Otherwise, payments cannot be processed and payment information cannot be transmitted to the POS system.
IMPORTANT! Be sure to touch the SAVE button to save your changes. Using any other button to exit from the settings screen will discard all changes.
.
NOTE: It is highly recommended to change the default password as soon as possible. See for the detailed procedure.
From the SecurePay home screen, touch the cog wheel icon ( ) at the top-right of the screen.
Enable this option to allow users to access a simplified version of the Functions menu without entering a password. This menu is accessed by touching the cog wheel icon ( ) at the top-right of the home screen. Enabling this option will also unlock access to the Allow Reports Printing and Allow Receipt Reprinting options below.
SecurePay Installation on Android Payment Terminals
SecurePay Application - Basic Navigation
SecurePay Application Configuration
SecurePay Functions
This section will cover the general workflow that users and customers will see when using SecurePay. The workflow will vary slightly based on the SecurePay application's configuration.
With SecurePay, the payment process is always initiated by the POS system. SecurePay 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.
f the Tip option is enabled in the SecurePay application settings, the tip calculation screen will be displayed.
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-set percentages;
Enter a custom dollar amount;
Enter a custom percentage;
Leave no tip at all.
Bill Amount
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 advanced settings are displayed. Each percentage box also indicates the corresponding dollar amount.
Touching a preset automatically adds the stated tip amount to the transaction.
$
Touch the $ button to enter a custom dollar amount as tip instead of using a preset.
%
Touch the % 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.
If the Enable Confirmation option is enabled in the SecurePay application settings, the tip confirmation screen will appear. This is the last confirmation before the actual payment.
Total amount
This is the total amount to be paid, which is calculated from the check amount plus tip amount.
Bill Amount
This is the amount that was passed from the POS system. It is also known as the Check amount or Invoice amount, depending on the terminology used by the POS system.
Tips (__%)
This field displays the tip amount added. The percentage between parenthesis is calculated from the Bill amount vs. tip amount, and is always rounded to the nearest percentage point.
CONFIRM & PAY
Touch this button to proceed with the actual payment.
CANCEL
Touch this button to cancel the transaction and return to the home screen to start over. A confirmation screen will be displayed before actually cancelling the operation.
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.
This document will cover the configuration required to operate SecureTable using the Maitre’D direct integration to the STPI client.
SecureTable is a universal middleware platform that provides an EMV-Compliant, Pay at the Table (PATT) processing solution that can be connected to a POS (Point of Sale) system. The solution can work in standalone mode as well as integrated to a Point of Sale (POS) system such as Maitre’D, Veloce, Squirrel, Aloha and Micros among other.
SecureTable uses a “Pull” architecture. This means that a payment terminal using SecureTable can initiate the transaction process by Pulling check data from the POS system. In other words, after the guest checks are printed and handed to customers, there is no need for the server to walk back to the POS workstation to apply payments and close guest checks. All payments, including credit, debit and cash, can be applied at the table side, and checks are closed automatically.
By comparison, a traditional "Push" architecture is a system where the transaction would be initiated from the POS system, and check data pushed to the payment terminal. In a table-service restaurant, this process often required the customers to get up and walk to the POS workstation to insert their payment card and enter their PIN using a tethered payment terminal.
The integration of SecureTable with various POS systems allows the payment terminal to retrieve guest check data from the POS System. Once a payment has been processed by the payment terminal, SecureTable 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.
SecureTable and SecurePay 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. SecureTable and SecurePay share a similar user interface which provides a consistent user experience for customers and employees.
If a third-party solution with tethered (wired) payment terminals is already in place and integrated to the POS system, SecureTable can still be used without worry. A configurable table-locking or invoice-locking mechanism prevents accidentally accessing guest checks that are being processed by a payment terminal through SecureTable. This means that establishments can, for example, use wireless payment terminals with SecureTable in the dining room while using tethered payment terminals for the cashier station, bar, pickup counter and drive-through windows.
With a direct integration, Maitre’D communicates directly with SecureTable’s STPI client through a secure socket connection without using drop-files. This allows Maitre’D to take advantage of all the features offered by SecureTable, without the limitations imposed by using the former TPI client middleware.
Installation Process Overview
Install Microsoft .NET Framework 3.5 SP1
Install Java for Windows
Install the STPI Secure Client software
Activate the STPI Secure License
Start the STPI Client for the first time
Configure the STPI Client as a Service
Before a license can be activated, it needs to be purchased and created for you. Please contact the PayFacto Boarding team or your local Sales Representative to purchase a STPISecure license.
After you have purchased a STPISecure license, the license file will be sent to you as a text file attachment via e-mail. The e-mail will come from the PayFacto Boarding Team or your local Sales Representative.
Save the file from the e-mail to your Windows Desktop. Typically, the file is named something like "Licdefault_12345.txt".
Rename the file to "Lic.txt". To achieve this, you can right-click the file and select the Rename option, or select the file and press the F2 key on your keyboard.
Move the file to the following folder:
C:\Program Files (x86)\PayFacto\STPISecure\STPIClient\
The license activation process is now complete.
IMPORTANT! Before attempting to start the STPI Secure client, a license needs to be installed. Otherwise, the STPI Secure Client will attempt to start and immediately shutdown.
After the STPISecure installation process, a folder called STPI Shortcuts was created on your Windows Desktop. This folder contains the shortcut that will be used to start the STPI Client software.
To run correctly, the STPI Secure Client needs to run with Windows Administrative privileges. To achieve this:
From the Windows desktop, open the folder called STPI Shortcuts by double-clicking on it.
Two shortcuts allow you to start the STPI Client. You can use either STPIClient (Hidden) or STPIClient. Select the shortcut which better meets your desired use case:
This shortcut makes the STPI Client run with the command prompt window visible on the screen. This takes up space on the screen and on the Windows taskbar, but allows you to see all the operations going through the STPI Client in real-time.
This shortcut allows the STPI Client to run with the command prompt window hidden from view. This frees up space on the screen and Windows taskbar, but the operations going through the STPI Client are not visible.
Right-click the shortcut called STPIClient or STPIClient (Hidden), and select the Properties option.
The STPIClient or STPIClient (Hidden) shortcut's properties page opens to the Shortcut tab. Click the Advanced... button.
Activate the Run as administrator checkbox and click OK.
You will be back to the STPIClient (or STPIClient (Hidden)) shortcut's properties page. Click OK to close it.
With this setup, the STPI Secure client will always start with administrative privileges whenever you use this shortcut.
IMPORTANT! If you intend to use the STPIClient as a service instead of running it as an application, please skip the rest of the instructions on this page and go directly to the Configure the STPIClient as a Service guide.
You can add a copy of the STPIClient or STPIClient (Hidden) shortcut to the Windows startup folder to force the STPI client to start automatically as Windows starts. Here is the procedure to follow with Windows 10:
Make sure that hidden files and folders are visible:
a. From Windows explorer, click on the View menu and make sure that the Hidden Items option is selected from the Show/Hide section.
Browse to the following folder:
C:\ProgramData\Microsoft\Windows\Start Menu\Programs\StartUp
Copy the STPISecure or STPISecure (Hidden) shortcut to the StartUp folder.
NOTE: Be sure to apply the Run as administrator option as explained above, before copying the shortcut.
With this setup, the STPI Client application with automatically start itself if Windows is restarted.
Double-click the STPIClient or STPISecure (Hidden) shortcut.
you will see a UAC warning. Click Yes.
If you selected the regular STPISecure shortcut, a command prompt window will appear, with the Running Admin shell header. You will see text scrolling on the window. If you used the STPISecure (Hidden) instead, you will not see this window and skip directly to the next step.
The very first time the STPIClient starts, you will see a Windows Security Alert from the Windows Defender Firewall.
a. Enable the Domain networks, such as a workplace network option (available only if your PC is part of an Active Directory domain).
b. Enable the Private networks, such as my home or work network option.
c. Disable the Public networks option.
d. Click Allow access.
If you selected the STPISecure shortcut, the command prompt window will remain on the screen. You may minimize it, but do not close it.
An icon will also be added to the Windows system tray.
IMPORTANT! Stopping the STPI Client application will prevent payment terminals using SecureTable from processing transactions. Only stop the STPI Client for troubleshooting purposes.
If you are using the STPISecure shortcut, simply close the command prompt window by clicking the "X" in the upper-right corner.
You can also right-click the STPI icon in the system tray and select the Exit option.
The STPI Client software is now up-and-running on your system.
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).
a. If this feature is not listed, install .NET Framework manually. (See below)
b. If you see a black square in this checkbox, .NET Framework 3.5 is already enabled and no further action is required.
c. If the checkbox is blank, enable it.
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:
Microsoft .NET Framework 3.5 SP1
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.
The STPISecure Installer, the STPISecure client software for SecureTable and the RTI-SIPA plugin for SecurePay requires the installation of Java for Windows software. This can be downloaded and installed for free from Oracle’s Java website, .
Make sure that the Maitre’D Electronic Funds Transfer Interface and Enhanced EFT options are included on the Maitre’D license. To confirm this, simply logon to the Maitre’D Back-Office using appropriate credentials, click on the File menu and select the Licenses option.
This will bring up the license’s properties. Two options are required for SecureTable to operate properly:
Interface Electronic Fund Transfer.
Enhanced EFT.
If any of these two options are missing, they will need to be purchased before you can use SecureTable. Please contact your local sales representative.
Logon to the Maitre’D Back-Office with appropriate credentials. (Distributor or System Owner)
Start the Electronic Funds Transfer Module.
Click the View menu, and select Options…
The Configuration screen opens on the Interface branch.
The settings from the Interface, Identification, Operation, Receipt, Payment Device Tip Suggestion, Remote Payment Device and Home Page branches don't have any effect on the operation of SecureTable. Please make sure not to change or remove any settings found in these pages, as these could affect the operation of tethered payment terminals.
NOTE: It is possible to use tethered payment terminals from a third-party processor along with SecureTable. The settings in these windows would then be setup per your processor’s requirements.
Click on the Pay at the Table branch.
Pay at the table
Enable this option to activate Pay at the Table (PATT) functionality.
PATT Protocol
Select the SecureTablePay protocol.
Log Level
Select the desired log level for the Pay at the Table interface. Available choices are:
None: No log file is created.
Standard: Standard log level. All operations are logged in a summary format.
Detailed: Detailed log level. All operations are logged with detailed information.
Debug: Detailed log level with extra information for troubleshooting and investigation purposes.
TCP Port
Type in the TCP Port number used by the STPI Secure client.
Send Invoices
Disabled. This option is not available because it is not compatible with the SecureTablePay protocol.
Get Invoice Status
Disabled. This option is not available because it is not compatible with the SecureTablePay protocol.
Partial Invoice Number
Enable this option to allow the payment terminal to retrieve checks by entering only the last 4 digits of the check number. If this option is disabled, the full check number will be required to retrieve checks.
Validate Employee
Enable this option to force the validation of the employee number entered at the payment terminal. With this option enabled, only the employee who owns the table associated with the printed check will be able to access that check from the payment terminal. If this option is disabled, any employee will be able to access any checks from the payment terminal.
Locking mode
Select the locking mode that will be used when accessing checks from the payment terminal. Two locking modes are available:
Table Locking
Select the table locking mode to lock the entire table as soon as a check is accessed by a payment terminal with SecureTable. For example, if you have 4 printed checks on Table #99, accessing any check from table #99 from a payment terminal with SecureTable will lock all checks from table #99. This prevents any of these checks from being accessed by other payment terminals or POS workstations.
Invoice Locking
Select the invoice locking option to lock only the check being accessed, without locking the entire table. This allows other checks on a given table to be closed simultaneously with other payment terminals or from POS workstations.
Shared Folder
This option is not available because it is not compatible with the SecureTablePay protocol.
Click OK to save changes and close the options window.
As soon as a table or invoice is accessed from a payment terminal with SecureTable, it is locked. This is done to prevent accidental double payment or double processing of invoices. While it is possible to override table or invoice locking, it is not recommended to do so. Unlocking a table or invoice in the middle of it being processed can cause invoices to remain open after being paid and discrepancies in reporting.
This step is required to have the STPISecure client start automatically when Windows starts, and have it run silently in the background.
IMPORTANT! If you have already configured the STPIClient application shortcut to start automatically with Windows by copying its shortcut to the Windows StartUp folder, be sure to un-do this configuration before proceeding further
Using Windows Explorer, browse to:
C:\Program Files (x86)\PayFacto\STPISecure\Install_As_Service\STPI InstallAsService\
Depending on your operating system, select the Win64 folder for 64-bit versions of Windows or Win32 for 32-bit versions of Windows.
Locate the file called InstallTGIClientService64.bat (for 64-bit Windows) or InstallTGIClientService32.bat (for 32-bit Windows). Right-click the file and select Run as administrator.
You may see a UAC prompt. Click Yes.
A command prompt window saying Running admin shell will appear. Leave it there. Do not close it.
The MSSM service installer window will open. Click the browse button (3 dots) next to the Path field:
In the Locate Application File window, browse to:
C:\Program Files (x86)\PayFacto\STPISecure\STPIClient\
Select the Run.bat file and click Open.
You will be taken back to the MSSN service Installer window. Click the Install Service button.
A confirmation message will appear. Click OK.
Locate the file called StartSTPIClientService64.bat (for 64-bit Windows) or StartSTPIClientService32.bat (for 32-bit Windows). Right-click the file and select Run as administrator.
You may see a UAC prompt. Click Yes.
To verify that the service is started properly, right-click the Windows start button and select the Run… option. You can also press the Windows key + R on your keyboard. In the Open: box, type services.msc and click OK.
In the services list, look for the StpiClient service. The Status should be Running and the Startup Type should be Automatic.
At this point, it is good practice to test your system to make sure it will recover properly in case of an unexpected restart. To do this, simply restart the PC and log back on.
From there, make sure that the STPIClient service is running by looking at the Windows services as described above.
The STPI Client is now up-and-running. It is also properly configured as a service and will start automatically in the background whenever Windows restarts.
If the SecureTable application does not start automatically, simply touch the appropriate icon on the Android home screen. A splash screen will briefly be displayed, followed by the SecureTable home screen.
Use the ENTER button to start a transaction with SecureTable.
The Settings button is used to access SecureTable's configuration options. This icon appears in the top-right corner of the SecureTable home screen.
When available, the Home button will appear in the top-right corner of the screen. Use it to jump directly to the SecureTable home screen without saving changes.
When available, the Back button will appear in the top-left corner of the screen. Use it to go back to the previous screen without saving changes.
WiFi / 4G LTE
When available, the Wifi or 4G/LTE icon will appear in the top-left corner of the screen. The icon indicates which network is currently being used. Touching the icon allows the user to switch from WiFi to LTE or vice-versa.
The SecureTable application settings are protected by a password. The default password on a new installation is 1234.
NOTE: It is highly recommended to change the default password as soon as possible. See SecureTable Application Configuration for the detailed procedure.
To exit the SecureTable application, swipe the terminal's screen either from the top edge going down, or the bottom edge going up, then touch the Android Home (circle) button.
You will be prompted to enter a passcode to exit the application. Enter the passcode and touch the OK button.
NOTE: The default passcode after a new installation is 1234. It is the same as the settings password.
Related Topics
The No Password Menu is a simplified version of the Functions menu. It contains basic functions that are useful to employees, while manager functions remain hidden.
NOTE: Before the No Password menu can be used, the corresponding option needs to be enabled in the SecureTable application settings. Please consult the Enable No Password Menu option in the SecureTable application settings for more details.
The FUNCTIONS menu will be displayed. The options available from this menu will vary based on your SecureTable application settings.
The Print Reports section will be displayed if the Allow Reports Printing option is enabled in the SecureTable Application Settings.
PRINT DETAILED REPORT
This option prints a report with the details of every card payment processed at the terminal since the last batch closing.
NOTE: Cash payments processed through the SecureTable application are not included in this report. Please use your POS system's reports for this purpose.
PRINT SUMMARY REPORT
This option prints a report that shows a summary of sales, refunds, tips and grand total for each card brand.
The Receipt section will be displayed if the AllowReceiptReprinting option is enabled in the SecureTable Application Settings.
