Processing integrated card payments in CounterPOS
Integrated card payments allow CounterPOS to communicate directly with your credit card machine, eliminating manual entry, reducing errors, and streamlining the cash-up process. This guide explains how to process an integrated card payment.
Manual vs. Integrated Card Payments
- Manual Card Payment – You must manually enter the sale amount into the card machine.
- Integrated Card Payment – The card machine automatically displays the sale amount, ready for the customer to pay. For this article, we'll be using Transaction Junction as our example for an integrated card payment service.
Processing an Integrated Card Payment
Start a Sale and ring up the customer’s items as usual.
Select the "Card" Payment Option – This opens the Integrated Card Payment window.
The title bar should display the name of the integrated payment provider (e.g., Transaction Junction - Card, though in many cases it's titled 'Pay by Card').
Confirm the Amount – The sale amount is automatically entered. If the customer wants to add a tip, enter the total amount manually. The difference will be recorded as a gratuity in the shift’s cashup.
Then, Submit the Payment – Select Submit or the Green Tick button.
The payment terminal will prompt the customer to swipe or tap their card. Once the transaction is approved, the sale completes.