Accessing the Tool

Closing Ticket to Credit Card

1. In POS ordering screen > select Close Ticket > select Credit Card settlement > swipe the card > Done

1. when finished (go to step 2 only if you are setup to allow additional gratuity)

1. .

2. 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

1. not have an additional gratuity to

1. add In the Open Ticket Display Tab the credit card ticket will be displayed in Yellow

1. Select the ticket in yellow > at the lower left hand corner of the screen put a check on Print settle ticket on

1. close if you wish to have a receipt showing the added tip > enter the Gratuity amount (you can enter a

1. percentage or manually key in the amount) > OK to complete the transaction. If there is no tip to add just select

1. OK to specify a $0 tip.

Notes:

• There should be no tickets listed in the Open Ticket tab (Yellow or not) before printing EOS report.

• If the 2nd step was not complete and accounting is unable to post the daily batch click here for instructions to fix.

Delete Credit Card Tickets

The most important thing to remember is that to delete a credit card ticket it 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 Pay Pros

1. Follow the steps for 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

2. deleted ticket # > Yes > Exit back to main POS screen.

Reopen a Credit Card Ticket

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 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.

1. Go to System Tools > Closed Tickets > Highlight the ticket > select Re-Open Ticket > you will be warned that all

1. Payments made on this ticket will be erased > select Yes

1. .

2. In the POS order screen make the necessary ticket corrections; when done > 

3. Select Closed Tickets > select Tab Button (located on the key pad under the Tax Exempt button). The Credit

3. Card information is stored on the ticket so you do not need the credit card to reclose the ticket.

Notes:

• You will only see the Tab button when the card information is on file for the Credit Card, meaning the card

• has already been swiped.

• If you do not see a Tab button after reopening a Credit Card ticket go to Activate the Tab Settlement.

• Basic rule of thumb: if the Tab button is displayed then you have to use 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).

Using the Charge Tab

Charge Tab is used to store the credit card on the ticket at the time the ticket is open as opposed to swiping 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.

1. Select Charge Tab > swipe the Credit Card > proceed with order as normal, when ready to close the ticket >

2. Select Closed Tickets > select Tab Button (located on the key pad under the Tax Exempt button). The

2. Credit Card information is stored on the ticket so you do not need to swipe the card again.

Notes: 

• 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 Credit Card

• Ticket.

Activate Tab Settlement

Activate the Tab Settlement Button; this must be done for 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

1. the down arrow > select Credit Card > Save & Close. Repeat steps for all areas that allow Credit Card

1. settlement.

Unable to Post Batch

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 ticket open and their Employee Swipe Id. If you do not know the

1. Server ID go to Employees > double click on the employee > System > Card Swipe Id

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

3. ticket no longer displays on the Open Ticket tab you can post the batch.

Notes:

• Pay Pros usually processes the daily credit cards by 5am in the morning; if you are posting batches for credit

• 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.

• If the ticket did have additional tip that should have been processed you will need to contact Pay Pros to edit

• the credit card transaction or…

• Pay Pros should have given the club a Login User & Password and trained someone at the club how to view &

• edit transactions on the Pay Pros website; if you do not know your login information contact Pay Pros at
  http://www.paypros.com/contact or Pay Prose Support 800-774-6462 Ext. 2