REPRINT RECEIPT
This option allows receipts to to be reprinted based on invoice number, sequence number or the last transaction processed at the terminal.
CONFIGURATION
This option brings up the SecureTable application settings.
The full functions menu contains all the options from the No Password Menu, plus a few more administrative options. To access the full functions menu:
The FUNCTIONS menu (no password menu) will be displayed. Touch the CONFIGURATION option.
You will be prompted to enter a password before you can access settings. Enter the password and press the OK key.
The SETTINGS screen will be displayed. Touch the blue Functions Menu link.
NOTE: The default password after a new installation is 1234.
The Functions menu will be displayed. Contrary to the No Password Menu discussed above, all the options shown below are always available, regardless of the status of the advanced settings.
SETTLE BATCH
This option will manually close the current batch.
IMPORTANT! Transactions that are part of a batch that is closed can no longer be voided, reprinted or otherwise modified.
PRINT DETAILED REPORT
This option prints a report with the details of every card payment processed at the terminal since the last batch closing.
PRINT SUMMARY REPORT
This option prints a report that shows a summary of sales, refunds, tips and grand total for each card brand.
BACKUP SETTINGS
This option will save all of the current settings to an S3 Bucket cloud location. Backing up the settings allows for quick recovery of the configuration in case the settings get reset to default after a major application update or Android update.
RESTORE SETTINGS
Use this option to restore saved settings. Using this option will override all settings with the ones found in the backup, except for the terminal ID.
REPRINT RECEIPT
This option allows receipts to to be reprinted based on invoice number, sequence number or the last transaction processed at the terminal.
From the SecureTable home screen, touch the cog wheel icon ( ) at the top-right of the screen.
From the SecureTable home screen, touch the cog wheel icon ( ) at the top-right of the screen.
This section will cover the general workflow that users and customers will see when using SecureTable. The workflow will vary slightly based on the SecureTable application's configuration. The workflow steps that are user-configurable are also optional and can be skipped during the transaction process. Those will be indicated as such below.
Before starting a transaction using a payment terminal with SecureTable, at least one check must be printed from the POS system. SecureTable can also work with split checks as well a tables with multiple checks. Open tables without printed checks cannot be accessed by SecureTable.
The workflow will vary based on SecureTable's application settings. This section covers all possible configurations. Here are quick links to each step of the workflow:
Enter Table Number (Optional)
Enter Check Number (Optional)
Tip Calculation (with tip presets)
Payment (Card processing)
The transaction workflow always starts from the SecureTable home screen. To start, simply press the ENTER button.
Enter the Server, Clerk or employee number and press the OK button in the lower-right corner of the screen. The server number is mandatory to start a transaction. It will be used to filter the tables and checks, and only the tables or checks that are related to the server number entered will be available.
NOTE: On devices equipped with a physical keypad, the on-screen keypad will not be displayed. The physical keypad buttons will be used instead.
This screen will only be displayed if the Enable Search by Table Number option is enabled in the SecureTable application's settings.
The table number is used to further filter the checks that will be displayed. This is useful to display the full list of checks associated with a specific table.
To use it, enter the table number and press the OK button in the lower-right corner of the screen. To skip this step, simply press OK without entering a table number.
NOTE: On devices equipped with a physical keypad, the on-screen keypad will not be displayed. The physical keypad buttons will be used instead.
This screen will only be displayed if the Enable Search by Check Number option is enabled in the SecureTable application's settings.
The check number is used to search for a specific check. This is useful when you have the check in hand and you just want to bring it up immediately on the SecureTable application.
To use it, enter the check number and press the OK button in the lower-right corner of the screen. To skip this step, simply press OK without entering a check number.
NOTE: On devices equipped with a physical keypad, the on-screen keypad will not be displayed. The physical keypad buttons will be used instead.
This screen may look different or may not be displayed altogether, based on settings and previous choices made:
A list of all tables containing printed checks will be displayed if both the Table Number and Check Number screens were skipped.
A single table will be displayed if a valid table number was entered at the Table Number screen and the check number was skipped.
This screen will be skipped altogether if a check number was entered at the Check Number screen. In this case, SecureTable will skip directly to the Split Calculator screen, further below.
The table number is indicated to the left of each white box. Each box displays the total amount due for the entire table, and the green Multiple Checks text indicates that this table has more than one printed checks.
To select a table, simply touch the desired box.
When a table containing multiple printed checks is selected, the list of available checks is displayed. On a typical payment terminal screen, up to 5 checks can be displayed at once. If there are more than 5 checks, the list can be scrolled by swiping up and down the screen.
This screen will not be displayed if a table with a single check was selected, or if a check number was entered at the Check Number screen.
To select a check to be paid, simply touch the corresponding box on the screen.
The split calculator is the step where the server discusses with the customer about how the check will be paid. The following needs to be determined:
Will the check be paid by cash or by card?
Will the check be paid in full in one payment, or in multiple payments (split)?
If the payment is to be split, will it be in equal or unequal amounts?
Paid by Cash
Enable this checkbox if the customer pays with cash. If the customer pays by card, leave this box unchecked.
PAY FULL
Touch this button to pay the check in full.
EQUAL SPLIT
Touch this button to split the check amount in up to 10 equal parts.
UNEQUAL SPLIT
Touch this button to split the check in unequal parts.
Equal split is used to divide the total check amount in up to 10 equal parts. This is useful when there is a single printed check for 2 or more customers, and they want to split the expense among themselves.
After touching the EQUAL SPLIT button, select the Number of Splits. The Per Split Amount will be updated automatically.
Touch the CONFIRM button to proceed with the first payment.
NOTE: If the amount is not equally divisible by the number of splits selected, there will be a difference of $0.01 between split amounts. In the screenshot above, dividing $45.71 by 2 creates the first split at $22.86 and the second one at $22.85.
The UNEQUAL SPLIT function is used to divide the check amount in unequal parts. This is useful if the in a single printed check which multiple customers wish to pay with various amounts.
After touching the UNEQUAL SPLIT button, touch the Amount field and enter the amount that the customer wishes to pay.
Touch the CONFIRM button to proceed with the first payment.
If the Tip option is enabled in the SecureTable application settings, the tip calculation screen will be displayed.
When the Tip calculation screen appears, the payment terminal needs to be handed to the customer. The customer has the following options:
Select one of the pre-set percentages;
Enter a custom dollar amount;
Enter a custom percentage;
Leave no tip at all.
Bill Amount
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 SecureTable's advanced settings are displayed. Each percentage box also indicates the corresponding dollar amount.
Touching a preset automatically adds the stated tip amount to the transaction.
$
Touch the $ button to enter a custom dollar amount as tip instead of using a preset.
%
Touch the % 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.
If the Enable Confirmation option is enabled in the SecureTable application settings, the tip confirmation screen will appear. This is the last confirmation before the actual payment.
Total amount
This is the total amount to be paid, which is calculated from the check amount plus tip amount.
Bill Amount
This is the amount that was passed from the POS system. It is also known as the Check amount or Invoice amount, depending on the terminology used by the POS system.
Tips (__%)
This field displays the tip amount added. The percentage between parenthesis is calculated from the Bill amount vs. tip amount, and is always rounded to the nearest percentage point.
CONFIRM & PAY
Touch this button to proceed with the actual payment.
CANCEL
Touch this button to cancel the transaction and return to the home screen to start over. A confirmation screen will be displayed before actually cancelling the operation.
At this point, SecureTable 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 SecureTable and the POS system.
The message Payment applied successfully! will be briefly displayed on the screen.
Then, one of two things can happen:
Splits
If this was a payment resulting from a split, SecureTable will return to the Split Calculator to process the next payment.
Full payment / Last payment
If this was a full payment or the last payment of a series of splits, SecureTable will return to the home screen.
The payment workflow with SecureTable is now complete, and the application is ready to process the next payment.
SecureTable supports voids initiated by the POS system. To be able to use this feature, the POS system must support it as well.
The Void Sale operation consists in cancelling a sale transaction that was carried out in the current transaction batch. With this operation, the funds are returned to the customer.
IMPORTANT! Only transactions from the Current Batch can be voided. Transactions that belong to a closed batch cannot be voided. To refund a transaction belonging to a closed batch, see Refunds.
Initiate the void from the POS system. The POS system should tell you which Terminal ID was used in the original transaction, as well as the original check or invoice number. The information should be available either on-screen or on a printed coupon.
Locate the payment terminal with the appropriate Terminal ID (TID). On the SecureTable application, the terminal ID (TID) is displayed in green at the bottom of the home screen and consists of 8 digits.
Logon to SecureTable with your employee number. There is no need to enter a table or check number, so simply touch OK without entering anything if
If there are voids to be treated, you will see a section for Voids at the top of the list of tables and checks. Touch the Voids box, which will display the list of pending voids
NOTE: If you don't see the Voids section, it means that no voids were initiated from the POS system, or your POS system does not support this feature with SecureTable
Locate the box that represents the transaction you wish to void and touch it. If multiple pending voids are listed, use the invoice (check) number or reference number to locate the one you wish to process. Touch the VOID to .
The payment application will display the transaction details. Verify that this is indeed the transaction you wish to void, then:
a. touch the green "I CONFIRM THE REQUEST" button to proceed, or;
b. Touch the red "CANCEL THE REQUEST" button to return to SecureTable. (This will return to the SecureTable Home Screen.)
At this point, whether the customer will need to manipulate the payment terminal depends on the type of card used for the original payment.
a. For credit cards, no further manipulation is required and the void will be processed automatically.
b. For debit cards, hand the payment terminal to the customer. The customer will insert the original payment card and follow the prompts to process the void.
Once the process is completed, the terminal will return to the SecureTable home screen.
prompted for those.
.
Being specifically designed for fine dining and delivery transactions, tip management is an integral part of SecureTable. This section focuses on the various options available in SecureTable to facilitate tip management.
Tip options are found in SecureTable's advanced settings. Here is a summary of available tip options:
Tip
Enable this option to have the SecureTable application prompt for tip entry. Disable this option to prevent tip entry. Disabling this option will also hide all the tip-related options below.
Tip Preset (Select percentages)
Configure preset tip percentages that the customer will see when prompted for tip. Up to 3 presets can be configured. If you do not wish to use all of them, presets that are set to 0% will not be displayed to the customer.
Tip Preset Text Size
Select the text size used to display preset tip percentages. Available choices are Normal, Medium and 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.
Tip on Tax
Enable this option to calculate the tip percentage from the total check amount, including taxes. If this option is disabled, the tip amount will be calculated on the sub-total instead, which does not include taxes.
NOTE: For the Tip on Tax feature to have an effect, the POS system needs to send both the sub-total and check total as separate values to the STPIClient. If the POS system only sends the check total without the sub-total, this setting will have no effect. The percentage will be calculated on the check total sent by the POS, regardless of the status of this option.
Enable Confirmation
Enable this option to present a dedicated tip confirmation screen for the customer. If this option is disabled, the tip confirmation screen will be skipped when selecting a tip preset or the NO TIP option. If using custom $ or custom % with this option disabled, the tip amount, percentages and resulting totals will be updated in real-time as the customer types the numbers in, but no additional confirmation screen will be presented before the actual payment.
Tip presets are used to simplify and speed up the tipping process by allowing customers to select between pre-calculated 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.
Normal
Medium
Large
The Tip Threshold is a control measure to prevent accidental over-tipping. If the tip amount exceeds the set threshold, SecureTable will request the administrator password before applying the tip.
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.
Tip amount is higher than 30% threshold
Manager code is requested after touching the CONFIRM button
The tip confirmation screen is an extra step which allows the customer to review the details of the payment in a clear, minimalist display, without any other distractions on the terminal screen.
Add tip
Confirmation screen
Payment
If tip confirmation is disabled, the confirmation screen is skipped and the terminal proceeds directly to the payment. If the customer notices a mistake once the payment process is started, the transaction needs to be canceled at the payment application which will bring the customer back to the tip calculation screen.
Add tip
Payment
For more details and to quickly see the difference between various configurations, click the drop-downs below:
Using custom tip amount with tip confirmation enabled
Using custom tip percentage with tip confirmation enabled
Using custom tip amount with tip confirmation disabled
Using custom tip percentage with tip confirmation disabled
Comparison: Custom Tip Amount with confirmation enabled/disabled
Comparison: Custom Tip Percentage with confirmation enabled/disabled
With the tip confirmation option enabled, the customer is presented with the detailed calculation of the tip. This screen also allows the customer to quickly back track and make corrections using the Back ( ) button.
introduction
Requirements
STPI Secure Installation
Maître'D Configuration
SecureTable Application
Payment Process
Tasks - How To's
Troubleshooting
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.
Before a license can be activated, it needs to be purchased and created for you. Please contact the PayFacto Boarding team or your local Sales Representative to purchase a STPISecure license.
After you have purchased a STPISecure license, the license file will be sent to you as a text file attachment via e-mail. The e-mail will come from the PayFacto Boarding Team or your local Sales Representative.
Save the file from the e-mail to your Windows Desktop. Typically, the file is named something like "Licdefault_12345.txt".
Rename the file to "Lic.txt". To achieve this, you can right-click the file and select the Rename option, or select the file and press the F2 key on your keyboard.
Move the file to the following folder:
C:\Program Files (x86)\PayFacto\STPISecure\STPIClient\
The license activation process is now complete.
IMPORTANT! Before attempting to start the STPI Secure client, a license needs to be installed. Otherwise, the STPI Secure Client will attempt to start and immediately shutdown.
After the STPISecure installation process, a folder called STPI Shortcuts was created on your Windows Desktop. This folder contains the shortcut that will be used to start the STPI Client software.
to run with Administrative privileges To run correctly, the STPI Secure Client needs to run with Windows Administrative privileges. To achieve this:
From the Windows desktop, open the folder called STPI Shortcuts by double-clicking on it.
2.Two shortcuts allow you to start the STPI Client. You can use either STPIClient (Hidden) or STPIClient. Select the shortcut which better meets your desired use case:
STPIClient
This shortcut makes the STPI Client run with the command prompt window visible on the screen. This takes up space on the screen and on the Windows taskbar, but allows you to see all the operations going through the STPI Client in real-time.
This shortcut allows the STPI Client to run with the command prompt window hidden from view. This frees up space on the screen and Windows taskbar, but the operations going through the STPI Client are not visible.
Right-click the shortcut called STPIClient or STPIClient (Hidden), and select the Properties option.
The STPIClient or STPIClient (Hidden) shortcut's properties page opens to the Shortcut tab. Click the Advanced... button.
Activate the Run as administrator checkbox and click OK.
You will be back to the STPIClient (or STPIClient (Hidden)) shortcut's properties page. Click OK to close it.
With this setup, the STPI Secure client will always start with administrative privileges whenever you use this shortcut.
IMPORTANT! If you intend to use the STPIClient as a service instead of running it as an application, please skip the rest of the instructions on this page and go directly to the Configure the STPIClient as a Service guide.
You can add a copy of the STPIClient or STPIClient (Hidden) shortcut to the Windows startup folder to force the STPI client to start automatically as Windows starts. Here is the procedure to follow with Windows 10:
Make sure that hidden files and folders are visible:
a. From Windows explorer, click on the View menu and make sure that the Hidden Items option is selected from the Show/Hide section.
Browse to the following folder:
Copy the STPISecure or STPISecure (Hidden) shortcut to the StartUp folder.
NOTE: Be sure to apply the Run as administrator option as explained above, before copying the shortcut.
With this setup, the STPI Client application with automatically start itself if Windows is restarted.
Double-click the STPIClient or STPISecure (Hidden) shortcut.
2. you will see a UAC warning. Click Yes.
If you selected the regular STPISecure shortcut, a command prompt window will appear, with the Running Admin shell header. You will see text scrolling on the window. If you used the STPISecure (Hidden) instead, you will not see this window and skip directly to the next step.
The very first time the STPIClient starts, you will see a Windows Security Alert from the Windows Defender Firewall.
a. Enable the Domain networks, such as a workplace network option (available only if your PC is part of an Active Directory domain).
b. Enable the Private networks, such as my home or work network option.
c. Disable the Public networks option.
d. Click Allow access.
