Standard payment
Step 1: At POS, prepare the transaction as normal.
Step 2: Select Card as the payment type.
Note: If surcharges are enabled, the surcharge amount will automatically be displayed and added to the total payment amount.
Step 3: Click Process. The payment amount will be sent to the ShortcutsPay terminal.
Step 4: The client will be prompted on the terminal to:
- Add a tip (if tipping is enabled)
- Tap, insert, or swipe their card
Note: Tips can be split between team members using existing functionality.
Step 5: Once the payment is completed on the terminal:
- A merchant receipt will print (if Print Merchant Receipt is enabled).
Step 6: Click Done to close the Process card payment(s) window.
Step 8: The customer copy of the credit card receipt will now print.
Step 9: If the full payment has been received, the sale will finalise and a sales receipt will be generated, which can be printed or emailed to the client.
Reverse Payment
If you need to modify a transaction after processing payment but before the sale is finalised, you can reverse the payment.
Step 1: In the Process card payment(s) window, click Reverse payment. The payment will be reversed and treated as a refund.
- If you are adding items or increasing the sale value, it is better to process an additional payment for the extra amount.
- If you are removing items or reducing the sale value, reverse the payment and then process a new payment for the correct amount.
Note: Payment fees are charged on the original payment and any subsequent payments. Refunds do not incur additional fees, but the original processing fees are not returned.
Payment Declined
If a payment is declined:
Step 1: Ask the client to present another card.
Step 2: Click Process again to send the payment request to the terminal.
Payment with Multiple Cards
You can process partial payments using multiple cards.
Step 1: At POS, adjust the Amount field to the value you want to charge to the first card.
Step 2: Click Process.
Step 3: The client will tap or insert their card on the terminal.
Step 4: Once completed, the remaining balance will appear.
Step 5: Process the remaining amount using a second card.
Processing a Refund
Refunds can be processed for payments made using a single card.
Note: Refunds are not available for split payments (multiple cards) or transactions that include a combination of cash and card.
Step 1: Bring the refund to POS using the standard refund process.
Step 2: Click Finish Sale.
Step 3: Select EFT Card as the payment type for the refund.
Note: The client’s card does not need to be present for the refund.
Step 4: Click Confirm to process the refund.