Credit Card Payments on Poynt

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Table of Contents

Requirements

Instructions

 

Overview

  • Processing credit card payments is different for Poynt than for the other devices.
  • You will need to set up Poynt as payment processor in Back Office. 

 

Requirements

  • Poynt must be set up as your payment processor in Back Office.
  • Must have installed the Credit/Debit POS Integration app in the Back Office App Directory.

  • Credit card payments are only available when online.
  • Can only be performed by Administrator, Manager, and Salesperson employee roles. 

 

Instructions

1. After selecting one or more product(s) in the catalog, click on the green All Payments button on the bottom left of the screen.

2. Select Credit Card as the payment method.

3. On the Credit Card Payment screen, you can choose to either swipe the card on the terminal or enter the card info manually. If you wish to Enter card manually, select that switch so it turns green. If not, leave it as seen below. 

4. Input whether you want the Tips & Signature to appear On ReceiptOn Screen (main screen), or On Terminal (small screen) by selecting the proffered box. 

Note: If the EBT app is installed, only signatures will be enabled and not tips. If the Tips & signature on POS shown: box is not checked on the Tips tab in Back Office Store Settings, neither tips nor signature will be enabled and the sections will not appear.

5. Tap the PROCESS button.

  • If the On Receipt option was selected, enter the tip amount after the order is processed on the Tips page on POS, accessed from the left navigation menu and then close the batch. 
  • If the On Screen option was selected, it will take you to the Tips screen, where you can enter the tip amount on the calculator, selecting to input it as either a percentage or currency amount.

6A. If Selected to Enter Card Manually: 

  • Enter the credit card details as shown in the screen below and then tap the CHARGE button.

  • If the card info is valid, a pop up will appear saying it was processed successfully. Click OK button.

6B. If Did Not Select to Enter Card Manually:

  • Insert the credit card into the card slot of your Poynt device.

  • Poynt will take a few moments to process the credit card. After, a prompt will ask for the customer's signature in the chosen method from the above screen. 

7. On the Receipt screen, choose the Receipt language by selecting it from the drop-down.

8. Choose to either Email receipt or Print receipt by tapping the switch to the right of the option (if selected, will appear as blue). 

  • If the Print Receipt option was turned off for a transaction, it will be turned off by default for future transactions until it is turned on again for another transaction. 
  • You also have the option to Print kitchen receipt if enabled for one of the products in the order in the Products section of Back Office.
  • If you selected Email receipt, you will have the option to create the customer in the system, saving his email address, name, and order information. To do this, select the Add new customer? switch so it turns green and then you will have the ability to enter his First Name and Last Name.

              Note: this option will not be available if a customer was already selected for the order. 

  • If you purchased the Marketing & Loyalty app, you can perform a Loyalty Check-In for the customer by tapping the switch (will appear green when on).

9.  Tap the DONE button. 

  • If you chose the option of printing the receipt, it will print from the printer set up in Printer Setup.

 

 

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