Paydiant Processing Configuration and Usage in CRE and RPE

Transcription

1 One Blue Hill Plaza, 16 th Floor, PO Box 1546 Pearl River, NY PC-AMERICA, (Voice) (Fax) Paydiant Processing Configuration and Usage in CRE and RPE Cash Register Express and Restaurant Pro Express have the ability to utilize the Paydiant payment processor. This processor is used via a smartphone where a QR code is generated from CRE/RPE and then that code is scanned by the Paydiant application and then the transaction gets closed. 1 P a g e

2 Prerequisites to be met Before Configuring CRE/RPE to use the Paydiant Payment Processor 1. You MUST have the Paydiant application installed on your smartphone. After the above is done we will then need to do the following in CRE/RPE: Paydiant Processing Configuration Processing Transactions with Paydiant o Transaction with Virtual Pole Display o Transaction at Self Service Kiosk o Using Table Layout o Processing Takeout Orders o Processing Delivery Orders o Processing Open Tabs Phone Usage During Transactions Other Options Enable Tips and Keep Check Open Until Tip Applied 2 P a g e

3 Paydiant Processing Configuration 1. Select the Manager or Options button. 2. Enter the administrator password (default: admin) where applicable. 3. Select Setup then, Setup Screen. 4. Select the Payment Processing tab. 5. Select Paydiant as the processor type to configure. 6. Using the dropdown under Payment Processor select Paydiant. 7. For Display Name enter the name you would like to button to display on the amount tendered screen. 8. For Primary URL enter the URL supplied to you from Paydiant. 9. For Merchant ID enter the Merchant ID provided to you from Paydiant. 10. For Merchant Key enter the Merchant Key provided to you from Paydiant. 11. For Store Location URI enter the Location URI provided to you from Paydiant. 12. For TID enter the TID provided to you from Paydiant. 3 P a g e

4 13. Under Business Type select the business type that is specified on your VAR sheet. If Retail is selected under Business Type: TimeToCheckQRCode(Seconds) Enter the amount of time (in seconds) to wait in between each communication from CRE to the Paydiant server. This will check to see if the Customer has scanned the QR code with their mobile device on the Paydiant server. Note: When Retail is selected CRE will send Receipt Data to Paydiant. This information is for reference only. If Restaurant is selected under Business Type: TimeToCheckQRCode(Seconds) Enter the amount of time (in seconds) to wait in between each communication from CRE to the Paydiant server. This will check to see if the Customer has scanned the QR code with their mobile device on the Paydiant server. Use the dropdown under Station Processing Transactions to select which station will be checked to see if the transaction has been processed. All Paydiant transactions will go through this station, even when they are processed on other stations. TimeForBackGroundChecking - Enter the amount of time (in seconds) to wait in between each communication from CRE to the Paydiant server. The processing station (Set under Station Processing Transactions) will check the statuses of all open QR codes from CRE on the Paydiant server. This is global and applies for all stations in your establishment that are using table service. Note: When Restaurant is selected CRE will not send Receipt Data to Paydiant. This information is for reference only. 14. When done configuring Paydiant select Update. 4 P a g e

5 Processing Transactions with Paydiant - Transaction with Virtual Pole Display Before processing transactions with a virtual Pole Display it must first be configured. For more information on configuring a virtual pole display please see one of the documents below: After the Virtual pole display has been configured, login to CRE or RPE and add some items to your invoice. 2. You will see that the pole display is showing the items added to the invoice. 5 P a g e

6 3. Select Pay. 4. At the Amount Tendered screen select the Paydiant payment button (in this example we gave the display name as Mobile). 5. The QR code will then be displayed on the screen of the virtual pole display for the customer to scan with their smartphone. Note: You may need to adjust the screen resolution of your virtual pole display so that the QR code is being displayed properly. The QR code cannot be stretched, or altered from its original state (1:1 ratio, or a perfect square). 6 P a g e

7 6. You will note that both the CRE and RPE invoice screens will display the QR Code with some options: 1. Cancel This option will cancel the transaction so that another payment type may be used (returning you to the Amount Tendered screen). 7 P a g e

8 2. Print This option will Print the QR code on your receipt printer for the customer to scan. After the receipt is printed with the QR code on it you can send or place the invoice on hold. Once the Pay button is selected with that invoice on-screen, the QR code that was printed for this invoice will no longer work. Once the barcode has been scanned and the transaction has been completed on the smartphone the transaction will close out accordingly. 8 P a g e

9 Processing Transactions with Paydiant - Transaction at Self Service Kiosk Before processing transactions at the self service kiosk some configuration is required. 1. Select the Manager or Options button. 2. Enter the administrator password (default: admin) where applicable. 3. Select Setup then, Self Service Configuration. 4. Select the Other Options tab. 5. Under Done Button Function select Paydiant. 6. Select Save. 9 P a g e

10 7. After logging in to the self service screen and adding items to the invoice select Done. 8. You will then be presented with a QR Code to be scanned with your phone. Once the barcode has been scanned and the transaction has been completed on the smartphone the transaction will close out accordingly. 10 P a g e

