Purchase

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.

2. Use the on-screen numeric keypad to enter the purchase amount, then tap the OK ◯ key.

3. The transaction identifier prompt appears only if enabled under Transaction settings. The label “Custom ID” will be replaced by your customized label (for example, Customer number).

• To enter a value, tap the field and use the on-screen keyboard, then tap Go. 
• To bypass the prompt, tap Go without entering a value.

4. Pass the terminal to your customer so they can respond to the customer prompts.

5. If tip entry is turned on, the customer enters a tip (or no tip).

To enable tip entry, refer to Tip settings.

6. 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.

7. 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.

• Additional prompts may appear, such as cashback and surcharge*, if these options are enabled under Transaction settings.

*The operator of this Terminal charges a fee for INTERAC Debit Transactions. This fee is in addition to any fees that your financial institution may charge.
 

8. If prompted, the customer enters their PIN. There may be additional customer prompts.

9. The “Processing, please wait” message appears.

If the customer inserted a chip card, the message “Do not remove your card” also appears.

10. 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.

11. 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).

12. The customer passes the terminal back to you, as directed by the application.
12. 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.

14. When the “Transaction Complete” prompt appears, tap OK to return to the default transaction screen.

15. The default transaction screen appears.

The application is ready to process your next transaction.