A partial approval Purchase transaction occurs when the customer pays for a purchase with a pre-paid credit card but the value on the pre-paid card is less than the purchase amount. The terminal will show the amount still owing after the pre-paid card is processed. Follow the prompts on screen to ask the customer for other forms of payment (cards or cash) until the entire purchase amount is paid. If needed, review these step by step instructions.
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. 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) .
The Tap, insert or swipe screen appears, showing the purchase total and the cards you accept.
4. The customer enters their pre-paid card on the terminal. Depending on the type of card, they can tap,insert, or swipe it .
IMPORTANT! Ask the customer to use all their pre-paid credit cards first (they may have more than one) before using other payment methods. Once all pre-paid cards are used up, the remaining balance would be covered by a single tender type.
§ The customer responds to any additional customer prompts .
The Processing your request screen appears, followed by the "Amount Approved" and the "Amount Due".
5. The customer taps OK to accept the partial approval and continue (or taps Cancel to cancel the payment).
6. Once the transaction is approved for a partial approval, the terminal automatically prints the merchant and customer copy of the receipt. Ask the customer to sign the merchant copy.
7. The customer passes the terminal back to you.
8. On the Transaction Approved screen, tap OK.
9. The terminal displays the balance due and asks for the next method of payment. Here is an example:
Amount due
$10.00
Tender type?
10. Ask the customer how they would like to pay for the remaining balance. Depending on their response, tap Cards (to use another pre-paid card, a debit card, or credit card as well as a gift or loyalty card) or tap Cash. You can also press the corresponding number ( 1 or 2 ) on the keypad.
If you selected Cards, the terminal shows the Tap, insert, swipe screen. Pass the terminal to your customer so they can enter their card and respond to any prompts on screen.
If you selected Cash, pass the terminal to your customer so they can confirm the cash amount to be paid and respond to any other prompts.
11. Repeat the payment procedure until the entire purchase amount is fully paid.
12. Once the final portion of the total amount is paid for, the How would you like your receipt? screen 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 .
13. 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.
14. Process any printed receipts.
General guidelines for performing transactions