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Harbortouch Hospitality iPP320 Quick Reference Guide HT3307_07122018
Harbortouch HospitalityiPP320 Quick Reference Guide
HT3307_07122018
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TOPIC
Standard Credit Card Transactions
Credit Card Transaction with Tip
Credit Card Lookup
Credit Card Refund
Single Ticket with Multiple Credit Card Payments
Voiding a Credit Card Payment
Manual Entry Credit Card Sale
Credit Card Pre-Authorization (PreAuth)
TABLE OF CONTENTS
STANDARD CREDIT CARD TRANSACTION
To perform a standard credit card transaction, log in to the Hospitality POS system and add at least one item to the ticket; then press Pay.
On the payment screen, select the Credit payment type along the bottom.
A pop-up box will display on the screen stating ‘Continue on PIN Device’. You will then finish the payment process using the iPP320 PIN Pad.
Technical Support: Call 877-275-0026 or email [email protected] 1
The PIN Pad will prompt the customer to insert, swipe or tap the credit card.
If EMV, the card must be left in the PIN pad until prompted.
A message will appear to inform the customer if their transaction was Approved or Declined.
Technical Support: Call 877-275-0026 or email [email protected] 23
CREDIT CARD TRANSACTION WITH TIP
After following the steps above to complete a payment on a credit card transaction, the ticket will be visible on the ticket screen with TIP! shown in red. Select the ticket to open it.
Once the ticket is open, select Pay at the bottom of the Order Entry screen.
Use the number pad on the right to enter the tip amount and select Enter Tip on the left side of the screen. Once satisfied, press Finalize in the bottom left corner.
Technical Support: Call 877-275-0026 or email [email protected]
To look up a credit card that was processed in the system, log in to the Hospitality POS system with Administrator creden-tials, then select Manager in the top right corner of the Order Entry screen. Then press Report to open the Reporting screen.
CREDIT CARD LOOKUP
Under the Flex Reports option, you will have the option to review three different credit card reports.
• Credit Batch Detail
• Credit Detail - All
• Credit Detail - Unsettled
These credit reports can also be reviewed through the Lighthouse Toolbar if installed.
Technical Support: Call 877-275-0026 or email [email protected] 4
CREDIT CARD REFUND
To perform a refund on Hospitality, log in to the system and select Manager in the upper right corner of the Order Entry screen. Select Credit Refund.
A dialog box will appear with a warning that a refund made using this button will not have a ticket associated with it; press YES to continue.
In the Refund pop-up, enter the Amount to refund using the number pad that appears. Swipe the card through the PIN pad to refund the amount back onto the card. EMV refunds are NOT available.
Technical Support: Call 877-275-0026 or email [email protected] 5
SINGLE TICKET WITH MULTIPLE CREDIT CARD PAYMENTS
On occasion, the merchant may need to process multiple credit card payments on a single ticket. To do so, begin the transaction as normal by logging into the system and adding items to the ticket. When ready, press Pay in the lower left corner of the screen.
On the Payment Screen, enter the payment to be added on the first credit card using the number pad and select Credit at the bottom of the screen.
Repeat this process and complete the payment with another credit card or alternate payment type. Each time you process a new card, the Tendered box will populate with the total amount paid so far.
Technical Support: Call 877-275-0026 or email [email protected] 6
VOIDING A CREDIT CARD PAYMENT
To void a credit card payment on Hospitality, log in to the system with administrator credentials and select Manager in the upper right corner of the screen. Then select Tickets from the right side of the screen.
Select the desired transaction and press Reopen in the lower left corner to be taken back to the Order Entry screen. Press Pay to process the void.
Select Void and then Yes on the verification pop-up, then select Exit to return to the ticket screen. Once there, select Void Ticket to complete voiding of the ticket.
Technical Support: Call 877-275-0026 or email [email protected] 7
MANUAL ENTRY CREDIT CARD SALE
If for any reason a customer's physical card cannot be swiped or inserted, it will need to be manually entered into the system. To do so, begin the transaction as normal by adding items to the ticket, then press Pay.
On the payment screen, select Credit at the bottom of the screen.
The iPP320 PIN Pad will display a message asking the customer to Insert, Swipe, or Tab their card.
Instead, select F1 on the PIN Pad to manually enter the card number. Enter the card number and then press the Green button to continue.
Technical Support: Call 877-275-0026 or email [email protected] 8
A message will appear to inform the customer if their transaction was Approved or Declined.
Enter the Expiration Month and Year and then press the Green button to continue.
Technical Support: Call 877-275-0026 or email [email protected] 9
CREDIT CARD PRE-AUTHORIZATION (PREAUTH)
In order to process Pre-Authorizations (i.e. PreAuth or Bar Tabs) with the Hospitality system, first verify that Bar Tabs are enabled in the system. Once confirmed, add an item to an open ticket from the Order Entry screen and press Pay.
Press Start a Bar Tab in the lower left corner of the Payment screen and press Yes when prompted to confirm.
When ready, you will be prompted to continue on the PIN Pad.
The iPP320 PIN Pad will display a message asking the customer to Insert, Swipe, or Tab their card.
Technical Support: Call 877-275-0026 or email [email protected] 10
If EMV, the card must be left in the PIN pad until prompted.
Select the Credit Card information as listed on the left side of the screen to view the transaction. You will receive a dialog box asking you to confirm whether or not you want to complete this transaction and select Yes to adjust the pre- authorized amount to the new ticket total.
Adjust the card for tip and finalize as normal to complete the transaction.
Technical Support: Call 877-275-0026 or email [email protected] 11