11 Processing Transactions with Paydiant Using Table Layout Before processing transactions using the Table Layout it is HIGHLY recommended to enable TIPS and the Keep Check Open Until Tip Applied features. For more information please see: Other Options 1. Login to RPE and select the table you would like to start an invoice for. 2. Add items to the invoice. 3. Press Check. 11 P a g e

12 4. Give the check to the customer when they are ready to pay and they can scan the QR Code and Complete the Transaction. 5. The table will then be displayed in Orange. This means that the table has been closed to a Mobile Payment. 6. Select the Orange table. 12 P a g e

13 7. You will then be displayed with a screen that displays the following information: The Check Total. The Tip applied. The Offers used through the Paydiant service. This will need to be configured with Paydiant directly. The Grand Total for the invoice. 8. Select OK. 9. The table will then be cleared. 13 P a g e

14 Processing Transactions with Paydiant Processing Takeout Orders Before processing Takeout transactions it is HIGHLY recommended to enable TIPS and the Keep Check Open Until Tip Applied features. For more information please see: Other Options 1. Login to RPE and select the Takeout tab then select NEW. 2. When prompted, enter the customer s name then select ENTER. 14 P a g e

15 3. Add items to the invoice. 4. Press Check. If prompted enter an On-Hold ID. 5. The table will then turn Green. This means the transaction is waiting to be paid. 15 P a g e

16 6. Give the check to the customer when they arrive to pick-up their Takeout order. They can then scan the QR Code and Complete the Transaction. 7. The table will then be displayed in Orange. This means that the table has been closed to a Mobile Payment. 8. Select the Orange table. 16 P a g e

17 9. You will then be displayed with a screen that displays the following information: The Check Total. The Tip applied. The Offers used through the Paydiant service. This will need to be configured with Paydiant directly. The Grand Total for the invoice. 10. Select OK. 11. The table will then be cleared. 17 P a g e

18 Processing Transactions with Paydiant Processing Delivery Orders Before processing Delivery transactions it is HIGHLY recommended to enable TIPS and the Keep Check Open Until Tip Applied features. For more information please see: Other Options 1. Login to RPE and select the Delivery tab then select NEW. 2. When prompted, select the Customer in your database then press Select. If the customer is not already in your database select Add Customer. For more information on adding customers please see: 18 P a g e

19 3. Add items to the invoice. 4. Press Check. 5. Select the Time Promised. 19 P a g e

20 6. The table will then turn Green. This means the transaction is waiting to be paid. 7. Select Delivery Tracking to manage your drivers and deliveries. For more information on Delivery Tracking please see: 8. Have the driver give the check to the customer when they arrive to drop-off the delivery order. The customer can then scan the QR Code and Complete the Transaction. 20 P a g e

21 9. The table will then be displayed in Orange. This means that the table has been closed to a Mobile Payment. 10. Select the Orange table. 11. You will then be displayed with a screen that displays the following information: The Check Total. The Tip applied through paydiant. The Offers used through the Paydiant service. This will need to be configured with Paydiant directly. The Grand Total for the invoice. 12. Select OK. 13. The table will then be cleared. 21 P a g e

22 Processing Transactions with Paydiant Processing Open Tabs Before processing Open Tabs it is HIGHLY recommended to enable TIPS and the Keep Check Open Until Tip Applied features. For more information please see: Other Options 1. Login to RPE and select the Open Tabs tab then select NEW. 2. When prompted, enter the customer s name then select ENTER. 22 P a g e

23 3. Add items to the invoice. 4. Press Check. 5. The table will then turn Green. This means the transaction is waiting to be paid. 23 P a g e

24 6. Give the check to the customer when they are ready to pay. They can then scan the QR Code and Complete the Transaction. 7. The table will then be displayed in Orange. This means that the table has been closed to a Mobile Payment. 8. Select the Orange table. 24 P a g e

25 9. You will then be displayed with a screen that displays the following information: The Check Total. The Tip applied. The Offers used through the Paydiant service. This will need to be configured with Paydiant directly. The Grand Total for the invoice. 10. Select OK. 11. The table will then be cleared. 25 P a g e

26 Phone Usage During Transactions 1. Before using the Paydiant Paytons application we must first login. You can login either with your username and password or the passcode that has been setup via Paydiant. 2. At the Home screen select the Green button labeled with the dollar sign ($). 26 P a g e

27 3. Using your smartphone s camera, center the newly generated QR code by placing the code in between the white guides on your screen. 4. Once the code has been scanned select one of the payment methods linked to this account. 27 P a g e

28 5. You will then be presented with a screen showing the total for the transaction, the amount you have paid using the Paydiant application and the Payment account used for the payment. 6. Select Home to bring you back to the Home screen or Log off if you are done paying for transactions. 28 P a g e

29 Other Options Enable Tips and Keep Check Open Until Tip Applied 1. Select the Manager or Options button. 2. Enter the administrator password (default: admin) where applicable. 3. Select Setup then, Setup Screen. 4. Select the Payment Processing tab. 5. Select the Tips tab. 6. Under Print Tip Line on CC Invoices select Yes on Completed Invoices. 7. It is HIGHLY recommended to also check the option Keep Check Open Until Tip Applied. 8. Select Update when finished. 29 P a g e