Credit Card Payments

Credit Card Payments

Overview

US and Canada customers utilizing a paid software package (staring with Essential Plus) can process credit card payments on eHopper once their credit card terminal is set up (Pax, Poynt, DejaVoo, ChargeAnywhere).

 

Requirements

  • Must be an Essential Plus plan or higher customer and have the Credit/Debit POS Integration app installed in the Back Office App Directory.

 

  • Before you can process credit card payments, you must first select the payment gateway in the Payment Gateway tab in Store Settings on Back Office.

  • Terminal must be set up on the Terminal Setup page in POS. 

  • Credit card payments are only available online and when the device is connected to the same network as the terminal.
  • Can only be performed by Administrator, Manager, and Salesperson employee roles. 

 

Instructions

1. After selecting one or more product(s) in the catalog, click on the green All Payments button on the bottom left of the screen.

 

2. Select Credit Card as the payment method.

 

 

3. Depending on Tips & Signature setup in BO Store Settings, the customer will add tips and/or input a signature either On the screen, On the terminal, or On the receipt

Note: Only signatures will be enabled if the EBT app is installed, not tips. If the Tips & signature on the POS shown: box is not checked on the Tips tab in Back Office Store Settings, neither tips nor signature will be enabled and the sections will not appear.

  • If Tips & Signature 'On screen' was selected, on the Tips screen, choose whether to input the tip amount as a % or $ amount via the blue toggle switch. Then, input the tip amount with the calculator (the keyboard shortcut buttons that appear depend on what was inputted in the Tips tab of Store Settings in Back Office). Select the Process button when done. 

 

4. On the Credit Card Payment screen, either swipe/insert the card or click on the Enter card manually switch to enter the card info.


 

  • If inputting manually, enter the card number and expiration date in their respective fields, using the calculator or your keyboard, and then click the Process button. 

  •  If you did not choose to enter card info manually, swipe/insert the card on your terminal.

  

5. On the Receipt screen:

  • On the right side, you can have the customer input their signature, and select either  Print receipt and/or Email receipt.
  • You also have the option to Print kitchen receipts if enabled for one of the products in the order in the Products section of Back Office.
  • If the Print Receipt or Print Kitchen Receipt option was turned off for a transaction, it will be turned off by default for future transactions until it is turned on again for another transaction. 
  • If you selected Email receipt, you will have the option to create the customer in the system, saving his email address, name, and order information. To do this, select the Add new customer? switch so it turns green and then you will have the ability to enter his First Name and Last Name.

Note: this option will not be available if a customer was already selected for the order. 

 

6. Click DONE to finalize the payment and print/email the receipt(s).

  • If the Tips & Signature 'On receipt' option was selected:
    • A Merchant copy and a Customer copy of the receipt will be printed. The Merchant copy will display fields where the customer can input, both, tips and their signature.
    • The tip amount that was placed on the receipt should be entered on the Tips page of POS, accessed from the left navigation menu, and then close the batch. 

 

  • If Canada was selected as your Country in Back Office Store Settings and DejaVoo was selected as your store's payment gateway in the Store Settings Payment Gateway tab, a Merchant copy and Customer copy of the receipt will print for every transaction. The Merchant copy will only display a field for customer signature if the signature was not already inputted on the terminal (signature can not be saved 'On screen' in Canada).

    • Related Articles

    • Card Payments in Canada

      Overview Canada Freedom customers can process card payments on eHopper once their credit card terminal is set up (either Poynt, DejaVoo). Requirements Must be a Freedom Package customer and have installed the Credit/Debit POS Integration app in the ...
    • Debit Card Payments

      Overview US and Canada customers utilizing a paid software package (staring with Essential Plus) can process credit card payments on eHopper once their credit card terminal is set up (Pax, Poynt, DejaVoo, ChargeAnywhere). Requirements 1. Must be an ...
    • EBT Card Payments

      Overview US customers utilizing a paid software package (starting with Essential Plus) with Pax terminals can use EBT Cards as a payment option in POS. Please contact your credit card processor to see if they accept EBT cards as well. Prerequisites ...
    • External Payments

      Overview You can use external processors in eHopper as a non-integrated solution, with all order data being saved in our system, while being processed on your own terminal. Requirements In Back Office, go to Settings > Store Settings > Payment ...
    • Credit Card Payments on Poynt

      Overview Processing credit card payments is different for Poynt than for the other devices. You will need to set up Poynt as a payment processor in Back Office. Requirements Poynt must be set up as your payment processor in Back Office. Must have ...