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Overview
The following guide reviews how Users can set up their Mobile POS system to be able to charge Tickets in Mobile POS when the Member has a physical Credit Card present. This guide has been broken down to include instructions for both a Stationary Device and a Roaming Tablet. Use Case(s)
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Content
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Device Activation
Users will need to activate their Physical Credit Card Readers before getting connected to the CE Payments System. CE Payments Card Present transactions currently work with the following devices:
iSMP4
- This card reader works over local WiFi.
Users will need to power on and then connect to their WiFi network.
Info Click this link for further assistance with the setup of this device. Manual Entry
- Navigate to the POS settlement screen and process the sale as normal.
- When prompted by the device to insert your card, select F1 on your terminal to Enter Card for manual entry.
- Follow the instructions on the terminal. First, enter your customer's credit card number and press the green enter button.
- Next, enter the expiry date, and press the green enter button.
- When the payment amount appears on the screen: Either select F3 to confirm or F4 to cancel the payment.
- Your customer will then have to provide you with the zip code that is associated with the credit card account. Enter this into the terminal and press the green enter button.
- The terminal will then return to the idle screen once the payment is successful.
iPP320
- This card reader works via an Ethernet connection.
Users will need to power on the device and connect to Ethernet.
Info This device is plug and play. Manual Entry
- Navigate to the POS settlement screen and process the sale as normal.
- When prompted by the device to insert your card, select F1 on your terminal to Enter Card for manual entry.
- Follow the instructions on the terminal. First, enter your customer's credit card number and press the green enter button.
- Next, enter the expiry date, and press the green enter button.
- When the payment amount appears on the screen: Either select F3 to confirm or F4 to cancel the payment.
Your customer will then have to provide you with the zip code that is associated with the credit card account. Enter this into the terminal and press the green enter button.
The terminal will then return to the idle screen once the payment is successful.
All devices will display an Activation Code (6 or 7 letters and numbers) when setup correctly. After the Activation Code is received, then the configuration can begin for CE Payments with the Clubessential Configuration Team.
Charge Settlement Type
Access System → Charge Settlement Types and then select New. This process is just like creating a Settlement Type for any other processor.
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Also, include the display name, and the location.
Setting Up a Card Reader in Mobile POS
Stationary Device
After the Credit Card Readers are configured with CE Payments, POS Devices that will work as a Stationary Device and not roam throughout the Club will need to be configured to work with one specific reader (Often the iPP320 Reader).
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Please Note: Once a reader is selected, this will be the only reader that can be used on the device in which you just set up.
Roaming Tablet
After Readers are configured with CE Payments, POS Devices that will work as a Roaming Tablet throughout the Club will need to be configured to prompt the user to select the Credit Card Reader closest to their proximity (Often an iSMP4 Reader).
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When enabled, this setting will prompt the user to select a credit card reader when settling a ticket.
Test Credit Card Transaction
The next step is to test a Credit Card Transaction.
Build the Ticket
Select the Mobile POS Application to launch the Mobile POS.
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Add any random item the ticket.
Settle the Ticket
In the POS ordering screen, select Pay.
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If this is a Stationary Device configured to work with only one reader, you will move straight to inserting the Card. If this is a Roaming Tablet, select the Reader that is closest to you and then insert the card.
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Insert the Card.
Additional Gratuity Prompt
This is the 2nd step to processing a Credit Card Transaction and where the user enters any additional gratuity. Remember, ALL Credit Card tickets must complete this step even if they do not have any additional gratuity to add to the ticket.
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Notes: There should be no tickets listed in the main Tickets tab (Yellow or not) before printing End of Shift report.
Starting a Tab
Charge Tab is used to store the Credit Card on the ticket at the time the ticket is open as opposed to using the card at the end when closing. Mainly used by clubs who allow non-member visits; this allows them to capture the Credit Card information before the sale.
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Please Note: If you have not inserted the card the Tab button will not appear.
Delete/Refund Credit Card Tickets
The most important thing to remember when attempting to refund a Credit Card ticket is that the ticket must be completely closed first (both settled and 2nd step) before it can be refunded through the POS. This is the only way the deleted transaction will communicate back to the CE Payments.
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Select the ticket and choose Delete. This will communicate back to CE Payments and Refund the Ticket.
Reopen a Credit Card Ticket
If a user needs to reopen a credit card ticket to make corrections, remember the user cannot use the Credit Card Settlement Button again.
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On the settlement screen, you will see the Credit Card Settlement Type Automatically selected. The Credit Card information is stored on the ticket so the user does not need the Credit Card to reclose the ticket. Click Done to reclose the ticket.
Contactless Payments
All CE Payments Card Present Devices are configured for Contactless Payments out of the box. Once the prompt appears on the device to Insert/Swipe the card, hold the Contactless Payment form within a few inches of the device to complete payment.
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