If you selected the STPISecure shortcut, the command prompt window will remain on the screen. You may minimize it, but do not close it.
6. An icon will also be added to the Windows system tray.
IMPORTANT! Stopping the STPI Client application will prevent payment terminals using SecureTable from processing transactions. Only stop the STPI Client for troubleshooting purposes.
If you are using the STPISecure shortcut, simply close the command prompt window by clicking the "X" in the upper-right corner.
You can also right-click the STPI icon in the system tray and select the Exit option.
The STPI Client software is now up-and-running on your system.
This step is required to have the STPISecure client start automatically when Windows starts, and have it run silently in the background.
IMPORTANT! If you have already configured the STPIClient application shortcut to start automatically with Windows by copying its shortcut to the Windows StartUp folder, be sure to un-do this configuration before proceeding further.
Using Windows Explorer, browse to:
C:\Program Files (x86)\PayFacto\STPISecure\Install_As_Service\STPI InstallAsService\
Depending on your operating system, select the Win64 folder for 64-bit versions of Windows or Win32 for 32-bit versions of Windows.
Locate the file called InstallTGIClientService64.bat (for 64-bit Windows) or InstallTGIClientService32.bat (for 32-bit Windows). Right-click the file and select Run as administrator.
You may see a UAC prompt. Click Yes.
A command prompt window saying Running admin shell will appear. Leave it there. Do not close it.
The MSSM service installer window will open. Click the browse button (3 dots) next to the Path field:
In the Locate Application File window, browse to:
Select the Run.bat file and click Open.
You will be taken back to the MSSN service Installer window. Click the Install Service button.
A confirmation message will appear. Click OK.
Locate the file called StartSTPIClientService64.bat (for 64-bit Windows) or StartSTPIClientService32.bat (for 32-bit Windows). Right-click the file and select Run as administrator.
You may see a UAC prompt. Click Yes.
To verify that the service is started properly, right-click the Windows start button and select the Run… option. You can also press the Windows key + R on your keyboard. In the Open: box, type services.msc and click OK.
In the services list, look for the StpiClient service. The Status should be Running and the Startup Type should be Automatic.
At this point, it is good practice to test your system to make sure it will recover properly in case of an unexpected restart. To do this, simply restart the PC and log back on. From there, make sure that the STPIClient service is running by looking at the Windows services as described above.
The STPI Client is now up-and-running. It is also properly configured as a service and will start automatically in the background whenever Windows restarts.
After the STPISecure client is installed, configured and running properly on the POS system, make sure that all payment terminals are properly configured so they can communicate with the POS system. Android payment terminals are generally shipped with all the necessary applications pre-installed by PayFacto, including the latest versions of SecureTable and of the latest version of the Payment application. If the SecureTable application appears to be missing, install it using the instructions below.
The instructions below were created using the PAX A920 Android-based Payment terminal and the PAX store. However, the instructions are the same for all Android-based payment terminals, such as other models offered by PAX, AMP terminals or Clover Flex. For brands other than PAX, the mechanism they use to install apps may look different but the general principle should remain the same.
Before installing SecureTable on your payment terminal, please make sure that the appropriate payment application is installed and configured properly. You may also want to check out our
documentation on the PAX A920, A920Pro or A80 terminals or any other Android-based terminal you may be using with SecureTable.
Android PayFacto Application - Manual setup of application
PayFacto - Clerk Management
PayFacto Quick Reference Guide
PAX A920 Payment Terminal:
PAX A920 - Introduction
PAX A920 - Quick Setup Guide
Getting to know the PAX A920 Terminal
NOTE: The SecureTable application can be installed on certified payment terminals only. It cannot be used on regular phones or tablets.
Power-up your terminal, and make sure it is connected to the Internet.
If any application start automatically, shut them down to reach the Android home screen.
3. From the Android home screen, start the PAXSTORE by touching the appropriate icon.
In the PAXSTORE (Application Marketplace), search for SecureTable.
Locate the version which is appropriate for your region, and touch the GET button to download and install it.
During the installation, the GET button will turn to a circle with the Pause symbol inside. Once installation is complete, the GET button will change to OPEN.
An icon will also be created on the Android home screen.
Installation of the SecureTable application is now complete.
If the SecureTable application does not start automatically, simply touch the appropriate icon on the Android home screen. A splash screen will briefly be displayed, followed by the SecureTable home screen.
Enter Button
Use the ENTER button to start a transaction with SecureTable. Settings The
Settings
The Settings button is used to access SecureTable's configuration options. This icon appears in the topright corner of the SecureTable home screen.
Home
When available, the Home button will appear in the top-right corner of the screen. Use it to jump directly to the SecureTable home screen without saving changes.
Back
When available, the Back button will appear in the top-left corner of the screen. Use it to go back to the previous screen without saving changes.
WiFi / 4G LTE
When available, the Wifi or 4G/LTE icon will appear in the top-left corner of the screen. The icon indicates which network is currently being used. Touching the icon allows the user to switch from WiFi to LTE or viceversa.
The SecureTable application settings are protected by a password. The default password on a new installation is 1234.
NOTE: It is highly recommended to change the default password as soon as possible. See SecureTable Application Configuration for the detailed procedure.
To exit the SecureTable application, swipe the terminal's screen either from the top edge going down, or the bottom edge going up, then touch the Android Home (circle) button.
You will be prompted to enter a passcode to exit the application. Enter the passcode and touch the OK button.
NOTE: The default passcode after a new installation is 1234. It is the same as the settings password.
An Access Point Name (APN) is the name of a gateway between a GSM, GPRS, 3G or 4G/LTE mobile network and another computer network, frequently the public Internet. In simple terms, an APN is required for your mobile device to be able to access the Internet through the carrier's mobile network.
Most mobile devices (phones, tablets, etc.) supplied by common carriers come with the carrier's APN preconfigured, so most users don't need to worry about manually configuring an APN.
However, mobile devices provided by PayFacto are carrier-agnostic, so they can connect to your carrier of choice to access GSM, GPRS, 3G or 4G/LTE mobile networks for mobile payment processing. For this reason, the APN can't be configured in advance and therefore needs to be configured manually.
Before configuring an APN on your Android terminal, be sure to have a SIM card installed in your terminal. Please review the documentation specific to your terminal model to learn how to install a SIM card.
Exit any payment application that may be running on the terminal. You should now see the home screen of your terminal.
Touch the settings app icon to access the device's settings.
A password prompt will appear. Enter the device's password and touch the OK button.
NOTE: Settings passwords are changed before shipping to end-users. Passwords are unique to each terminal. Please review the documentation that came with your terminal to find your settings password.
In the Wireless & Networks section, touch the More... option.
Touch Cellular Networks.
Touch Access Point Names.
The first time you access this setting, the list of APN's should be empty. Touch the "+" sign at the very top of the list to add a new entry.
Configure the following settings:
Name
Give a meaningful name to this APN. This generally corresponds to your mobile network carrier name.
APN
This is the actual name of the gateway. This is provided by your mobile service carrier.
MCC
The default value for this setting is 302. Leave it to the default value unless otherwise specified by your mobile service carrier.
MNC
The default value for this setting is 760. Leave it to the default value unless otherwise specified by your mobile service carrier.
Other settings
The settings listed above are the minimal settings required to get an APN to work properly. Different carriers may require additional settings to be configured. Please inquire with your mobile service carrier.
Touch the 3 dots at the top-right of the screen and select Save.
The new APN will appear in the list.
Use the Back button to exit all the way back to the home screen.
To make sure that your APN and SIM card work properly, they need to be tested. Unfortunately, payment terminals don't have browsers which would allow for a quick and easy test, but here's a workaround:
Disabling WiFi will ensure that you are testing Internet connectivity through the mobile network only. From the Home screen, swipe twice from the very top of the screen. This will show some quick settings for the terminal. Touch the Wi-Fi icon to disable your Wi-Fi connection.
While still in the settings screen, touch the Cellular Data icon. Then, make sure that the Cellular Data option is enabled.
Since the PAX Store requires Internet connectivity to allow you to download applications, you can use it to tell if your APN and SIM card are working properly. Start the PAXSTORE by touching its icon on the home screen.
Once in the PAXSTORE, touch "All" near the top of the screen.
If the APN is correctly configured and that Internet access is working properly through the mobile network, you will see a list of applications that can be downloaded and installed:
If the APN is not configured correctly or if there is an issue with Internet connectivity through the mobile network, you will see a message saying "Network Unavailable" briefly displayed on the screen. Instead of the applications list, you will see a "Click to refresh" message and an empty box icon.
If Internet access is not working, please review your APN settings and try restarting your terminal. If Internet access through mobile networks still doesn't work, please call the PayFacto help desk or your mobile network carrier for assistance.
Now that Internet access through the mobile network is tested, don't forget to re-enable WiFi to keep data usage from the mobile network at a minimum.
In this task, we will configure Port Forwarding on a router/firewall device to allow SecureTable to communicate with the POS system through the STPI Client while delivery drivers are on their delivery routes. The device used in this tutorial is an Asus RT-AC66U B1 wireless router and firewall. While the exact settings and menus will differ between models and manufacturers, the general principles are the same.
If your restaurant's network is managed by a larger entity, such as a franchise head office or a network administrator, please communicate with them to inquire about setting up port forwarding. you can also provide your network administrator with the instructions below. They should be able to adapt them to your needs.
Port Forwarding is generally required when using SecureTable over mobile networks. If you don't use SecureTable over mobile networks, there is no need to configure port forwarding and you can skip this tutorial altogether. Also, some mobile carriers may offer special VPN access to your local network, which is a more secure alternative to port forwarding. Please inquire with your mobile carrier to see if they offer this option. If they do, Port Forwarding will not be required. SecureTable is used over mobile networks mostly by delivery drivers. However, mobile network connectivity is also useful to cover gaps in a restaurant's WiFi coverage. When SecureTable is used locally in the restaurant, payment terminals are able to communicate with the POS system through the STPI client directly over the local WiFi network. However, when drivers are out on the road, the payment terminals need to use mobile networks to access the Internet to authorize payments. Being on the "public" Internet, the payment terminal will not be able to communicate directly with the POS system to close the delivery orders. This is where Port Forwarding comes in. To connect to the POS system, the payment terminal needs to connect to the restaurant's router, which will then redirect the communication to the STPI Client via port forwarding. An analogy often used to describe this is finding the bathroom inside your house. For anyone currently inside the house, finding the bathroom should be quite easy. However, for someone currently outside of the house, they first need to know your home address, then someone from inside the house needs to let them in and show them the way to the bathroom. This is essentially what happens when a payment terminal running SecureTable is being used on the road.
Before you begin the actual configuration, you need the following information:
• Your router's public IP address.
• Your router's private IP address.
• Your router's username and password to access its configuration utility.
• IP address and TCP port used by the STPI Secure Client.
Here are short instructions to find each piece of information:
This is the IP address that is given to your router by your Internet Service Provider (ISP). It is called a "public" address because it is facing the public Internet. You can easily find what is your public IP address by visiting the following site:
ip4.me
IP4.me is a simple site that will display your public IP address without any ads or unneeded information.
Open a command prompt with administrative privileges. Do so by clicking the Windows Start menu and typing CMD. Then, select Run as Administrator under the Command Prompt app.
In the command prompt window, type ipconfig and press the ENTER key.
Look for the line that starts with Default Gateway, and take note of the IP address listed there. This is the private IP address of your router.
Your router's username and password
Every modern router has a configuration utility that is protected by a username and password. If you don't know what it is, either contact your network administrator or look for the default username and password in your device's documentation.
STPI Secure's IP address and TCP port number
This is the IP address of the PC where STPI Secure has been installed. The TCP port number is normally configured during the installation. The default recomme configured differently during the installation process.
From a PC connected to the local network, open your favorite browser (Google Chrome, Microsoft Edge, Firefox, etc.) and type your router's private IP address in the address bar. Press ENTER on your keyboard.
The login screen for your router's configuration utility should be displayed. Type the username and password that will allow you to login to your device. This screen will differ depending on your device's manufacturer and model.
Your router's main configuration screen should be displayed.
Look for Port Forwarding settings. This is typically found in WAN settings, under Advanced settings. Again, this will be different based on your device's manufacturer and model. Please consult your device's documentation if you can't find the appropriate settings.
Enable Port Forwarding.
Add a port forwarding entry with the following parameters:
Service Name
STPISecure
External Port
TCP Port number used by STPISecure. Default: 9999
Internal Port
Leave blank.
Internal IP Address
IP address of the PC where STPI Secure was installed.
Protocol
TCP
Source IP
Leave blank.
4. Save your settings.
Some router models may need to be rebooted. Please refer to your device's documentation to learn how to do this.
The task of configuring port forwarding on your router is now complete.
The SecureTable application has the ability to use Wifi and mobile networks to communicate with your POS system. Switching from one network to the other generally occurs automatically and transparently, but there are situations where users may want to control how and when the application switches networks. One such example is if you have areas at the limit of the Wifi range. In such an area, the terminal may repeatedly switch between Wifi and mobile networks, causing connectivity issues. In this case, the user may want to force the application to use the mobile network all the time while in that area.
Before using mobile networks with SecureTable, the following requirements need to be met:
• Use SecureTable version 4.67.6 or later.
• Use an Android payment terminal equipped with a SIM card. (The SIM card is provided by your preferred mobile network carrier.)
• Configure an APN on your Android terminal to allow Internet connectivity through mobile networks. You can learn how to configure an APN here: Task : Add an APN to Your Payment Terminal.
• Setup Port Forwarding on your router/firewall. A generic walkthrough is provided here: Task : Configure Port Forwarding
• Configure Redundant Network as described here: Configure Redundant Network options
You can always tell which network SecureTable is currently using by looking at the icon in the upper-left corner of the home screen:
SecureTable operating on Wifi SecureTable operating on Mobile
Signal Strength
The icon also informs the user of the signal strength.
Excellent signal Good signal Fair signal Poor signal
No signal
By default, SecureTable will always try to connect to known Wifi networks to reduce fees related to data usage over mobile networks. However, it is possible to force SecureTable to use mobile networks. This is useful to cover blind spots in Wifi coverage or in areas at the limit of Wifi range, where the signal can be unstable.
Touch the Wifi icon in the upper-left corner of the screen.
Touch the LTE signal icon or the SWITCH TO LTE button.
A confirmation dialog will appear. Touch YES to switch to LTE.
IMPORTANT! After manually switching to LTE, SecureTable will not try to switch back to Wifi on its own. If you wish to use Wifi again, you will need to switch to Wifi manually.
Touch the 4G/LTE icon in the upper-left corner of the screen.
Touch the Wifi signal icon or the SWITCH TO WIFI button.
A confirmation dialog will appear. Touch YES to switch to Wifi.
IMPORTANT! In the Select Network screen, the Wifi network appears as if it is unavailable. This is normal. This is because the Wifi antenna of the terminal was disabled during the manual switch to LTE. If the terminal is within Wifi range, switching back to Wifi will reactivate the antenna and reconnect to the network.
When the option Auto-connect to LTE is enabled, SecureTable can attempt to connect to LTE in the event that the connection fails over Wifi. This failover feature will only occur during a transaction process. It will never happen when the SecureTable application is idle.
Start a transaction as you normally would, by touching the ENTER button.
Input your server number and touch OK.
If there is an issue with the Wifi connectivity, the terminal will remain on "Fetching tables" longer than usual.
After a few seconds, an error message will appear: Unable to reach Wi-Fi network, connecting to LTE. Touch YES to connect to LTE.
The transaction process will resume over LTE.
IMPORTANT! After this type automatic switch to LTE, SecureTable will not try to switch back to Wifi on its own. If you wish to use Wifi again, you will need to switch to Wifi manually.
When WiFi signal is lost, SecureTable will automatically switch to Mobile networks, regardless of the status of the Auto-connect to LTE option. This happens without user intervention, as soon as the WiFi signal is lost. When the terminal is brought back within WiFi range, SecureTable will automatically switch back to the WiFi network.
The terminal is brought to the limit of Wifi coverage.
WiFi signal is lost.
SecureTable automatically switches to 4G/LTE mobile network.
