Transaction Guidelines
To process financial transactions, you will follow these general guidelines:
1. Determine
the transaction to be processed (e.g., Purchase or Refund).
Note: If the terminal is configured
to use Ethernet, confirm that the Ethernet icon
at the top of the screen is coloured green.
2. Establish the means of payment, i.e.,
credit or debit.
3. Enter the
card data on the terminal (or external
PINpad if attached)
4. Follow the terminal prompts. (Refer to
individual financial transaction procedures).*
5. Process
receipts.
* These variables affect
which transaction prompts you and the cardholder will see:
- Terminal and
merchant setup.
- Transaction type (e.g., Purchase or Refund).
- Card Program
(i.e., stripe
, contactless, or chip).
- Card Entry
method at the POS (e.g., swipe, insert
, tap, or manually enter).
- Payment type (i.e., credit or debit)1
1 Some debit cards may initiate Cashback and/or Tip, and/or Account
& PIN prompting after the terminal has been returned to you, which
means you will have to hand the terminal back to the cardholder.