key to continue.Follow these steps to process a Purchase transaction when the customer pays with a debit or credit card.
1. Start at the Purchase screen.
§ If your terminal is at a different screen, go to the Main menu, tap Transactions, then tap Purchase.
§ Respond to any security prompts that appear.
2. Key in the amount of the purchase and tap OK.
§ Respond to any merchant prompts that appear. The terminal may ask for an invoice number and other information.
3. When prompted, pass the terminal to your customer so they can respond to the customer prompts.
§ If tip entry is turned on, the customer enters a tip (or no tip) .
§ If you have the optional external PIN pad, you will not be prompted to pass the terminal; the customer will respond to prompts on the external PIN pad instead.
The "Tap, insert or swipe" prompt appears, showing the purchase total and the cards you accept.
4. The customer enters their card on the terminal. Depending on the type of card, they can tap, insert, or swipe it .
§ The customer responds to any additional customer prompts, including prompts related to cashback, foreign exchange, and PIN entry among others .
The "Processing your request" message appears.
Note: If the customer is using a UnionPay card and the terminal displays an error message (saying that the card or expiry date is invalid), perform an assisted UnionPay Purchase.
5. Once the transaction is approved, the "How would you like your receipt?" prompt appears, showing the customer the available options for receiving a receipt: 1 Email, 2 Text, 3 Print, and 4 None.
Note: You can choose which receipt options customers will see .
6. The customer selects a receipt format (or no receipt) by tapping one of the options on screen or by pressing the corresponding number on the keypad.
The "Transaction Complete/Please pass terminal back to clerk" prompt appears. The PIN pad returns to its idle screen.
7. The customer
passes the terminal back to you. If needed, press the green key to continue.
Note: If you have the external PIN pad, the customer will not be prompted to pass the terminal.
8. When "Transaction Approved" appears, tap OK.
9. Process any printed receipts:
§ if the customer selected Email...
§ if the customer selected Text...
§ if the customer selected Print...
§ if the customer selected None...
Note: A customer signature is always required for UnionPay transactions; therefore, the merchant copy of the receipt is always printed for UnionPay cards. Ask the customer to sign the merchant copy of the receipt.
General guidelines for performing transactions