Gift card transactions are very similar to regular credit or debit card transactions with the exception that gift cards have a preset amount available to spend. Depending on your Point of Sale (POS) environment, you may need to indicate that a sale is a debit card transaction on the POS workstation before using the payment terminal.
If you are using your payment terminal in standalone mode (no communication with a POS), or your POS system does not need to identify gift card transactions, then the transaction workflow begins on the payment terminal. Gift card transactions are similar to regular sales transactions, but some of the terms may differ; for more information about processing gift card transactions, refer to the following links:
Redemption (process a sale)
Empty Card (empties the balance of a card)
Balance (card balance inquiry)
Increment (add funds to the gift card balance)
Complete Cancel (reimburse the entirety of a previous gift card sale)
Partial Cancel (reimburse a portion of a previous gift card sale)
Activation (new cards must be activated before use)
There are 7 transactions available when you accept gift cards. Each transaction type applies to a specific situation as explained below:
Redemption: Uses a portion of the remaining balance on the card as payment for a product or service.
Empty Card: A redemption used to clear the remaining balance on the card. Only applicable to card balances below $5 ($4.99 or less).
Balance: Informational only; queries the DataCandy server for the remaining card balance.
Increment: Adds funds to an active card.
Complete Cancel: Reverses the full amount from a previous transaction and adds the funds back to the card’s balance. Requires the authorization number from DataCandy printed on the original receipt.
Partial Cancel: Reverses a partial amount from a previous transaction and adds the funds back to the card’s balance. Requires the authorization number from DataCandy printed on the original receipt.
Activation: Activates and adds funds to a new card.
Processing sales using gift cards are referred to as redemptions. A redemption is like any other sale, except instead of using a credit or debit card, the customer presents a gift card. The sale amount is deducted from the card’s balance and the new balance is printed on the customer receipt. Redeeming funds from a gift card to pay for a purchase is a two-step process:
The sale transaction is processed on the Point of Sale (POS) system.
The funds redeemed from the card’s current balance.
Process the sale transaction on your POS, indicating that the payment method is a gift card.
Touch the number pad to enter the redemption amount.
Touch Redemption.
Swipe the customer’s gift card. You can also touch GIFT CARD MANUAL ENTRY, enter the Admin password, and then enter the card number and touch OK.
The authorization server deducts the amount from the card balance, and the terminal prints a transaction receipt. Tear off the receipt and hand it to the customer with their card. Touch OK to print a second receipt, or touch CANCEL.
If a customer has a balance of $4.99 or less on their gift card, they can empty the card balance for a sale. The purchase cannot be more than the available card balance. After the balance is reduced to $0.00, the gift card becomes inactive. Emptying the balance of a card is a two-step process:
The sale transaction is processed on the Point of Sale (POS) system.
The funds redeemed from the card’s remaining balance.
NOTE: The Empty Card transaction does not require that you enter the purchase amount. If the client does not know the remaining balance on the card, you should perform a balance inquiry to ensure that the balance qualifies for the Empty Card transaction.
Process the sale transaction on your POS, indicating that the payment method is a gift card.
Touch Empty Card.
Touch Empty Card.
Swipe the customer’s gift card. You can also touch GIFT CARD MANUAL ENTRY, enter the Admin password, and then enter the card number and touch OK.
The authorization server empties the card balance, and the terminal prints a transaction receipt. Tear off the receipt and hand it to the customer with their card. Touch OK to print a second receipt, or touch CANCEL.
Because gift cards are loaded with a set amount of money, customers may not know their balance prior to paying for a product or service. Checking the available funds on a gift card does not affect the balance.
Touch Balance.
Swipe the customer’s gift card. You can also touch GIFT CARD MANUAL ENTRY, enter the Admin password, and then enter the card number and touch OK.
The authorization server verifies the card balance, and the terminal prints a transaction receipt. Tear off the receipt and hand it to the customer with their card. Touch OK to print a second receipt, or touch CANCEL.
If a customer has a reloadable gift card, they can add funds to their balance (increment) whenever they want. Adding funds is a two-step process:
Customer pays for the funds they want to add using cash, credit, or debit.
The funds are added to the card’s existing balance.
Using your POS, process the payment for the funds that will be added to the card.
Touch Increment.
Touch the number pad to enter the funds amount to add to the card balance.
Touch Increment.
NOTE: If you are using the terminal in standalone mode (no POS), you may need to enter the administrator password; if required, enter the Admin password and touch OK.
Swipe the customer’s gift card. You can also touch GIFT CARD MANUAL ENTRY, enter the Admin password, and then enter the card number and touch OK.
The authorization server adds the increment amount to the card balance; the terminal prints a transaction receipt showing the new balance. Tear off the receipt and hand it to the customer with their card. Touch OK to print a second receipt, or touch CANCEL.
A complete cancel reverses the entire amount of a previous redemption. Gift cards do not allow for refunds in the same way as credit or debit cards. If a customer wants to return a product redeemed (purchased) with a gift card, the transaction must be reversed to allow the funds to be returned to the card balance. Reversing the complete amount is a two-step process:
The transaction is reversed on the Point of Sale (POS) system.
The full amount of the redemption is reversed to return the funds to the card’s balance.
IMPORTANT: The customer must present the original transaction receipt, as it contains the transaction confirmation number required to cancel the previous redemption. Transaction confirmation numbers have a maximum length of 12 digits.
Touch Complete Cancel.
Touch Complete Cancel.
Use the number pad to enter the transaction confirmation number that appears on the original receipt and touch OK.
Swipe the customer’s gift card. You can also touch GIFT CARD MANUAL ENTRY, enter the Admin password, and then enter the card number and touch OK.
The authorization server cancels the previous redemption and increments the total to the card balance; the terminal prints a transaction receipt showing the updated balance. Tear off the receipt and hand it to the customer with their card. Touch OK to print a second receipt, or touch CANCEL.
While the Complete Cancel procedure reimburses an entire transaction, you can cancel a partial amount of a transaction. Use this transaction if your customer used a gift card to purchase more than one product or service in a single transaction. Cancelling a partial amount is a two-step process:
The portion of the transaction is reversed on the Point of Sale (POS) system.
The partial amount of the redemption is reversed to return the funds to the card’s balance.
IMPORTANT: The customer must present the original transaction receipt, as it contains the transaction confirmation number required to cancel the previous redemption. Transaction confirmation numbers have a maximum length of 12 digits.
Touch Partial Cancel.
Touch the Number pad to enter the amount of the transaction to reverse.
Touch Partial Cancel.
Use the number pad to enter the transaction confirmation number that appears on the original receipt and touch OK.
Swipe the customer’s gift card. You can also touch GIFT CARD MANUAL ENTRY, enter the Admin password, and then enter the card number and touch OK.
The authorization server cancels the specified amount of the previous redemption and increments the amount to the card balance; the terminal prints a transaction receipt showing the updated balance. Tear off the receipt and hand it to the customer with their card. Touch OK to print a second receipt, or touch CANCEL.
Gift cards have no value and cannot be redeemed prior to activation. When you activate a card, you are adding funds to the card balance while the card’s unique identification number is registered as valid on the DataCandy server. Cards may have a preset value or allow the purchaser to add funds in the amount of their choosing; the procedure is the same for both. Activating a card is a two-step process:
Customer pays for the card’s preset value or the amount they wish to load onto the card using cash, credit, or debit.
The card is registered as active on the DataCandy server and the funds are added to the card’s balance.
Using your POS, process the sale for the card’s value or the funds to add to the card.
Touch Activation.
Touch the number pad to enter the amount of funds to increment to the new card’s balance.
Touch Activation.
NOTE: If you are using the terminal in standalone mode (no POS), you may need to enter the administrator password; if required, enter the Admin password and touch OK.
Swipe the customer’s gift card. You can also touch GIFT CARD MANUAL ENTRY, enter the Admin password, and then enter the card number and touch OK.
The authorization server activates the card and increments the balance; the terminal prints a transaction receipt showing the card balance. Tear off the receipt and hand it to the customer with their card. Touch OK to print a second receipt, or touch CANCEL.
Touch the Action button on the main screen.
Touch Transactions.
Touch the Action button on the main screen.
Touch Transactions.
Touch the Action button on the main screen.
Touch Transactions.
Touch the Action button on the main screen.
Touch Transactions.
Touch the Action button on the main screen.
Touch Transactions.
Touch the Action button on the main screen.
Touch Transactions.
This guide describes the features of the Gift PayFacto powered by DataCandy application on your Android-powered payment terminal and explains how to use them when processing gift card transactions for your business.
IMPORTANT: The transactions explained in this document apply only gift cards issued by DataCandy. Using a card issued by another gift card company will result in a refused transaction.
Gift cards are prepaid debit card that contain a specific amount of money for use by customers to pay for products or services. When activated, gift cards loaded with funds for future use. When using a gift card for a purchase, the card balance reduces by the amount of the transaction.
Some gift cards allow you to add funds (open loop), while others have a finite amount that cannot be reloaded (closed loop). Depending on your business, you can offer gift cards for use in specific locations or at all affiliated brands.
Gift cards can pay for products or services, in whole or in part, depending on the transaction and the funds balance remaining on the card. Gift cards cannot be used without prior activation.
If your terminal has a built-in printer, or connects to an external printer, there are several printing options you can enable in addition to the standard transaction receipts that support the different gift card transactions. The printing options you can configure include:
By default, the terminal prints 2 receipts for all gift card transactions, with the Merchant copy printing first. You can adjust these settings to suit your business needs. The available transaction printing options are:
Enabling or disabling the printing of receipts
Number of copies
Which copy does the terminal print first
Color depth of the printout
IMPORTANT: It is strongly recommended that you do not disable the printing of transaction receipts, as customers need their receipt to know the balance of their gift card or to reverse a redemption.
Enter the Admin password and touch OK.
In the General section, touch the Printer Options.
In the Copies section, toggle Receipt Copy Printouts to On (to the right) to enable receipt printing or Off (to the left) to disable printing.
Touch Number of copies to set the number or receipts that print; touch 1 or 2.
Touch Which one is printed first to select which receipt prints first; touch Merchant or Customer.
TIP: If you set 1 as the number of copies in step 6, you should select Customer in this step.
Touch Select color depth of printouts to set the color density of the receipts. The color depth and its associated printing speed affect the terminal’s battery life. The options are:
Pale: Lightest printout, prints faster and uses less battery.
Normal: Default printout setting, average printing speed and battery use.
Dark: Darkest printing, prints slower and uses more battery.
In addition to printing receipts for completed gift card transactions, you can configure the following terminal printer settings:
In addition to printing receipts for completed gift card transactions, you can configure the following terminal printer settings:
Print declined transactions: Prints the transaction receipt when the transaction is declined
Print reverse on declined: Prints the transaction result in white on a dark background for declined transactions
Print ECR mode transactions: Uses the terminal’s printer for payment transactions processed on a separate device (semi-integrated solutions).
Print second copy on ECR mode: Uses the terminal’s printer for the second copy of a transaction processed on a separate device (semi-integrated).
Enter the Admin password and touch OK.
In the General section, touch the Printer Options.
In the Receipts section, touch the toggle button to enable (to the right) or disable (to the left) printing for the declined and ECR mode printing options.
Touch the Action button on the main screen.
Touch Settings.
Touch the Back icon to return to the main screen.
Touch the Action button on the main screen.
Touch Settings.
Touch the Back icon to return to the main screen.
Configuring Transaction Printing Options
Additional Printing Options
Add Personalized Receipt Header
Add Personalized Receipt Footer
Edit Personalized Messages
Deleting Personalized Messages
You can add a personalized message at the bottom of every printed receipt. Your message can contain up to 4 lines with 44 characters (including spaces) per line.
TIP: You should prepare your header information on a piece of paper in advance, to ensure that you have the correct number of characters per line.
Enter the Admin password and touch OK.
In the General section, touch the Printer Options.
Scroll down to the Footer section, toggle Footer Printing to On (to the right).
Touch Footer Line 1 and enter the text for the merchant name in the text field that appears and touch OK.
If necessary, repeat step 6 for Footer Line 2, Footer Line 3, and Footer Line 4 as required.
NOTE: The header information appears on all printed receipts, the merchant copy as well as the customer copy.
Touch the Action button on the main screen.
Touch Settings.
Touch the Back icon to return to the main screen.
If you notice an error in your personalized header or footer, or you want to change some text in the message, you can easily edit your message. Repeat either the Add Personalized Receipt Header or the Add Personalized Receipt Footer procedure and adjust the text on the line(s) you want to modify.
he STPISecure Installer, the STPISecure client software for SecureTable and the RTI-SIPA plugin for SecurePay requires the installation of Java for Windows software. This can be downloaded and installed for free from Oracle’s Java website, Here.
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.
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.
Logon to the Maitre’D Back-Office with appropriate credentials. (Distributor or System Owner)
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 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.
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
SecurePay-Compatible Payment terminal(s)
1 Gbps (Gigabit) Ethernet (wired) network or better.
WiFi network (802.11 ac or better)
High-Speed Internet connection.
Installation Process Overview
Install Microsoft .NET Framework 3.5 SP1
Install Java for Windows
Install the RTI-SIPA Plugin
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).
a. If this feature is not listed, install .NET Framework manually. (See below)
b. If you see a black square in this checkbox, .NET Framework 3.5 is already enabled and no further action is required.
c. If the checkbox is blank, enable it.
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.
or 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:
Microsoft .NET Framework 3.5 SP1
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.
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.
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.
Electronic Funds Transfer Module Setup
Assign a Payment Terminal to POS Workstation
Main Media Type For Secure Pay
Media Type Mappings for SecurePay
Generic Media Type Mapping for SecurePay
Employee Configurations
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.
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.
Logon to the Maitre’D Back-Office with appropriate credentials. (Distributor or System Owner)
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.
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
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.
Tip Preset (Select percentages)
Configure preset tip percentages that the customer will see when prompted for tip. Up to 3 presets can be configured. If you do not wish to use all of them, presets that are set to 0% will not be displayed to the customer.
Tip Preset Text Size
Select the text size used to display preset tip percentages. Available choices are Normal, Medium and 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.
Enable Confirmation
Enable this option to present a dedicated tip confirmation screen for the customer. If this option is disabled, the tip confirmation screen will be skipped when selecting a tip preset or the NO TIP option. If using custom $ or custom % with this option disabled, the tip amount, percentages and resulting totals will be updated in real-time as the customer types the numbers in, but no additional confirmation screen will be presented before the actual payment.
Tip presets are used to simplify and speed up the tipping process by allowing customers to select between pre-calculated 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.
The Tip Preset Text Size drop-down allows you to change the font size used to display percentages and amounts in each tip preset. The screenshots below illustrate each available size.
Normal
Medium
Large
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.
Tip amount is higher than 30% threshold
The tip confirmation screen is an extra step which allows the customer to review the details of the payment in a clear, minimalist display, without any other distractions on the terminal screen.
Add tip
Confirmation screen
Payment
If tip confirmation is disabled, the confirmation screen is skipped and the terminal proceeds directly to the payment. If the customer notices a mistake once the payment process is started, the transaction needs to be canceled at the payment application which will bring the customer back to the tip calculation screen.
Add tip
Payment
For more details and to quickly see the difference between various configurations, click the drop-downs below:
Using custom tip amount with tip confirmation enabled
Using custom tip percentage with tip confirmation enabled
Using custom tip amount with tip confirmation disabled
Using custom tip percentage with tip confirmation disabled
Comparison: Custom Tip Amount with confirmation enabled/disabled
Comparison: Custom Tip Percentage with confirmation enabled/disabled
Tip options are found in SecurePay's advanced settings. Here is a summary of available tip options:
One tip preset Two tip presets
Three tip presets No tip presets
Manager code is requested after touching the CONFIRM button
With the tip confirmation option enabled, the customer is presented with the detailed calculation of the tip. This screen also allows the customer to quickly back track and make corrections using the Back ( ) button.
Maitre’D version 7.08.000.280 or later.
Maitre’D Electronic Funds Transfer Interface.
Maitre’D Enhanced EFT option.
Any supported Windows operating system with all latest updates.
Java SE Runtime Environment.
Microsoft .NET Framework 3.5.
