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In this guide, we will discuss the proper rules and procedures to follow when settling a ticket to Credit Card and ETS Openedge is the Credit Card Processor. Use Case(s) When the Server came back to return the Member’s Credit Card to them after settling the ticket, the Member indicated they were so sorry, but had meant to use a different card, and wanted to know if it was possible to change the card that was already swiped. The Server made the change. Also, at a nearby table, a server inadvertently dumped an entire tray of food on a Member that had just paid via credit card and was leaving. The Manager refunded the Member their entire order. At the close of the shift, all Servers reviewed their ticket screens to ensure all tickets had been closed out, and all gratuities were added and/or finalized. |
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Getting Started: Important Rules to Remember
Once a card has been swiped, ETS does not allow the user to add items or increase the ticket total. However, a ticket can be reopened to void items or decrease the amount but not to increase the amount. This includes tips; if the server forgot to add the tip there is no way within the POS to add it.To delete tickets after a Credit Card has been swiped (either at opening or closing of the ticket), the user 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 the Invalid Ticket message is received, please contact Clubessential Office Support. They will need to fix the ticket and the club accountant will have to contact ETS Openedge to delete the Credit Card charge.
It is important to close all Credit Card tickets before the end of day. Once the Credit Cards have been processed, users cannot add tips or make changes to the ticket through POS. The user will need to log into the ETS website Openedge websites to edit the transaction and go through member charges to correct the member account.
If the club is set up setup to allow additional gratuity, there will be a 2nd step to finalize the Credit Card process. It is important to remember that ALL Credit Card tickets must complete the 2nd step even if they do not have any additional gratuity to add to the ticket. Accounting will not be able to post the batch if the 2nd step of closing a ticket to Credit Card was not completed. Please refer to the Closing Ticket to Credit Card section of this manual for more information.
Credit Card batch close out procedures are communicated by ETS Openedge to the club; if the club does not know what time daily credit cards are processed , please contact ETSOpenedge.
- ETS
Openedge should have given the club a Login (Username & Password) and trained someone at the club to view & edit transactions from the
ETSOpenedge website. If the club does not know their Username and Password, they will need to contact
ETSOpenedge.
POS Common Tasks
Closing Ticket to Credit Card
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4) Swipe the Card or, select Continue to enter the card manually.
Additional Gratuity Prompt
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- There should be no tickets listed in the main Tickets tab (Yellow or not) before printing End of Shift report.
- If the 2nd step was not complete and accounting is unable to post the daily batch click here for instructions to fix.
Delete/Refund Credit Card Tickets
The most important thing to remember when attempting to delete a Credit Card ticket is that the ticket must be completely closed first (both settled and 2nd step) before it can be deleted through System Tools in POS. This is the only way the deleted transaction will communicate back to the ETSOpenedge.
Note: Credit Card tickets that are deleted within 24 hours will be automatically refunded. If Credit Card tickets are deleted after 24 hours, they will need to be refunded through ETSOpenedge.
1) Select System Tools on the bottom left corner of the main POS screen.
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If a user needs to reopen a credit card ticket to make corrections, remember the user 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 ETS Openedge with the difference between the first close and the second close. It is also important to remember that you can only reopen a ticket on the same day as the transaction.
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- The Tab button will only be visible when the card information is on file for the Credit Card, meaning the card has already been swiped.
- If the Tab button is not visible after reopening a Credit Card ticket, the Tab settlement will need to be activated for the Area the ticket was completed. Please refer to the Activate the Tab Settlement section of this document.
- Basic rule of thumb: if the Tab button is displayed then use the Tab settlement and not Credit Card settlement. If the Tab button is not displayed use the Credit Card settlement to swipe the card (there is no credit card information on file for the ticket).
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1) Select Charge Tab, Swipe the Card or select Continue to manually enter the card information.
2) Proceed to enter the order as normal. When finished, select Close Ticket.
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- If you have not swiped the card, the Tab button will not appear.
- If the client decides to use a different card, please refer to the Change the Credit Card After the Swipe section of this document (Next section).
Change the Credit Card after the Swipe
If a client decides to use a different card after a card has already been swiped, please follow the below instructions to remove the first Credit Card and swipe a new one.
1) Navigate to the Close Ticket screen and select the Credit Card Settlement Type (Do not select the Tab button).
2) The system will prompt with the below warning. Click Yes to change the Credit Card. Select OK (or Print and Done) and swipe the new card.
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- It is important to remember when using the Charge Tab the settlement cannot be changed once the card has been swiped. If the guest decides to pay with a different method a new ticket 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 a Credit Card Ticket.
Common Troubleshooting Tasks
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3) On the Area Information section, navigate to the Tab Payment option and select the correct ETS KeyCredit Card.
4) Lastly, be sure to select Save & Close.
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7) Select Do Not Process and click OK. This will complete the transaction and the batch can be posted.
Notes:
- ETS Openedge usually processes the daily credit cards by 5am in the morning; if the user is posting batches for credit card transactions after this time then Do No Not Process must be select on the Gratuity prompt. The only thing that will not be processed is the additional tip; the sales were already processed.
- If the ticket did have additional tip that should have been processed, the user will need to contact ETS Openedge to edit the credit card transaction or…
- ETS Openedge should have given the club a Login User & Password and trained someone at the club how to view & edit transactions on the ETS Openedge website; if login credentials are not known, please contact ETSOpenedge.
Best Practices
Ensure all gratuities are added, and all tickets are closed out from the Open Tickets Screen before printing an End of Shift Report.
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A: Enable the Tab payment feature in Office CMA by going to System, Areas. Select the area that needs the Tab feature activated. Then, navigate to the Area Information section, Tab Payment option and select the correct ETS KeyCredit Card button. Save settings. Exit and re-open the POS to view update.
Downloadable Guide
ETS Openedge Credit Card Transactions - Guide
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