Purchase
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Purchase

Follow these steps to process a Purchase transaction when the customer pays with a debit or credit card.

  1.  Start at the Purchase screen. This is the terminal's default screen.

If your terminal is at a different screen, tap the Main menu  icon, then tap Transactions.
  1. Use the on-screen numeric keypad to enter the purchase amount, then tap the OK ◯ key.
  1. Pass the terminal to your customer so they can respond to the customer prompts.
  1. If tip entry is turned on, the customer enters a tip (or no tip).

To enable tip entry, refer to Tip settings.
  1. The Purchase total screen appears, showing:
  • The total sale, including the tip (if any);
  • The “Tap, insert or swipe” prompt;
  • The cards (for example, Interac, Visa) and mobile wallets (for example, Apple Pay) you accept.
  1. The customer enters their card on the terminal. Depending on the type of card, they can tap, insert, or swipe it. For more information, refer to card entry options.
  1. If prompted, the customer enters their PIN. There may be additional customer prompts.
  1. The “Processing, please wait” message appears.

If the customer inserted a chip card, the message “Do not remove your card” also appears.
  1. Once the purchase is approved, the “How would you like your receipt?” prompt appears, showing the customer the available options for receiving a receipt: Print, Text, Email, and No Receipt.

Note:      You can choose which receipt options customers will see. Refer to Receipt settings.

  1. The customer selects a receipt format (or no receipt) by tapping one of the options on screen. If the customer chooses Text or Email, they are prompted to enter the appropriate information (cellular phone number, email address).
  1. If the customer chose to receive a paper receipt:
    1. The application prints the receipt.
    2. The customer tears off the receipt.
  1. The “Transaction Complete” prompt appears.
    1. The customer passes the terminal back to you. 
    2. On the “Transaction Complete” screen, tap OK to return to the default Purchase screen.
  1. If you enabled merchant receipt printing, the application prints the merchant copy of the receipt.

Store the receipt for your records.
  1. The default transaction screen appears.

The application is ready to process your next transaction.