STPI Client software (included with the STPISecure Installer)
NOTE: The TPI client is NOT required, thanks to the direct integration of SecureTable within the Maitre’D software.
SecureTable-Compatible Payment terminal(s)
1 Gbps (Gigabit) Ethernet (wired) network or better.
WiFi network (802.11 ac or better)
High-Speed Internet connectio
The No Password Menu is a simplified version of the Functions menu. It contains basic functions that are useful to employees, while manager functions remain hidden.
NOTE: Before the No Password menu can be used, the corresponding option needs to be enabled in the SecurePay application settings. Please consult the Enable No Password Menu option in the SecurePay application settings for more details.
The FUNCTIONS menu will be displayed. The options available from this menu will vary based on your SecurePay application settings.
The Print Reports section will be displayed if the Allow Reports Printing option is enabled in the SecurePay Application Settings.
PRINT DETAILED REPORT
This option prints a report with the details of every card payment processed at the terminal since the last batch closing.
PRINT SUMMARY REPORT
This option prints a report that shows a summary of sales, refunds, tips and grand total for each card brand.
The Receipt section will be displayed if the Allow Receipt Reprintin option is enabled in the SecurePay Application Settings.
REPRINT RECEIPT
This option allows receipts to to be reprinted based on invoice number, sequence number or the last transaction processed at the terminal.
CONFIGURATION
This option brings up the SecurePay application settings.
The full functions menu contains all the options from the No Password Menu, plus a few more administrative options. To access the full functions menu:
The FUNCTIONS menu (no password menu) will be displayed. Touch the CONFIGURATION option.
You will be prompted to enter a password before you can access settings. Enter the password and press the OK key.
The SETTINGS screen will be displayed. Touch the blue Functions Menu link.
NOTE: The default password after a new installation is 1234.
The Functions menu will be displayed. Contrary to the No Password Menu discussed above, all the options shown below are always available, regardless of the status of the advanced settings.
SETTLE BATCH
This option will manually close the current batch.
IMPORTANT! Transactions that are part of a batch that is closed can no longer be voided, reprinted or otherwise modified.
This option prints a report with the details of every card payment processed at the terminal since the last batch closing.
PRINT SUMMARY REPORT
This option prints a report that shows a summary of sales, refunds, tips and grand total for each card brand.
BACKUP SETTINGS
This option will save all of the current settings to an S3 Bucket cloud location. Backing up the settings allows for quick recovery of the configuration in case the settings get reset to default after a major application update or Android update.
RESTORE SETTINGS
Use this option to restore saved settings. Using this option will override all settings with the ones found in the backup, except for the terminal ID.
This option allows receipts to to be reprinted based on invoice number, sequence number or the last transaction processed at the terminal.
From the SecurePay home screen, touch the cog wheel icon ( ) at the top-right of the screen.
From the SecurePay home screen, touch the cog wheel icon ( ) at the top-right of the screen.
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.
STPISecure Component selection
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.
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.
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.
Once the installation completes, you will see the screen pictured below. Click the Finish button.
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.
Electronic Funds Transfer Module Setup
Media type mappings for SecureTable or SecurePay
Generic Media Type mapping for SecureTable or SecurePay
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 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.
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.
NOTE: If you don't use fixed payments terminals with SecurePay, you don't need to install this component
Select the All Others (POS 4) option and click Next>.
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.
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.
Once the installation completes, you will see the screen pictured below. Click the Finish button.
This completes the installation process for the STPISecure Client software.
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.
Logon to the Maitre’D Back-Office with appropriate credentials. (Distributor or System Owner)
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.
Task: Add an APN to your Android Payment Terminal
Task: Configure Port Forwarding
Task: Switch between Wifi and 4G/LTE
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.
Logon to the Maitre’D Back-Office with appropriate credentials. (Distributor or System Owner)
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 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.
In this task, we will configure Port Forwarding on a router/firewall device to allow SecureTable to communicate with the POS system through the STPI Client while delivery drivers are on their delivery routes. The device used in this tutorial is an Asus RT-AC66U B1 wireless router and firewall. While the exact settings and menus will differ between models and manufacturers, the general principles are the same.
If your restaurant's network is managed by a larger entity, such as a franchise head office or a network administrator, please communicate with them to inquire about setting up port forwarding. you can also provide your network administrator with the instructions below. They should be able to adapt them to your needs.
Port Forwarding is generally required when using SecureTable over mobile networks. If you don't use SecureTable over mobile networks, there is no need to configure port forwarding and you can skip this tutorial altogether. Also, some mobile carriers may offer special VPN access to your local network, which is a more secure alternative to port forwarding. Please inquire with your mobile carrier to see if they offer this option. If they do, Port Forwarding will not be required.
SecureTable is used over mobile networks mostly by delivery drivers. However, mobile network connectivity is also useful to cover gaps in a restaurant's WiFi coverage.
When SecureTable is used locally in the restaurant, payment terminals are able to communicate with the POS system through the STPI client directly over the local WiFi network. However, when drivers are out on the road, the payment terminals need to use mobile networks to access the Internet to authorize payments. Being on the "public" Internet, the payment terminal will not be able to communicate directly with the POS system to close the delivery orders. This is where Port Forwarding comes in. To connect to the POS system, the payment terminal needs to connect to the restaurant's router, which will then redirect the communication to the STPI Client via port forwarding.
An analogy often used to describe this is finding the bathroom inside your house. For anyone currently inside the house, finding the bathroom should be quite easy. However, for someone currently outside of the house, they first need to know your home address, then someone from inside the house needs to let them in and show them the way to the bathroom. This is essentially what happens when a payment terminal running SecureTable is being used on the road.
Before you begin the actual configuration, you need the following information:
Your router's public IP address.
Your router's private IP address.
Your router's username and password to access its configuration utility.
IP address and TCP port used by the STPI Secure Client.
Here are short instructions to find each piece of information:
This is the IP address that is given to your router by your Internet Service Provider (ISP). It is called a "public" address because it is facing the public Internet. You can easily find what is your public IP address by visiting the following site:
IP4.me is a simple site that will display your public IP address without any ads or unneeded information.
As its name suggests, the router's private IP address is invisible to the outside world. To find it, you need to be connected to your local network and follow these simple instructions:
Open a command prompt with administrative privileges. Do so by clicking the Windows Start menu and typing CMD. Then, select Run as Administrator under the Command Prompt app.
In the command prompt window, type ipconfig and press the ENTER key.
Look for the line that starts with Default Gateway, and take note of the IP address listed there. This is the private IP address of your router.
Every modern router has a configuration utility that is protected by a username and password. If you don't know what it is, either contact your network administrator or look for the default username and password in your device's documentation.
This is the IP address of the PC where STPI Secure has been installed. The TCP port number is normally configured during the installation. The default recommended value for the TCP port is 9999, but it could be configured differently during the installation process.
From a PC connected to the local network, open your favorite browser (Google Chrome, Microsoft Edge, Firefox, etc.) and type your router's private IP address in the address bar. Press ENTER on your keyboard.
The login screen for your router's configuration utility should be displayed. Type the username and password that will allow you to login to your device. This screen will differ depending on your device's manufacturer and model.
Your router's main configuration screen should be displayed.
Look for Port Forwarding settings. This is typically found in WAN settings, under Advanced settings. Again, this will be different based on your device's manufacturer and model. Please consult your device's documentation if you can't find the appropriate settings.
Enable Port Forwarding.
Save your settings.
Some router models may need to be rebooted. Please refer to your device's documentation to learn how to do this.
The task of configuring port forwarding on your router is now complete.
Installation on Android Payment Terminals
SecureTable Application - Basic Navigation
Application Configuration
SecureTable Functions
The SecureTable application has the ability to use Wifi and mobile networks to communicate with your POS system. Switching from one network to the other generally occurs automatically and transparently, but there are situations where users may want to control how and when the application switches networks.
One such example is if you have areas at the limit of the Wifi range. In such an area, the terminal may repeatedly switch between Wifi and mobile networks, causing connectivity issues. In this case, the user may want to force the application to use the mobile network all the time while in that area.
Before using mobile networks with SecureTable, the following requirements need to be met:
Use SecureTable version 4.67.6 or later.
Use an Android payment terminal equipped with a SIM card. (The SIM card is provided by your preferred mobile network carrier.)
Configure an APN on your Android terminal to allow Internet connectivity through mobile networks. You can learn how to configure an APN here: Task : Add an APN to Your Payment Terminal.
Setup Port Forwarding on your router/firewall. A generic walkthrough is provided here: Task : Configure Port Forwarding
Configure Redundant Network as described here: Configure Redundant Network options
You can always tell which network SecureTable is currently using by looking at the icon in the upper-left corner of the home screen:
SecureTable operating on Wifi
SecureTable operating on Mobile
The icon also informs the user of the signal strength.
Excellent signal
Good signal
Fair signal
Poor signal
No signal
By default, SecureTable will always try to connect to known Wifi networks to reduce fees related to data usage over mobile networks. However, it is possible to force SecureTable to use mobile networks. This is useful to cover blind spots in Wifi coverage or in areas at the limit of Wifi range, where the signal can be unstable.
1. Touch the Wifi icon in the upper-left corner of the screen.
2. Touch the LTE signal icon or the SWITCH TO LTE button.
3. A confirmation dialog will appear. Touch YES to switch to LTE.
IMPORTANT! After manually switching to LTE, SecureTable will not try to switch back to Wifi on its own. If you wish to use Wifi again, you will need to switch to Wifi manually.
1. Touch the 4G/LTE icon in the upper-left corner of the screen.
2. Touch the Wifi signal icon or the SWITCH TO WIFI button.
3. A confirmation dialog will appear. Touch YES to switch to Wifi.
IMPORTANT! In the Select Network screen, the Wifi network appears as if it is unavailable. This is normal. This is because the Wifi antenna of the terminal was disabled during the manual switch to LTE. If the terminal is within Wifi range, switching back to Wifi will reactivate the antenna and reconnect to the network.
When the option Auto-connect to LTE is enabled, SecureTable can attempt to connect to LTE in the event that the connection fails over Wifi. This failover feature will only occur during a transaction process. It will never happen when the SecureTable application is idle.
1. Start a transaction as you normally would, by touching the ENTER button.
2. Input your server number and touch OK.
3. If there is an issue with the Wifi connectivity, the terminal will remain on "Fetching tables" longer than usual.
4. After a few seconds, an error message will appear: Unable to reach Wi-Fi network, connecting to LTE. Touch YES to connect to LTE.
5. The transaction process will resume over LTE.
IMPORTANT! After this type automatic switch to LTE, SecureTable will not try to switch back to Wifi on its own. If you wish to use Wifi again, you will need to switch to Wifi manually.
When WiFi signal is lost, SecureTable will automatically switch to Mobile networks, regardless of the status of the Auto-connect to LTE option. This happens without user intervention, as soon as the WiFi signal is lost. When the terminal is brought back within WiFi range, SecureTable will automatically switch back to the WiFi network.
1. The terminal is brought to the limit of Wifi coverage.
2. WiFi signal is lost.
3. SecureTable automatically switches to 4G/LTE mobile network.
This document will cover the configuration required to operate SecureTable using the Maitre’DVeloce direct integration to the STPI client.
SecureTable is a universal middleware platform that provides an EMV-Compliant, Pay at the Table (PATT) processing solution that can be connected to a POS (Point of Sale) system. The solution can work in standalone mode as well as integrated to a Point of Sale (POS) system such as Maitre’D, Veloce, Squirrel, Aloha and Micros among other.
SecureTable uses a “Pull” architecture. This means that a payment terminal using SecureTable can initiate the transaction process by Pulling check data from the POS system. In other words, after the guest checks are printed and handed to customers, there is no need for the server to walk back to the POS workstation to apply payments and close guest checks. All payments, including credit, debit and cash, can be applied at the table side, and checks are closed automatically. By comparison, a traditional "Push" architecture is a system where the transaction would be initiated from the POS system, and check data pushed to the payment terminal. In a table-service restaurant, this process often required the customers to get up and walk to the POS workstation to insert their payment card and enter their PIN using a tethered payment terminal.
The integration of SecureTable with various POS systems allows the payment terminal to retrieve guest check data from the POS System. Once a payment has been processed by the payment terminal, SecureTable 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.
SecureTable and SecurePay 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. SecureTable and SecurePay share a similar user interface which provides a consistent user experience for customers and employees.
If a third-party solution with tethered (wired) payment terminals is already in place and integrated to the POS system, SecureTable can still be used without worry. A configurable table-locking or invoice-locking mechanism prevents accidentally accessing guest checks that are being processed by a payment terminal through SecureTable. This means that establishments can, for example, use wireless payment terminals
with SecureTable in the dining room while using tethered payment terminals for the cashier station, bar, pickup counter and drive-through windows.
With a direct integration, Maitre’D communicates directly with SecureTable’s STPI client through a secure socket connection without using drop-files. This allows Maitre’D to take advantage of all the features offered by SecureTable, without the limitations imposed by using the former TPI client middleware.
An Access Point Name (APN) is the name of a gateway between a GSM, GPRS, 3G or 4G/LTE mobile network and another computer network, frequently the public Internet. In simple terms, an APN is required for your mobile device to be able to access the Internet through the carrier's mobile network.
Most mobile devices (phones, tablets, etc.) supplied by common carriers come with the carrier's APN pre-configured, so most users don't need to worry about manually configuring an APN.
However, mobile devices provided by PayFacto are carrier-agnostic, so they can connect to your carrier of choice to access GSM, GPRS, 3G or 4G/LTE mobile networks for mobile payment processing. For this reason, the APN can't be configured in advance and therefore needs to be configured manually.
Before configuring an APN on your Android terminal, be sure to have a SIM card installed in your terminal. Please review the documentation specific to your terminal model to learn how to install a SIM card.
Exit any payment application that may be running on the terminal. You should now see the home screen of your terminal.
Touch the settings app icon to access the device's settings.
A password prompt will appear. Enter the device's password and touch the OK button
NOTE: Settings passwords are changed before shipping to end-users. Passwords are unique to each terminal. Please review the documentation that came with your terminal to find your settings password.
In the Wireless & Networks section, touch the More... option.
Touch Cellular Networks.
Touch Access Point Names
The first time you access this setting, the list of APN's should be empty. Touch the "+" sign at the very top of the list to add a new entry.
Configure the following settings:
Name
Give a meaningful name to this APN. This generally corresponds to your mobile network carrier name.
APN
This is the actual name of the gateway. This is provided by your mobile service carrier.
MCC
The default value for this setting is 302. Leave it to the default value unless otherwise specified by your mobile service carrier.
MNC
The default value for this setting is 760. Leave it to the default value unless otherwise specified by your mobile service carrier.
Other settings
The settings listed above are the minimal settings required to get an APN to work properly. Different carriers may require additional settings to be configured. Please inquire with your mobile service carrier.
Touch the 3 dots at the top-right of the screen and select Save.
The new APN will appear in the list.
Use the Back button to exit all the way back to the home screen.
To make sure that your APN and SIM card work properly, they need to be tested. Unfortunately, payment terminals don't have browsers which would allow for a quick and easy test, but here's a workaround:
Disabling WiFi will ensure that you are testing Internet connectivity through the mobile network only.
From the Home screen, swipe twice from the very top of the screen. This will show some quick settings for the terminal. Touch the Wi-Fi icon to disable your Wi-Fi connection.
While still in the settings screen, touch the Cellular Data icon. Then, make sure that the Cellular Data option is enabled.
Since the PAX Store requires Internet connectivity to allow you to download applications, you can use it to tell if your APN and SIM card are working properly.
Start the PAXSTORE by touching its icon on the home screen.
Once in the PAXSTORE, touch "All" near the top of the screen.
If the APN is correctly configured and that Internet access is working properly through the mobile network, you will see a list of applications that can be downloaded and installed:
If the APN is not configured correctly or if there is an issue with Internet connectivity through the mobile network, you will see a message saying "Network Unavailable" briefly displayed on the screen. Instead of the applications list, you will see a "Click to refresh" message and an empty box icon.
