Date: Thu, 28 Mar 2024 17:57:49 +0000 (UTC) Message-ID: <770858607.33.1711648669168@e93586a83196> Subject: Exported From Confluence MIME-Version: 1.0 Content-Type: multipart/related; boundary="----=_Part_32_1578449393.1711648669167" ------=_Part_32_1578449393.1711648669167 Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Content-Location: file:///C:/exported.html
Versions 5.4 and under: When a credit card ticket is deleted through App=
rove Charge Batches in CMA, it does
not reverse the credit card payment through Pay Pros. You will need to log =
into the Pay Pros website to edit the
transaction on their side. Therefore it is best to delete a credit card tic=
ket in POS so that the ticket is deleted
from the POS batch and the funds are reversed in Pay Pros. Delete Credit Ca=
rd Ticket in POS
Version 5.5 you can no longer delete Credit Card Tickets in Approve Char=
ge Batches. This change was made because credit
card and ACH payments deleted through Approve Payment Batches did not rever=
se through PPI. You must now follow the
Delete Credit Card Ticket procedures.
Deleting tickets after a Credit Card has been swiped (e=
ither at opening or closing of the ticket) you must follow
the proper delete procedures. Do not reopen the ticket and=
try to delete the items and the ticket; this will put
the ticket in an Invalid state. If you get an error messag=
e the Ticket is Invalid Clubessential support will need to fix
the ticket and the accountant will have to contact Pay Pros to delete the c=
redit card charge.
It is important to close all credit card tickets before the end of day. =
Once the Credit Cards have been processed
by Pay Pros you cannot add tips or make changes to the ticket through POS. =
You will need to log into the Pay
Pros websites to edit the transaction and go through member charges to corr=
ect the member account.
If allowing additional gratuity; accounting will not be able to =
post the batch if the 2nd
step was not complete. If the club is setup to allow additional gratui=
ty there will be a second step to finalize the credit card process. It is
important to remember that ALL credit card tickets must co=
mplete the second step even if they do not have an
additional gratuity to add to the ticket. Closing Ticket to Credit Card
Pay Pros contact information http://www.paypros.com/contact= or Pay Prose Support 800-774-6462 Ext. 2
Credit Card batch close out procedures are communicated by Pay Pros to t=
he club; if you do not know what
time they process the daily credit cards please contact Pay Pros
Pay Pros should have given the club a Login User & Password and trai=
ned someone at the club how to view &
edit transactions from the Pay Pros website; if you do not know your user a=
nd password please contact Pay Pros
1. In POS ordering screen > select Close =
Ticket > select Credit Card settlement > sw=
ipe the card > Done when
finished (go to step 2 only if you are se=
tup to allow additional gratuity)
2nd Step is the final step to fully=
process the credit card; this step is required for all credit card tickets=
even if you do
not have an additional gratuity to add
In the Open Ticket Display Tab the = credit card ticket will be displayed in Yellow
2. Select the ticket in yellow > at the lower lef=
t hand corner of the screen put a check on Print settle ticket on=
strong> Notes: The most important thing to remember is that to delete a credit card tic=
ket it must be completely closed first (both
close if you =
wish to have a receipt showing the added tip > enter the Gratuit=
y amount (you can enter a
percentage or manually key in the amount)=
> OK to complete the transaction. If there is no tip t=
o add just select
OK to specify a $0 tip.<=
/p>
<=
/li>
Delete Credit Card Tickets
settled and 2nd step) before it can be deleted through System Tools=
in POS. This is the only way the deleted
1. Follow the steps Closing Ticket to Credit= Card >
2. Go to System Tools > =
Closed Tickets Tab > Highlight Ticket and select Delete=
Ticket > Are you sure you want to
deleted ticket # > Yes > Exit back to main POS screen
If you need to reopen a credit card ticket to make corrections, remember=
you cannot use the credit card
settlement button again. To reclose a Credit Card ticket you must close to =
the Tab Settlement Type; this will
send the adjustment amount to Pay Pros with the difference between the firs=
t close and the second close. It is
also important to remember that you can only reopen a tick=
et on the same day as the transaction.
1. Go to System Tools > Closed Tickets > Highl=
ight the ticket > select Re-Open Ticket > you will be warned that
2. In the POS order screen make the necessary ticket=
corrections; when done > 3. Select Closed Tickets > selec=
t Tab Button (located on the key pad under the Tax Exempt =
button). The Credit Notes: You will only see the Tab button when the card informat=
ion is on file for the Credit Card, meaning the card Basic rule of thumb: if the Tab button is displayed then you have to use=
Tab settlement and not Credit Card Charge Tab is used to store the credit card on the tick=
et at the time the ticket is open as opposed to swiping the 1. Select Charge Tab > swipe the=
Credit Card > proceed with order as normal, when ready=
to close the ticket > 2. Select Closed Tickets > selec=
t Tab Button (located on the key pad under the Tax Exempt =
button). The Credit Notes: It is important to remember when using the Charge Tab t=
he settlement cannot be changed once the card has Activate the Tab Settlement Button; this must be done f=
or EVERY Area that allows credit cards at POS 1. Top Tool Bar in CMA go to System > Areas > =
click on the Area > go to the POS Options Tab > Tab Payment click If you are unable to post the batch because the second step was =
not completed: 1. You will need to know the server who left the tic=
ket open and their Employee Swipe Id. If you do not know the
2. Using the Employee Swipe Id sign into POS 3. The ticket will be listed in yellow; click on the=
ticket and put a check mark on Do Not Process > OK > Once the Notes: Pay Pros usually processes the daily credit cards by 5am in the morning;=
if you are posting batches for credit If the ticket did have additional tip that should have been processed yo=
u will need to contact Pay Pros to edit Pay Pros should have given the club a Login User & Password and trai=
ned someone at the club how to view &
Payments mad=
e on this ticket will be erased > select Yes=
p>
Card information is stored on the ticket =
so you do not need the credit card to reclose the ticket.
has already been swiped
settlement. If the Tab button is not displayed use the Credit Card settleme=
nt to swipe the card (there is no
credit card information on file for the ticket).Using the Charge Tab
card at the end when closing. Mainly used by clubs who allow non-member vis=
its; this allows them to capture the
credit card information before the sale
Card information is stored on the ticket =
so you do not need to swipe the card again
been swiped. If the guest decides to pay with a different method a new tick=
et will need to be open. The ticket
that has been swiped with the credit card will need to be deleted following=
the steps to Delete Credit Card
Ticket.Activate Tab Settlement
the down arrow > select Credit Card &g=
t; Save & Close. Repeat steps for all areas that allow Credit Card
settlement.Unable to Post Batch
Server ID go to Employees > double cli=
ck on the employee > System > Card Swipe Id
ticket no longer displays on the Open Tic=
ket tab you can post the batch
card transactions after this time then you must put a check mark on=
Do No Process. The only thing that will not
be processed is the additional tip; the sales were already processed.
the credit card transaction or=E2=80=A6
edit transactions on the Pay Pros website; if you do not know your login in=
formation contact Pay Pros at
http://www.paypros.com/contact or Pay Prose Support 800-774-6462 Ext. 2