Checking Out (Offline)

Once you have added items to a sale, you can check out. "Checking out" in Offline Mode consists of keying in payment information including cash/gift card/cheque amount tendered and debit/credit card information. Before checking out, you can apply a discount to the sale.

 

NOTE: If you are an integrated merchant, you cannot transact debit card sales while in Offline Mode, only cash, credit card, gift card and cheque sales.

To check out from a cash sale:

  1. On the Offline Mode button panel, click the Cash button.

The Cash Purchase popup appears.

  1. In the Amount textbox, enter the amount of cash tendered.

  2. Click OK.

A dialogue box informs you that the sale has been processed.

  1. Click OK.

 

To check out from a gift card sale:

  1. On the Offline Mode button panel, click the Gift Card button.

The Gift Card Purchase popup appears.

  1. In the Amount textbox, enter the amount of the gift card tendered.

  2. Click OK.

A dialogue box informs you that the sale has been processed.

  1. Click OK.

 

To check out from a cheque sale:

  1. On the Offline Mode button panel, click the Cheque button.

The Cheque Purchase popup appears.

  1. In the Amount textbox, confirm the amount of the cheque displayed matches the amount the customer entered on their cheque.
    NOTE: You are unable to change the amount in this popup - you are only able to view it.  

  1. Click OK.

A dialogue box informs you that the sale has been processed.

  1. Click OK.

 

To check out from a debit sale (non-integrated merchants only):

 

Checking Out from Credit Card Sales

There are different procedures to process offline credit card sales depending on whether your merchant account is configured to accept integrated credit card payments, and depending on the type of PINpad you are using to process payments (if your payment processing is integrated).

To check out from a credit card sale (integrated merchants with a 7800 PINpad):

  1. Obtain an authorization over the phone, making a note of the authorization number.

  2. On the Offline Mode button panel, click the Master Card, Visa or AMEX button, depending on the credit card presented.

The Master Card/Visa/AMEX Checkout popup appears.

  1. Complete the fields as follows:

  1. Click OK.

A dialogue box informs you that the sale has been processed.

  1. Click OK.

 

To check out from a credit card sale (integrated merchants with an iPP320 PINpad):

  1. Obtain an authorization over the phone, making a note of the authorization number.

  2. On the Offline Mode button panel, click the Master Card, Visa or AMEX button, depending on the credit card presented.

The Master Card/Visa/AMEX Checkout popup appears.

  1. In the Checkout screen, enter the authorization number received over the phone in the Authorization # field.

  2. Click the Ok button.

The system prompts you to swipe or enter the card number on the PINpad.

  1. Swipe the credit card or manually enter the card number on the PINpad and press the green OK key.

  2. The transaction completes and the system returns to the POS screen.

The PINpad saves the card data until connection to PAYD Pro Plus and the processing host has been restored.

 

NOTE: Once the connection has been restored, exit the Offline Mode, switch to PAYD Pro PlusTM POS Online and post the pending transactions.

 

To check out from a credit card sale (non-integrated merchants):

  1. Process the transaction on your non-integrated terminal, making a note of the authorization number.

  2. On the Offline Mode button panel, click the Master Card, Visa or AMEX button, depending on the credit card presented.

The Master Card/Visa/AMEX Checkout popup appears.

  1. In the Authorization # textbox, enter the authorization number received on your terminal.

  1. Click OK.

A dialogue box informs you that the sale has been processed.

  1. Click OK.

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