If Internet access is not working, please review your APN settings and try restarting your terminal. If Internet access through mobile networks still doesn't work, please call the PayFacto help desk or your mobile network carrier for assistance.
Now that Internet access through the mobile network is tested, don't forget to re-enable WiFi to keep data usage from the mobile network at a minimum.
After the STPISecure client is installed, configured and running properly on the POS system, make sure that all payment terminals are properly configured so they can communicate with the POS system. Android payment terminals are generally shipped with all the necessary applications pre-installed by PayFacto, including the latest versions of SecureTable and of the latest version of the Payment application. If the SecureTable application appears to be missing, install it using the instructions below.
The instructions below were created using the PAX A920 Android-based Payment terminal and the PAX store. However, the instructions are the same for all Android-based payment terminals, such as other models offered by PAX, AMP terminals or Clover Flex. For brands other than PAX, the mechanism they use to install apps may look different but the general principle should remain the same.
Before installing SecureTable on your payment terminal, please make sure that the appropriate payment application is installed and configured properly. You may also want to check out our documentation on the PAX A920, A920Pro or A80 terminals or any other Android-based terminal you may be using with SecureTable.
PayFacto Payment Application (For the Canadian market):
Android PayFacto Application - Manual setup of application
PayFacto Quick Reference Guide
BroadPOS Payment application (For the US market):
Link
PAX A920 Payment Terminal:
PAX A920 - Introduction
PAX A920 - Quick Setup Guide
Getting to know the PAX A920 Terminal
NOTE: The SecureTable application can be installed on certified payment terminals only. It cannot be used on regular phones or tablets.
Power-up your terminal, and make sure it is connected to the Internet.
If any application start automatically, shut them down to reach the Android home screen.
From the Android home screen, start the PAXSTORE by touching the appropriate icon.
In the PAXSTORE (Application Marketplace), search for SecureTable.
Locate the version which is appropriate for your region, and touch the GET button to download and install it.
During the installation, the GET button will turn to a circle with the Pause symbol inside. Once installation is complete, the GET button will change to OPEN.
An icon will also be created on the Android home screen.
Installation of the SecureTable application is now complete.
.
.
Make sure that the Maitre’D Electronic Funds Transfer Interface and Enhanced EFT options are included on the Maitre’D license. To confirm this, simply logon to the Maitre’D Back-Office using appropriate credentials, click on the File menu and select the Licenses option.
This will bring up the license’s properties. Two options are required for SecureTable to operate properly:
• Interface Electronic Fund Transfer.
• Enhanced EFT.
If any of these two options are missing, they will need to be purchased before you can use SecureTable. Please contact your local sales representative.
Logon to the Maitre’D Back-Office with appropriate credentials. (Distributor or System Owner)
Start the Electronic Funds Transfer Module.
Click the View menu, and select Options…
The Configuration screen opens on the Interface branch.
The settings from the Interface, Identification, Operation, Receipt, Payment Device Tip Suggestion, Remote Payment Device and Home Page branches don't have any effect on the operation of SecureTable. Please make sure not to change or remove any settings found in these pages, as these could affect the operation of tethered payment terminals.
NOTE: It is possible to use tethered payment terminals from a third-party processor along with SecureTable. The settings in these windows would then be setup per your processor’s requirements.
Click on the Pay at the Table branch.
Pay at the table
Enable this option to activate Pay at the Table (PATT) functionality.
PATT Protocol
Select the SecureTablePay protocol.
Log Level
Select the desired log level for the Pay at the Table interface. Available choices are:
• None: No log file is created.
• Standard: Standard log level. All operations are logged in a summary format.
• Detailed: Detailed log level. All operations are logged with detailed information.
• Debug: Detailed log level with extra information for troubleshooting and investigation purposes.
TCP Port
Type in the TCP Port number used by the STPI Secure client.
Send Invoices
Disabled. This option is not available because it is not compatible with the SecureTablePay protocol.
Get Invoice Status
Disabled. This option is not available because it is not compatible with the SecureTablePay protocol.
Partial Invoice Number
Enable this option to allow the payment terminal to retrieve checks by entering only the last 4 digits of the check number. If this option is disabled, the full check number will be required to retrieve checks.
Validate Employee
Enable this option to force the validation of the employee number entered at the payment terminal. With this option enabled, only the employee who owns the table associated with the printed check will be able to access that check from the payment terminal. If this option is disabled, any employee will be able to access any checks from the payment terminal.
Locking mode
Select the locking mode that will be used when accessing checks from the payment terminal. Two locking modes are available:
Table Locking
Select the table locking mode to lock the entire table as soon as a check is accessed by a payment terminal with SecureTable. For example, if you have 4 printed checks on Table #99, accessing any check from table #99 from a payment terminal with SecureTable will lock all checks from table #99. This prevents any of these checks from being accessed by other payment terminals or POS workstations.
Invoice Locking
Select the invoice locking option to lock only the check being accessed, without locking the entire table. This allows other checks on a given table to be closed simultaneously with other payment terminals or from POS workstations.
Shared Folder
This option is not available because it is not compatible with the SecureTablePay protocol.
7. Click OK to save changes and close the options window.
As soon as a table or invoice is accessed from a payment terminal with SecureTable, it is locked. This is done to prevent accidental double payment or double processing of invoices. While it is possible to override table or invoice locking, it is not recommended to do so. Unlocking a table or invoice in the middle of it being processed can cause invoices to remain open after being paid and discrepancies in reporting.
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.
Logon to the Maitre’D Back-Office with appropriate credentials. (Distributor or System Owner)
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 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.
Configure remaining options per the merchant’s needs and preferences.
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.
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:
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.
STPI Client will have Tyro enabled
Select this option only if you are using STPISecure with Tyro EFTPOS solutions in Australia.
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 (RTISIPA) 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.
NOTE: If you don't use fixed payments terminals with SecurePay, you don't need to install this component
If you selected the Tyro option (STPI Client will have Tyro enabled), a passphrase will be requested. Create your own passphrase at this point and be sure to remember it, or write it down and store in a secure location.
NOTE: The passphrase must be at least 8 characters long and contain at least 1 uppercase letter, 1 lowercase letter, 1 number and 1 special character. The Next> button will remain grayed-out (inactive) until those requirements are met.
Select the All Others (POS 4) option and click Next>.
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.
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.
Once the installation completes, you will see the screen pictured below. Click the Finish button.
This completes the installation process for the STPISecure Client software.
The FUNCTIONS menu will be displayed. Touch the CONFIGURATION button.
You will be prompted to enter a password before you can access settings. Enter the password and press the OK key.
The SETTINGS screen will be displayed.
NOTE: The default password after a new installation is 1234.
NOTE: Before configuring the IP address or URL, it is strongly recommended to start the STPI Client on the PC where it was installed, and make sure it is running properly. This will allow you to test the communication using the FIND STPI links found with some settings.
IP / URL toggle switch
By default, the toggle switch is set to IP, and the field is labeled STPI IP Address. By touching the toggle switch, the field will change to STPI URL Address.
The IP option is used to locate the STPISecure Client using an IP address, such as 192.168.xxx.xxx.
The URL option is used to locate the STPISecure Client using a Uniform Rersource Locator (URL), such as https://payfacto.com/.
STPI IP/URL Address for WiFi
Enter the IP address or URL of the PC or resource where the STPI Client is installed and running, when accessing it through the local WiFi network.
Find STPI
After entering the IP address or URL, touch this link to verify the communication between your payment terminal and the STPI Client.
Redundant Network
Enable this option to allow the SecureTable application to communicate over both WiFi and 4G/LTE mobile networks. By default, SecureTable will always try to use WiFi networks first, to avoid extra costs from using data over mobile networks. If the terminal is out of range of any known WiFi networks, SecureTable will automatically switch to 4G/LTE mobile network. Enabling this option will also unlock additional settings.
NOTE: A SIM card needs to be installed in the payment terminal to get access to 4G/LTE mobile networks. Also, this option will be hidden if no SIM card is detected.
Auto-connect to LTE
** This settings is only visible if Redundant Network is also enabled.
With this option enabled, SecureTable will offer the option to automatically switch from WiFi to 4G/LTE if unable to reach the POS system during a transaction. This switch will only happen if the application is actively trying to connect to the POS system. It will not happen while the application is idle.
If this option is disabled and there is a WiFi communication issue during a transaction, you will get a generic error message and you will need to manually switch to 4G/LTE and re-attempt the transaction.
STPI IP/URL Address for LTE
** This settings is only visible if Redundant Network is also enabled.
Enter the Public IP address or URL to access the STPI Client is installed and running, when accessing it through the 4G/LTE mobile network.
Find STPI
After entering the IP address or URL, touch this link to verify the communication between your payment terminal and the STPI Client.
NOTE: The STPI Client needs to be up-and-running. If you are using FIND STPI for 4G/LTE, Port Forwarding also needs to be configured on the router/firewall controlling the access to the local area network.
STPI Port Number
This field displays the current TCP port number used for communication with the STPI Client.
NOTE: This setting can only be modified from the Advanced Settings screen and is displayed here for information purposes only.
Advanced Settings
Touch this link to access the Advanced Settings screen.
Functions Menu
Touch this link to access the Functions Menu screen.
SAVE
Touch this button to save your changes and return to the home screen.
NOTE: On a brand-new installation, the application will not let you save your settings with an empty (blank) STPI Port Number. To prevent this issue, go to the Advanced Settings screen, configure the STPI Port Number, Save, and then go back to the basic settings screen to set the IP address or URL.
STPI Port Number
Default: 9999
This is the TCP port number used by STPI. Be sure that this TCP port is unblocked by your network administrator.
POS Type
Select 1 for Maitre’D, Veloce or any POS other than Micros or Squirrel.
Select 2 for Micros.
Select 3 for Squirrel.
Tip
Enable this option to have the SecureTable application prompt for tip entry. Disable this option to prevent tip entry. Disabling this option will also hide all the tip-related options below.
Tip Preset (Select percentages)
Configure preset tip percentages that the customer will see when prompted for tip. Up to 3 presets can be configured. If you do not wish to use all of them, presets that are set to 0% will not be displayed to the customer.
Tip Preset Text Size
Select the text size used to display preset tip percentages. Available choices are Normal, Medium and 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.
Tip on Tax
Enable this option to calculate the tip percentage from the total check amount, including taxes. If this option is disabled, the tip amount will be calculated on the sub-total instead, which does not include taxes.
NOTE: For the Tip on Tax feature to have an effect, the POS system needs to send both the sub-total and check total as separate values to the STPIClient. If the POS system only sends the check total without the sub-total, this setting will have no effect. The percentage will be calculated on the check total sent by the POS, regardless of the status of this option.
Enable Confirmation
Enable this option to present a dedicated tip confirmation screen for the customer. If this option is disabled, the tip confirmation screen will be skipped when selecting a tip preset or the NO TIP option. If using custom $ or custom % with this option disabled, the tip amount, percentages and resulting totals will be updated in real-time as the customer types the numbers in, but no additional confirmation screen will be presented before the actual payment.
Setting Password
Configure the password used to access settings. This is also the password that will be requested if the customer enters a tip amount that exceeds the Tip Threshold.
Enable Search by Table Number
Enable this option to have the terminal prompt the server for a table number. This allows the SecureTable application to search for all available checks for a given table number.
Enable Search by Check Number
Enable this option to have the terminal prompt for a check number. This allows servers to enter a check number in order to directly access a check, instead of selecting the check from a list.
More Settings
Touch this link to view more advanced settings.
SAVE
Touch this button to save your changes and return to the home screen.
Cash
Enable this option to allow cash payments to be applied on checks from the SecureTable application.
Auto Start
Enable this option to have the SecureTable application start automatically when powering on the payment terminal.
Exit Password Required
With this option enabled, the SecureTable application will request the settings password before closing.
Delivery
Enable this option to use the SecureTable application in Delivery mode. With this option enabled, the payment terminal will display the delivery order numbers instead of table numbers.
Currency
Select the default currency for your region. Supported currencies are:
Canadian Dollar (CAD ($))
United States Dollar (USD ($))
United Kingdom Pound (GBP (£))
European Union Euro (EUR (€))
Australian Dollar (AUD ($))
Enable No-Password Menu
Allow Reports Printing
Enable this option to allow users to access and print the Detailed Report and Summary Report from the No-password menu. If this option is disabled, the reports can still be printed from the FUNCTIONS menu, which requires the settings password.
Allow Receipt Reprinting
Enable this option to activate the Reprint Receipt option in the No-password menu. If this option is disabled, the receipts can still be reprinted from the FUNCTIONS menu, which requires the settings password.
Upload Logs
Enable this option to upload the SecureTable application logs to the PayFacto Cloud services. It is recommended to leave this option enabled.
Allow Terminal Reboot
Enable this option to allow the terminal to reboot after an automatic batch settlement. It is recommended to leave this option enabled.
WiFi Settings
Use this shortcut to configure the payment terminal's WiFi settings.
SAVE
Touch this button to save your changes and return to the home screen.
NOTE: The payment terminal MUST be connected to your WiFi or Ethernet network and have internet access. Otherwise, payments cannot be processed and payment information cannot be transmitted to the POS system.
IMPORTANT! Be sure to touch the SAVE button to save your changes. Using any other button to exit from the settings screen will discard all changes.
From the SecureTable home screen, touch the cog wheel icon ( ) at the top-right of the screen.
Enable this option to allow users to access a simplified version of the Functions menu without entering a password. This menu is accessed by touching the cog wheel icon ( ) at the top-right of the home screen. Enabling this option will also unlock access to the Allow Reports Printing and Allow Receipt Reprinting options below.
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.
Logon to the Maitre’D Back-Office with appropriate credentials. (Distributor or System Owner)
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.
• Maitre’D version 7.08.000.280 or later.
• Maitre’D Electronic Funds Transfer Interface.
• Maitre’D Enhanced EFT option.
• Any supported Windows operating system with all latest updates.
• Java SE Runtime Environment.
• Microsoft .NET Framework 3.5.
• STPI Client software (included with the STPISecure Installer)
NOTE: The TPI client is NOT required, thanks to the direct integration of SecureTable within the Maitre’D software.
• SecureTable-Compatible Payment terminal(s)
• 1 Gbps (Gigabit) Ethernet (wired) network or better.
• WiFi network (802.11 ac or better)
• High-Speed Internet connection.
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).
a. If this feature is not listed, install .NET Framework manually. (See below)
b. If you see a black square in this checkbox, .NET Framework 3.5 is already enabled and no further action is required.
c. If the checkbox is blank, enable it.
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: Microsoft .NET Framework 3.5 SP1 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.
The STPISecure Installer, the STPISecure client software for SecureTable and the RTI-SIPA plugin for SecurePay requires the installation of Java for Windows software. This can be downloaded and installed for free from Oracle’s Java website, Here. Please download and install the latest version of Java for Windows for your specific Windows edition (32-bit
NOTE: Please consult Oracle's Java website for detailed licensing conditions and support.
The No Password Menu is a simplified version of the Functions menu. It contains basic functions that are useful to employees, while manager functions remain hidden.
NOTE: Before the No Password menu can be used, the corresponding option needs to be enabled in the SecureTable application settings. Please consult the Enable No Password Menu option in the SecureTable application settings for more details.
From the SecureTable home screen, touch the cog wheel icon ( ) at the top-right of the screen.
The FUNCTIONS menu will be displayed. The options available from this menu will vary based on your SecureTable application settings.
Print Reports
The Print Reports section will be displayed if the Allow Reports Printing option is enabled in the SecureTable Application Settings.
PRINT DETAILED REPORT
This option prints a report with the details of every card payment processed at the terminal since the last batch closing.
NOTE: Cash payments processed through the SecureTable application are not included in this report. Please use your POS system's reports for this purpose.
PRINT SUMMARY REPORT
This option prints a report that shows a summary of sales, refunds, tips and grand total for each card brand.
Receipt
The Receipt section will be displayed if the AllowReceiptReprinting option is enabled in the SecureTable Application Settings.
REPRINT RECEIPT
This option allows receipts to to be reprinted based on invoice number, sequence number or the last transaction processed at the terminal.
CONFIGURATION
This option brings up the SecureTable application settings.
