Description: The following steps will walk you through the process of performing payment processing operations from the POS environment. The screen layout of these buttons will depend on where and how the payment buttons were configured.
Shift4 Functions
Navigate to the Current transactions screen and locate the screen layout where the Shift4 buttons were added. If these have not been set up yet, visit this article for more information on POS button configuration.
Tokenize card
When you select the Tokenize card option, you will be presented with with Payment accept screen, where a card can be swiped onto the payment device to create a card token to add to a customer record.
Get report
When you select the Batch report button, a screen will appear asking to select the date for which you would like to see the batch report for.
Submit batch
When submitting a batch, you will be asked to select which days of transactions you would like to settle the batch for. This will perform an actual batch settlement of your transactions for the selected date.
Comments
0 comments
Please sign in to leave a comment.