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- Start at the Purchase screen. This is the default transaction.
If your terminal is at a different screen, tap the Main menu icon, then tap Transactions.
- Tap the card entry field (Tap, insert or swipe) to display the card entry options.
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- Tap Scan, then Ok.
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- Enter the purchase amount, then tap the OK ◯ key.
Note: The order of these initial steps is flexible. You can enter the purchase amount first, or you can choose the method of card entry first. Both will work.
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- Hold the gift card below the terminal so that the bar code is visible on the screen. The application automatically reads the bar code and retrieves the card number.
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- Tap the CVV field, enter the card verification value (CVV) from the back of the card, then tap the checkmark. Tap Confirm to continue.
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- Pass the terminal to your customer so they can respond to the customer prompts.
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- If tip entry is enabled, the customer enters a tip (or no tip).
The “Processing, please wait” message may appear.
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- Once the purchase is approved, the “How would you like your receipt?” prompt appears, showing the available options for receiving a receipt: Print, Text, Email,
and No Receipt.
- 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.
Note: You can choose which receipt options are shown. Refer to Receipt settings.
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- The customer passes the terminal back to you, as directed by the application.
- The application prints receipts if requested.
- If the customer requested a printed receipt, give them the cardholder copy.
- If you enabled merchant receipt printing, keep the merchant copy for your records.
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- When the “Transaction complete” prompt appears, tap OK to return to the default transaction screen.
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- The default transaction screen appears.
The application is ready to process your next transaction.
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