The full functions menu contains all the options from the No Password Menu, plus a few more administrative options. To access the full functions menu:
From the SecureTable home screen, touch the cog wheel icon ( ) at the top-right of the screen.
The FUNCTIONS menu (no password menu) will be displayed. Touch the CONFIGURATION option.
You will be prompted to enter a password before you can access settings. Enter the password and press the OK key.
The SETTINGS screen will be displayed. Touch the blue Functions Menu link.
NOTE: The default password after a new installation is 1234.
The Functions menu will be displayed. Contrary to the No Password Menu discussed above, all the options shown below are always available, regardless of the status of the advanced settings.
SETTLE BATCH
This option will manually close the current batch.
IMPORTANT! Transactions that are part of a batch that is closed can no longer be voided, reprinted or otherwise modified.
PRINT DETAILED REPORT
This option prints a report with the details of every card payment processed at the terminal since the last batch closing.
PRINT SUMMARY REPORT
This option prints a report that shows a summary of sales, refunds, tips and grand total for each card brand.
BACKUP SETTINGS
This option will save all of the current settings to an S3 Bucket cloud location. Backing up the settings allows for quick recovery of the configuration in case the settings get reset to default after a major application update or Android update.
RESTORE SETTINGS
Use this option to restore saved settings. Using this option will override all settings with the ones found in the backup, except for the terminal ID.
REPRINT RECEIPT
This option allows receipts to to be reprinted based on invoice number, sequence number or the last transaction processed at the terminal.
This section will cover the general workflow that users and customers will see when using SecureTable. The workflow will vary slightly based on the SecureTable application's configuration. The workflow steps that are user-configurable are also optional and can be skipped during the transaction process. Those will be indicated as such below.
Before starting a transaction using a payment terminal with SecureTable, at least one check must be printed from the POS system. SecureTable can also work with split checks as well a tables with multiple checks. Open tables without printed checks cannot be accessed by SecureTable.
SecureTable supports voids initiated by the POS system. To be able to use this feature, the POS system must support it as well.
Void Sale The Void Sale operation consists in cancelling a sale transaction that was carried out in the current transaction batch. With this operation, the funds are returned to the customer.
IMPORTANT! Only transactions from the Current Batch can be voided. Transactions that belong to a closed batch cannot be voided. To refund a transaction belonging to a closed batch, see Refunds.
Initiate the void from the POS system. The POS system should tell you which Terminal ID was used in the original transaction, as well as the original check or invoice number. The information should be available either on-screen or on a printed coupon.
Locate the payment terminal with the appropriate Terminal ID (TID). On the SecureTable application, the terminal ID (TID) is displayed in green at the bottom of the home screen and consists of 8 digits.
Logon to SecureTable with your employee number. There is no need to enter a table or check number, so simply touch OK without entering anything if prompted for those.
If there are voids to be treated, you will see a section for Voids at the top of the list of tables and checks. Touch the Voids box, which will display the list of pending voids.
NOTE: If you don't see the Voids section, it means that no voids were initiated from the POS system, or your POS system does not support this feature with SecureTable
Locate the box that represents the transaction you wish to void and touch it. If multiple pending voids are listed, use the invoice (check) number or reference number to locate the one you wish to process. Touch the VOID button to initiate the process.
The payment application will display the transaction details. Verify that this is indeed the transaction you wish to void, then
a. touch the green "I CONFIRM THE REQUEST" button to proceed, or;
b. Touch the red "CANCEL THE REQUEST" button to return to SecureTable. (This will return to the SecureTable Home Screen.)
7. At this point, whether the customer will need to manipulate the payment terminal depends on the type of card used for the original payment.
a. For credit cards, no further manipulation is required and the void will be processed automatically.
b. For debit cards, hand the payment terminal to the customer. The customer will insert the original payment card and follow the prompts to process the void.
8. Once the process is completed, the terminal will return to the SecureTable home screen.
The workflow will vary based on SecureTable's application settings. This section covers all possible configurations. Here are quick links to each step of the workflow:
Home Screen (Start)
2. Enter Server Number a. Enter Table Number (Optional) b. Enter Check Number (Optional)
Select Table
Select from multiple checks
Split Calculator a. Equal Split b. Unequal Split
Tip Calculation (with tip presets) a. Custom tip amount b. Custom tip percentage
Tip Confirmation
Payment (Card processing)
Payment posting to the POS
Home Screen
The transaction workflow always starts from the SecureTable home screen. To start, simply press the ENTER button.
Enter Server Number (mandatory)
Enter the Server, Clerk or employee number and press the OK button in the lower-right corner of the screen. The server number is mandatory to start a transaction. It will be used to filter the tables and checks, and only the tables or checks that are related to the server number entered will be available.
NOTE: On devices equipped with a physical keypad, the on-screen keypad will not be displayed. The physical keypad buttons will be used instead.
This screen will only be displayed if the Enable Search by Table Number option is enabled in the SecureTable application's settings.
The table number is used to further filter the checks that will be displayed. This is useful to display the full list of checks associated with a specific table.
To use it, enter the table number and press the OK button in the lower-right corner of the screen. To skip this step, simply press OK without entering a table number.
NOTE: On devices equipped with a physical keypad, the on-screen keypad will not be displayed. The physical keypad buttons will be used instead.
Enter Check Number (optional)
This screen will only be displayed if the Enable Search by Check Number option is enabled in the SecureTable application's settings. The check number is used to search for a specific check. This is useful when you have the check in hand and you just want to bring it up immediately on the SecureTable application. To use it, enter the check number and press the OK button in the lower-right corner of the screen. To skip this step, simply press OK without entering a check number.
NOTE: On devices equipped with a physical keypad, the on-screen keypad will not be displayed. The physical keypad buttons will be used instead.
Select Table
This screen may look different or may not be displayed altogether, based on settings and previous choices made:
• A list of all tables containing printed checks will be displayed if both the Table Number and Check Number screens were skipped.
• A single table will be displayed if a valid table number was entered at the Table Number screen and the check number was skipped.
• This screen will be skipped altogether if a check number was entered at the Check Number screen. In this case, SecureTable will skip directly to the Split Calculator screen, further below.
The table number is indicated to the left of each white box. Each box displays the total amount due for the entire table, and the green Multiple Checks text indicates that this table has more than one printed checks.
To select a table, simply touch the desired box.
Multiple Checks
When a table containing multiple printed checks is selected, the list of available checks is displayed. On a typical payment terminal screen, up to 5 checks can be displayed at once. If there are more than 5 checks, the list can be scrolled by swiping up and down the screen.
This screen will not be displayed if a table with a single check was selected, or if a check number was entered at the Check Number screen.
To select a check to be paid, simply touch the corresponding box on the screen.
Split Calculator
The split calculator is the step where the server discusses with the customer about how the check will be paid. The following needs to be determined:
• Will the check be paid by cash or by card?
• Will the check be paid in full in one payment, or in multiple payments (split)?
• If the payment is to be split, will it be in equal or unequal amounts?
Paid by Cash
Enable this checkbox if the customer pays with cash. If the customer pays by card, leave this box unchecked.
PAY FULL
Touch this button to pay the check in full.
EQUAL SPLIT
Touch this button to split the check amount in up to 10 equal parts.
UNEQUAL SPLIT
Touch this button to split the check in unequal parts.
Split Calculator - Equal Split
Equal split is used to divide the total check amount in up to 10 equal parts. This is useful when there is a single printed check for 2 or more customers, and they want to split the expense among themselves. After touching the EQUAL SPLIT button, select the Number of Splits. The Per Split Amount will be updated
Touch the CONFIRM button to proceed with the first payment.
NOTE: If the amount is not equally divisible by the number of splits selected, there will be a difference of $0.01 between split amounts. In the screenshot above, dividing $45.71 by 2 creates the first split at $22.86 and the second one at $22.85.
Split Calculator - Unequal Split
The UNEQUAL SPLIT function is used to divide the check amount in unequal parts. This is useful if the in a single printed check which multiple customers wish to pay with various amounts.
After touching the UNEQUAL SPLIT button, touch the Amount field and enter the amount that the customer wishes to pay.
Touch the CONFIRM button to proceed with the first payment.
Tip Calculation
If the Tip option is enabled in the SecureTable application settings, the tip calculation screen will be displayed.
When the Tip calculation screen appears, the payment terminal needs to be handed to the customer. The customer has the following options:
• Select one of the pre-set percentages;
• Enter a custom dollar amount;
• Enter a custom percentage;
• Leave no tip at all.
Bill Amount
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 SecureTable's advanced settings are displayed. Each percentage box also indicates the corresponding dollar amount. Touching a preset automatically adds the stated tip amount to the transaction.
$
Touch the $ button to enter a custom dollar amount as tip instead of using a preset.
%
Touch the % 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.
Custom tip amount
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.
Custom tip percentage T
he 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.Custom tip percentage 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.
Tip Confirmation
If the Enable Confirmation option is enabled in the SecureTable application settings, the tip confirmation screen will appear. This is the last confirmation before the actual payment.
Total amount
This is the total amount to be paid, which is calculated from the check amount plus tip amount.
Bill Amount
This is the amount that was passed from the POS system. It is also known as the Check amount or Invoice amount, depending on the terminology used by the POS system.
Tips (__%)
This field displays the tip amount added. The percentage between parenthesis is calculated from the Bill amount vs. tip amount, and is always rounded to the nearest percentage point.
CONFIRM & PAY
Touch this button to proceed with the actual payment.
CANCEL
Touch this button to cancel the transaction and return to the home screen to start over. A confirmation screen will be displayed before actually cancelling the operation.
Payment
At this point, SecureTable 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.
PayFacto Payment Process
PayFacto User Guide PayFacto
Quick Reference Guide
BroadPOS Payment Process
BroadPOS Quick Reference Guide
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 SecureTable and the POS system.
The message Payment applied successfully! will be briefly displayed on the screen. Then, one of two things can happen:
Splits
If this was a payment resulting from a split, SecureTable will return to the Split Calculator to process the next payment.
Full payment / Last payment
If this was a full payment or the last payment of a series of splits, SecureTable will return to the home screen.
The payment workflow with SecureTable is now complete, and the application is ready to process the next payment.
While attempting to install STPISecure, an error message is displayed:
STPISecure requires Microsoft .NET Framework 3.5.
Please use Windows Update / Windows Features to install this version, and then re-run the installer.
Solution:
Install Microsoft .NET Framework 3.5 through Windows Update or use the "Turn Windows features on or off" option from Add/Remove programs to enable .NET Framework 3.5.
Once Microsoft .NET Framework 3.5 is installed, retry installing STPISecure.
From the SecureTable home screen, touch the cog wheel icon ( ) at the top-right of the screen.
The FUNCTIONS menu will be displayed. Touch the CONFIGURATION button.
3. You will be prompted to enter a password before you can access settings. Enter the password and press the OK key.
4. The SETTINGS screen will be displayed.
NOTE: The default password after a new installation is 1234.
NOTE: Before configuring the IP address or URL, it is strongly recommended to start the STPI Client on the PC where it was installed, and make sure it is running properly. This will allow you to test the communication using the FIND STPI links found with some settings.
IP / URL toggle switch
By default, the toggle switch is set to IP, and the field is labeled STPI IP Address. By touching the toggle switch, the field will change to STPI URL Address.
• The IP option is used to locate the STPISecure Client using an IP address, such as 192.168.xxx.xxx.
• The URL option is used to locate the STPISecure Client using a Uniform Rersource Locator (URL), such as https://payfacto.com/.
Enter the IP address or URL of the PC or resource where the STPI Client is installed and running, when accessing it through the local WiFi network.
Find STPI
After entering the IP address or URL, touch this link to verify the communication between your payment terminal and the STPI Client.
Redundant Network
Enable this option to allow the SecureTable application to communicate over both WiFi and 4G/LTE mobile networks. By default, SecureTable will always try to use WiFi networks first, to avoid extra costs from using data over mobile networks. If the terminal is out of range of any known WiFi networks, SecureTable will automatically switch to 4G/LTE mobile network. Enabling this option will also unlock additional settings.
NOTE: A SIM card needs to be installed in the payment terminal to get access to 4G/LTE mobile networks. Also, this option will be hidden if no SIM card is detected.
Auto-connect to LTE
** This settings is only visible if Redundant Network is also enabled. With this option enabled, SecureTable will offer the option to automatically switch from WiFi to 4G/LTE if unable to reach the POS system during a transaction. This switch will only happen if the application is actively trying to connect to the POS system. It will not happen while the application is idle. If this option is disabled and there is a WiFi communication issue during a transaction, you will get a generic error message and you will need to manually switch to 4G/LTE and re-attempt the transaction.
STPI IP/URL Address for LTE
** This settings is only visible if Redundant Network is also enabled. Enter the Public IP address or URL to access the STPI Client is installed and running, when accessing it through the 4G/LTE mobile network.
Find STPI
After entering the IP address or URL, touch this link to verify the communication between your payment terminal and the STPI Client.
NOTE: The STPI Client needs to be up-and-running. If you are using FIND STPI for 4G/LTE, Port Forwarding also needs to be configured on the router/firewall controlling the access to the local area network.
STPI Port Number
This field displays the current TCP port number used for communication with the STPI Client.
NOTE: This setting can only be modified from the Advanced Settings screen and is displayed here for information purposes only.
Advanced Settings
Touch this link to access the Advanced Settings screen.
Functions Menu
Touch this link to access the Functions Menu screen.
SAVE
Touch this button to save your changes and return to the home screen.
NOTE: On a brand-new installation, the application will not let you save your settings with an empty (blank) STPI Port Number. To prevent this issue, go to the Advanced Settings screen, configure the STPI Port Number, Save, and then go back to the basic settings screen to set the IP address or URL.
STPI Port Number
Default: 9999 This is the TCP port number used by STPI. Be sure that this TCP port is unblocked by your network administrator.
POS Type
• Select 1 for Maitre’D, Veloce or any POS other than Micros or Squirrel.
• Select 2 for Micros.
• Select 3 for Squirrel.
Tip
Enable this option to have the SecureTable application prompt for tip entry. Disable this option to prevent tip entry. Disabling this option will also hide all the tip-related options below.
Tip Preset (Select percentages)
Configure preset tip percentages that the customer will see when prompted for tip. Up to 3 presets can be configured. If you do not wish to use all of them, presets that are set to 0% will not be displayed to the customer.
Tip Preset Text Size
Select the text size used to display preset tip percentages. Available choices are Normal, Medium and 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.
Tip on Tax
Enable this option to calculate the tip percentage from the total check amount, including taxes. If this option is disabled, the tip amount will be calculated on the sub-total instead, which does not include taxes.
NOTE: For the Tip on Tax feature to have an effect, the POS system needs to send both the sub-total and check total as separate values to the STPIClient. If the POS system only sends the check total without the sub-total, this setting will have no effect. The percentage will be calculated on the check total sent by the POS, regardless of the status of this option.
Enable Confirmation
Enable this option to present a dedicated tip confirmation screen for the customer. If this option is disabled, the tip confirmation screen will be skipped when selecting a tip preset or the NO TIP option. If using custom $ or custom % with this option disabled, the tip amount, percentages and resulting totals will be updated in real-time as the customer types the numbers in, but no additional confirmation screen will be presented before the actual payment.
Setting Password
Configure the password used to access settings. This is also the password that will be requested if the customer enters a tip amount that exceeds the Tip Threshold.
Enable Search by Table Number
Enable this option to have the terminal prompt the server for a table number. This allows the SecureTable application to search for all available checks for a given table number.
Enable Search by Check Number
Enable this option to have the terminal prompt for a check number. This allows servers to enter a check number in order to directly access a check, instead of selecting the check from a list.
More Settings
Touch this link to view more advanced settings.
SAVE
Touch this button to save your changes and return to the home screen.
Cash
Enable this option to allow cash payments to be applied on checks from the SecureTable application.
Auto Start
Enable this option to have the SecureTable application start automatically when powering on the payment terminal.
Exit Password Required
With this option enabled, the SecureTable application will request the settings password before closing.
Delivery
Enable this option to use the SecureTable application in Delivery mode. With this option enabled, the payment terminal will display the delivery order numbers instead of table numbers.
