Transaction Guidelines

To process financial transactions, you will follow these general guidelines:

1. Determine the transaction to be processed (e.g., Purchase or Refund).

Note: If the terminal is configured to use Ethernet, confirm that the Ethernet icon at the top of the screen is coloured green.

2. Establish the means of payment, i.e., credit or debit.

3. Enter the card data on the terminal (or external PINpad if attached)

4. Follow the terminal prompts. (Refer to individual financial transaction procedures).*

5. Process receipts.

* These variables affect which transaction prompts you and the cardholder will see:  

    - Terminal and merchant setup.

    - Transaction type (e.g., Purchase or Refund).

    - Card Program  (i.e., stripe , contactless, or chip).

    - Card Entry method at the POS (e.g., swipe, insert , tap, or manually enter).

    - Payment type (i.e., credit or debit)1


1 Some debit cards may initiate Cashback and/or Tip, and/or Account & PIN prompting after the terminal has been returned to you, which means you will have to hand the terminal back to the cardholder.