Follow these instructions to perform an assisted UnionPay Purchase transaction.
Note: At the Ready to pay? screen, ask the customer to swipe their UnionPay card on the terminal's magnetic stripe reader. Tap and insert do not apply to assisted UnionPay transactions.
1. On the Transactions menu, tap Additional Transactions , then Assisted UnionPay, then Purchase.
§ Respond to any security prompts that appear .
The assisted UnionPay Purchase screen appears.
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. Pass the terminal to your customer so they can respond to the customer prompts.
§ If tip entry is turned on, the customer responds to the tip prompts.
The "Please Swipe your UnionPay card" screen appears, showing the final total.
4. The customer swipes their UnionPay card
Note: Tap and insert do not apply to assisted UnionPay transactions.
§ The customer responds to any additional customer prompts, including prompts related to cashback, foreign exchange, and PIN entry among other scenarios.
Note: Some UnionPay cards permit the cardholder to bypass the PIN depending on the issuing bank. It is up to the cardholder to know whether their card requires a PIN.
The Processing your request screen appears.
5. Once the transaction is approved, the How would you like your receipt? screen appears with the 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 by tapping one of the options on screen or by pressing the corresponding number on the terminal's keypad.
The Transaction Complete/Please pass terminal back to clerk screen appears.
7. The customer passes the terminal back to you.
8. On the Transaction Approved screen, tap OK
9. Process 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, so the merchant copy of the receipt is always printed. Ask the customer to sign the merchant copy of the receipt.
Overview of the UnionPay program
Assisted UnionPay transactions