Currency
Select the default currency for your region. Supported currencies are:
• Canadian Dollar (CAD ($))
• United States Dollar (USD ($))
• United Kingdom Pound (GBP (£))
• European Union Euro (EUR (€))
• Australian Dollar (AUD ($))
Enable No-Password Menu
Enable this option to allow users to access a simplified version of the Functions menu without entering a password. This menu is accessed by touching the cog wheel icon ( ) at the top-right of the home screen. Enabling this option will also unlock access to the Allow Reports Printing and Allow Receipt Reprinting options below.
Allow Reports Printing
Enable this option to allow users to access and print the Detailed Report and Summary Report from the Nopassword menu. If this option is disabled, the reports can still be printed from the FUNCTIONS menu, which requires the settings password.
Allow Receipt Reprinting
Enable this option to activate the Reprint Receipt option in the No-password menu. If this option is disabled, the receipts can still be reprinted from the FUNCTIONS menu, which requires the settings password.
Upload Logs
Enable this option to upload the SecureTable application logs to the PayFacto Cloud services. It is recommended to leave this option enabled.
Allow Terminal Reboot
Enable this option to allow the terminal to reboot after an automatic batch settlement. It is recommended to leave this option enabled.
WiFi Settings
Use this shortcut to configure the payment terminal's WiFi settings.
SAVE
Touch this button to save your changes and return to the home screen.
NOTE: The payment terminal MUST be connected to your WiFi or Ethernet network and have internet access. Otherwise, payments cannot be processed and payment information cannot be transmitted to the POS system.
IMPORTANT! Be sure to touch the SAVE button to save your changes. Using any other button to exit from the settings screen will discard all changes.
The PayFacto Gift application can run independently of the payment application running on your terminal or POS. If you are using PayFacto Gift as a standalone application, there are application and terminal settings you may want to configure to meet your business requirements.
These settings include:
For bookkeeping purposes, invoices are numbered. The numbering can be done manually or automatically. By default, the terminal numbers the invoices automatically, in sequence. If you disable automatic invoice numbering, the terminal prompts the operator to manually input an invoice number (maximum of 12 numeric characters); you cannot process a redemption transaction without an invoice number.
Enter the Admin password and touch OK.
In the General section, toggle Automatic Invoice Number to On (to the right) to enable automatic invoice numbering or toggle to Off (to the left) to enter the invoice number manually for every redemption transaction.
The DataCandy Settings section of the Settings page are generally configured prior to delivery or as part of the application’s setup process. They should not require modification. If your terminal is having problems communicating with the DataCandy server, you may need to adjust one or more of the fields contained in this section. Refer to the DataCandy email for the values.
NOTE: You should not change any of these fields unless instructed to do so by PayFacto or DataCandy support.
The available fields include:
Production URL: Touch this toggle switch to On (to the right) to enable the terminal to communicate with the DataCandy server. When toggled to Off (to the left), the terminal cannot communicate with the DataCandy server.
URL: The address of the DataCandy server.
WSN: The WorkStation Number; a unique value for each terminal.
Merchant ID: The information in this field should correspond to the Merchant ID sent to you by DataCandy. If the Merchant ID value does not match the one from in the DataCandy email, make the necessary corrections.
Merchant password: The information in this field should correspond to the Merchant password sent to you by DataCandy. If the Merchant password value does not match the one from in the DataCandy email, make the necessary corrections.
Version: This is a static value that should not be changed; it should always be 2010-01-06.
Access key: The information in this field should correspond to the Access key sent to you by DataCandy. If the Access key value does not match the one from in the DataCandy email, make the necessary corrections.
App Version: This field displays the current version of the Gift PayFacto powered by DataCandy app installed on the terminal; the field is read-only and cannot be modified.
IMPORTANT: Changing these fields to any value other than those provided by DataCandy or PayFacto will prevent your terminal from processing gift cards.
Enter the Admin password and touch OK.
Scroll to the DataCandy Settings section.
Confirm that the Production URL toggle switch is set to On (to the right).
Confirm that the URL field is set to https://secure.datacandy.com/.
If the value is different, touch the field, enter the correct value, and touch OK.
Confirm that the Merhcant ID field corresponds to the Merchant ID from the DataCandy email.
If the value is different, touch the field, enter the correct value, and touch OK.
Confirm that the Merchant password field corresponds to the Merchant password from the DataCandy email.
If the value is different, touch the field, enter the correct value, and touch OK.
Confirm that the Access key field corresponds to the Access key from the DataCandy email.
If the value is different, touch the field, enter the correct value, and touch OK.
Touch the Action button on the main screen.
Touch Settings.
,Touch the Back icon to return to the main screen.
Touch the Action button on the main screen.
Touch Settings.
Touch the Back icon to return to the main screen.
Gift cards are an easy method for restaurants to encourage guests to return. If your business employs wait staff that access the payment terminal, you can require each server to identify themselves and enter a password before completing a transaction; this ensures that no unauthorized individuals can use the terminal. The Gift PayFacto application refers to terminal operators as waiters. Operator management procedures include:
By default, any number of servers can operate the terminal, but you can require individual servers to identify themselves. When enabled, the terminal requires that individual servers enter their identification number and password prior to completing a transaction.
IMPORTANT: When you enable the use of waiters, you must add at least one waiter before you can process a transaction.
Enter the Admin password and touch OK.
In the General section, touch the Enable waiters toggle button to enable (to the right) the identification of terminal operators.
When you enable the use of waiters, you need to add at least one waiter to the terminal. If you enable waiters on the terminal, but don’t configure at least one waiter, the terminal will not allow you to process a transaction.
NOTE: If your business uses more than one payment terminal for gift cards, make sure to:
* Activate the Enable waiters function on each terminal separately.
* Configure the waiter identification credentials (numbers and passwords) on each terminal separately.
Enter the Admin password and touch OK.
In the General section, touch the Waiters Management.
Tap the Add New Waiter button.
Enter the waiter’s unique identification number in the Waiter field; numbers can range from 1 to 999.
Touch the Password field and enter the waiter’s password.
NOTE: Passwords are numeric (numbers only) and between 4 and 6 characters in length.
Touch the Repeat password field and re-enter the password to confirm.
Touch OK. The new clerk ID appears in a list.
Repeat steps 5 to 9 for each additional waiter you want to create.
TIP: If a waiter forgets their password, you can use the Administrator password as a workaround.
It is simple to change a waiter’s password. You may need to change a password if an employee is assigned another employee’s number, or you may want to change passwords on a recurring basis for terminal security.
NOTE: If your business uses more than one payment terminal for gift cards, make sure to change the waiter password on each terminal.
Enter the Admin password and touch OK.
In the General section, touch the Waiters Management.
Enter the waiter’s current password in the Enter Old password field.
Touch the Password field and enter a new password that is 4 to 6 characters in length.
Touch the Repeat password field and re-enter the new password to confirm.
Touch OK.
You may want to remove the requirement for waiters to identify themselves. There are 3 ways to remove waiters from the terminal:
IMPORTANT: If your business uses more than one terminal, you must disable or delete the waiter(s) from all terminals.
If you choose to disable waiter identification, any waiters you have previously configured (including their passwords) will remain stored on the terminal but the terminal operators will not need to identify themselves before processing a gift card transaction.
Enter the Admin password and touch OK.
In the General section, touch the Enable waiters toggle button to disable (to the left) the identification of terminal operators.
Deleting a single waiter only removes that clerk and the associated password from the terminal. All other waiters configured on the terminal remain operational.
Enter the Admin password and touch OK.
In the General section, touch the Waiters Management.
Touch OK to confirm you want to delete the waiter.
Repeat steps 5 and 6 for each individual waiter you want to remove.
If required, you can delete all existing waiters on the terminal at one time.
IMPORTANT: If you delete all waiters from the terminal, you must either disable waiter identification or add at least one new waiter before you can process any gift card transactions. Refer to the Disable Waiter Identification or Add a Waiter procedure for the appropriate information.
Enter the Admin password and touch OK.
In the General section, touch the Waiters Management.
Tap the Delete All Waiter button.
Touch OK to confirm you want to delete all the waiters from the terminal.
Touch the Action button on the main screen.
Touch Settings.
Touch the Back icon to return to the main screen.
Touch the Action button on the main screen.
Touch Settings.
Touch the Back icon to return to the main screen.
Touch the Action button on the main screen.
Touch Settings.
Locate the waiter whose password you want to change and touch the Edit (pencil) icon.
Touch the Back icon to return to the main screen.
Touch the Action button on the main screen.
Touch Settings.
Touch the Back icon to return to the main screen.
Touch the Action button on the main screen.
Touch Settings.
Locate the waiter whose password you want to change and touch the Delete (trash can) icon.
Touch the Back icon to return to the main screen.
Touch the Action button on the main screen.
Touch Settings.
Touch the Back icon to return to the main screen.
You can add your business information at the top of every printed receipt. Your business and contact information can contain up to 4 lines with 44 characters (including spaces) per line.
TIP: You should prepare your header information on a piece of paper in advance, to ensure that you have the correct number of characters per line.
Enter the Admin password and touch OK.
In the General section, touch the Printer Options.
Scroll down to the Merchant header section, toggle Merchant header Printing to On (to the right).
Touch Merchant name and enter the text for the merchant name in the text field that appears and touch OK.
Touch Merchant street address and enter the text for the street address for your business in the text field that appears and touch OK.
Touch Merchant city province and enter the text for the city and province for your business in the text field that appears and touch OK.
Touch Extra receipt and enter any additional information (for example, the phone number) in the text field that appears and touch OK.
NOTE: The header information appears on all printed receipts, the merchant copy as well as the customer copy.
Touch the Action button on the main screen.
Touch Settings.
Touch the Back icon to return to the main screen.
You can easily remove your existing header or footer to enter a new one, or to leave the receipts blank.
Enter the Admin password and touch OK.
In the General section, touch the Printer Options.
Scroll down to the Merchant header section.
Touch Merchant header Value Reset.
Enter the Admin password and touch OK.
In the General section, touch the Printer Options.
Scroll down to the Footer section.
Touch Footer Value Reset.
Touch the Action button on the main screen.
Touch Settings.
The Merchant name, Merchant street address, Merchant city province, and Extra receipt fields are cleared.
Touch the Back icon to return to the main screen.
Touch the Action button on the main screen.
Touch Settings.
The Footer Line 1, Footer Line 2, Footer Line 3, and Footer Line 4 are cleared.
Touch the Back icon to return to the main screen.
While attempting to install STPISecure, an error message is displayed:
STPISecure requires Java version 1.8 or newer.
Please install this separately and then re-run the installer.
Solution:
Download and install Java from the Oracle website:
Once Java is installed on your system, retry installing STPISecure.
Being specifically designed for fine dining and delivery transactions, tip management is an integral part of SecureTable. This section focuses on the various options available in SecureTable to facilitate tip management. Tip options are found in SecureTable's advanced settings. Here is a summary of available tip options:
Tip
Enable this option to have the SecureTable application prompt for tip entry. Disable this option to prevent tip entry. Disabling this option will also hide all the tip-related options below.
Tip Preset (Select percentages)
Configure preset tip percentages that the customer will see when prompted for tip. Up to 3 presets can be configured. If you do not wish to use all of them, presets that are set to 0% will not be displayed to the customer.
Tip Preset Text Size
Select the text size used to display preset tip percentages. Available choices are Normal, Medium and 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.
Tip on Tax
Enable this option to calculate the tip percentage from the total check amount, including taxes. If this option is disabled, the tip amount will be calculated on the sub-total instead, which does not include taxes.
NOTE: For the Tip on Tax feature to have an effect, the POS system needs to send both the sub-total and check total as separate values to the STPIClient. If the POS system only sends the check total without the sub-total, this setting will have no effect. The percentage will be calculated on the check total sent by the POS, regardless of the status of this option.
Enable Confirmation
Enable this option to present a dedicated tip confirmation screen for the customer. If this option is disabled, the tip confirmation screen will be skipped when selecting a tip preset or the NO TIP option. If using custom $ or custom % with this option disabled, the tip amount, percentages and resulting totals will be updated in real-time as the customer types the numbers in, but no additional confirmation screen will be presented before the actual payment.
Tip presets are used to simplify and speed up the tipping process by allowing customers to select between pre-calculated 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.
Normal
Large
The Tip Threshold is a control measure to prevent accidental over-tipping. If the tip amount exceeds the set threshold, SecureTable will request the administrator password before applying the tip.
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.
Tip amount is higher than 30% threshold Manager code is requested after touching the CONFIRM button
The tip confirmation screen is an extra step which allows the customer to review the details of the payment in a clear, minimalist display, without any other distractions on the terminal screen.
With the tip confirmation option enabled, the customer is presented with the detailed calculation of the tip. This screen also allows the customer to quickly back track and make corrections using the Back ( ) button.
Add tip Confirmation screen
Payment
If tip confirmation is disabled, the confirmation screen is skipped and the terminal proceeds directly to the payment. If the customer notices a mistake once the payment process is started, the transaction needs to be canceled at the payment application which will bring the customer back to the tip calculation screen.
Add tip Payment
For more details and to quickly see the difference between various configurations, consult the workflows below:
Using custom tip amount with tip confirmation enabled
This workflow shows the screens that the customer will go through while applying a tip using a custom amount and with tip confirmation enabled.
Select custom $ Enter amount
Confirm Confirmation screen
Payment
For more details and to quickly see the difference between various configurations, consult the workflows below:
Using custom tip amount with tip confirmation enabled
This workflow shows the screens that the customer will go through while applying a tip using a custom amount and with tip confirmation enabled.
Select custom $ Enter amount
Confirm Confirmation screen
Payment
Using custom tip percentage with tip confirmation enabled
This workflow shows the screens that the customer will go through while applying a tip using a custom percentage and with tip confirmation enabled.
Select custom % Enter percentage
Confirm Confirmation screen
Payment
Using custom tip amount with tip confirmation disabled
This workflow shows the screens that the customer will go through while applying a tip using a custom tip amount and with tip confirmation disabled.
Select custom $ Enter amount
Confirm Payment
Using custom tip percentage with tip confirmation disabled
This workflow shows the screens that the customer will go through while applying a tip using a custom tip percentage and with tip confirmation disabled.
Select custom % Enter percentage
Confirm Payment
Comparison: Custom Tip Amount with confirmation enabled/disabled
The screenshots below illustrate the differences in the custom tip amount screen when tip confirmation is enabled or disabled. Notice how the screen with confirmation disabled shows more information. This is to compensate for the absence of the dedicated confirmation screen.
Confirmation Enabled Confirmation Disabled
Comparison: Custom Tip Percentage with confirmation enabled/disabled
The screenshots below illustrate the differences in the custom tip percentage screen when tip confirmation is enabled or disabled. Notice how the screen with confirmation disabled shows more information. This is to compensate for the absence of the dedicated confirmation screen.
Confirmation Enabled Confirmation Disabled
Medium
The Gift PayFacto application 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 2 types of user passwords:
Administrator (Admin)
Operator
For more information on specific password procedures, click any of the following links:
Understanding Passwords
Incorrect Password Entries
Forgotten Passwords
Change an Operator's Password
Change the Administrator Password
Password Protection for Transactions
Require Password for Manual Gift Card Entry
If you enter a password incorrectly, the terminal displays an Access refused error message. The Password field re-appears, prompting you for the required password with a number in parenthesis, which represents the number of tries remaining before the terminal locks out the user profile. An operator has 5 attempts to enter the password correctly; the counter resets after the password is entered correctly. If you incorrectly enter a password 5 times, the terminal locks and requires that you contact Technical Support to obtain a Superuser password.
The Gift PayFacto application uses an Administrator password to prevent unauthorized access to certain functions. As a fraud prevention method, you can also require the Administrator password when a transaction requires the manual entry of the gift card number rather than swiping the card.
Additionally, if you activate the Enable waiters function, each waiter will need to enter their unique password before they can perform a transaction. Refer to the Operator Management section for more information about the Enable waiters function.
If you have forgotten the Administrator password, the reset procedure requires that you contact Technical Support to obtain a Superuser password. To obtain support 24/7, contact PayFacto at 1-888-800-6622