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. 

Required Permissions

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 

1.  

   1. This card reader works over local WiFi.

   2. Users will need to power on and then connect to their WiFi network.

       

• iPP320

1.  

   1. This card reader works via an Ethernet connection. 

   2. Users will need to power on the device and connect to Ethernet.

       

• Lane/3000

1.  

   1. This card reader works via an Ethernet connection. 

   2. Users will need to power on the device and connect to Ethernet.

       

• Link/2500

1.  

   1. This card reader works over local WiFi. 

   2. Users will need to power on and then connect to their WiFi network.

   3. To connect this reader to WiFi:

      1. On the PIN pad, type 2634 and then press the F key.

      2. Click Tetra Admin.

      3. Click 3-Configure Wi-Fi.

      4. Click 2-Scan Networks.

      5. Select the wireless network and enter the password.

      6. Upon confirmation, press the green button on the PIN pad.
         Please Note: The WiFi status should now show in green. If the status indicator is white, delete the network connection from 3-My Networks and try again. 

      7. Click the Red X until returned to the Home Screen. 

Manual Entry For All Devices

1. Navigate to the POS settlement screen and process the sale as normal.

2. When prompted by the device to insert your card, select F1 on your terminal to Enter Card for manual entry.

3. Follow the instructions on the terminal. First, enter your customer's credit card number and press the green enter button.

4. Next, enter the expiry date, and press the green enter button.

5. When the payment amount appears on the screen: Either select F3 to confirm or F4 to cancel the payment.

6. 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.

7. 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. 

Name the Payment Type, select what Payment it is from the Type dropdown menu (for Card Present Transactions this will be Credit Card or PIN verified Debit Cards), select the corresponding Token that you created previously, and then select which Devices and Areas you wish the Payment Type to show on.

Also, include the display name, and the location. 

Open

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). 

Users will log in to the POS and select System tools from the Flyout Menu on the top left of the Main Ticket Screen.

Open

Then a CE Payments Device selection screen will populate. For POS Devices that will only be using a single reader, use the Lookup feature to find the corresponding Reader for the Device. 

Once the device is selected, click Close and this will save your settings. 

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). 

Please Note: It is extremely important for the club’s Local IT to physically label the readers so users can easily distinguish between readers when prompted.

Users will log in to the POS and select System tools from the Flyout Menu on the top left of the Main Ticket Screen.

A CE Payments Device selection screen will populate. For POS Devices that will work as a Roaming Tablet, select Prompt for CE Payments Device. 

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.

 Select the applicable POS Device. (Eg. Pinn Bar iPad).

Enter 100 as the Pin Code and select Continue.

Choose Select Table.

Choose any random table. 

Choose Guest Member to start a guest ticket.

 Add any random item the ticket.

Settle the Ticket

In the POS ordering screen, select Pay.

Select the Credit Card Settlement Type.

Choose the full amount of the Ticket.

Select Done.

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.

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.

After the card is processed the ticket is sent back to the main Open Tickets Tab highlighted in yellow.

Select the ticket in yellow and the Gratuity Prompt will populate.

Enter the additional Gratuity amount and select OK.

To print a receipt showing the added tip, select Print receipt on close.

If there is no tip to add, simply select OK to specify a $0 tip.

The ticket can also be reopened from this screen if necessary.

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.

If the user wants to capture the Credit Card before the sale, it must be done before any items have been entered.

Select More, Charge Tab, and then Insert the card. 

Note: 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.

Proceed to enter the order as normal. When finished, select Pay.

Select the Tab Button. The Credit Card information is stored on the ticket so you do not need to insert the card again.

Choose the full amount of the Ticket.

Click Done.

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.

Navigate to the Closed Tickets tab.

Select the ticket and choose Delete.  This will communicate back to CE Payments and Refund the Ticket.

Refunding a Debit Card Transaction

If a member or guest is returning a item/items and do not wish to have credit issued to their AR accounts, a refund to their debit card is possible.

Deleting a Debit Card transaction is not possible, the user will receive the following error:

The user will need to create a new ticket and add a negative qty to the ticket of the item/items that need to be refunded. When settling the ticket, choose the Debit Payment method and have the member/guest swipe their card.

Alternatively you may issue a check refund to the member by following the steps on the Refund Check to Member guide.

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.

Navigate to the Closed Tickets tab.

Select the ticket and Choose Re-Open.

Navigate back to the main POS screen, select the reopened ticket, and make the necessary corrections. When finished, select Pay.

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.

Best Practices

FAQs

• Q: What if I need to add an amount to a ticket that has already been closed and credit card processed?

• A: Generate a new ticket to add the item and charge the Member.  A ticket may be reopened only to decrease the amount or void an item.