VitalChek Product Suite v2.0
How to Run a POS Transaction with Partial Approvals
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Point of Sale (POS) > How to Run a POS Transaction with Partial Approvals

Glossary Item Box

How to Run a POS Transaction with Partial Approvals

The POS terminal is used to run payments, or transactions. Payments can be made using multiple cards, including prepaid/gift cards and split tender transactions (Agency dependent).

 

 

Step 1

Inform the cardholder of the VitalChek fee

Step 2

User inputs POS Operator ID and then presses the green enter button to logon to the terminal

Note - if the Operator ID was entered incorrectly or does not have the authority for the transaction, an error message will be displayed

Step 3

Select Operation screen displays

Step 4 Select Payment option by pressing corresponding number on the pinpad then press the green enter button

Step 5

Select Product screen displays with available product options

Note - agencies with multiple products use the purple key above the number 1 to scroll

Step 6

Select product by pressing the corresponding number on the pin pad then press the green enter button

For agencies with more than 10 product selections, press # for the first 1. Ex 10 = #0, 11 = #1, 12 = #2,

Step 7

Reference Number screen displays (if applicable

Step 8

Enter Reference Number (if applicable) and press the green enter button

Note: Alphabetic characters are obtained by hitting a number field multiple times to scroll through. For example: for the letter "a", press the 2 key twice

Step 9

Enter Amount screen displays

Step 10

Enter the Payment Amount using the numeric keypad. Do not include the VCN Fee. The VCN Fee will be added automatically. Press the green enter button

 

Step 11

Another Product screen displays

 

Step 12

Select YES for additional products (return to step 5) or No to continue to card swipe

Step 13

Waiting on Card Swipe screen displays on

Pin pad prompts customer to swipe card

For help with card swiping errors see: POS Transaction Errors

 

Step 14

If applicable, the Debit/Credit screen displays on terminal and Pin Pad

Step 15

Select Debit or Credit by pressing the corresponding F1 or F4 button

Note - If DEBIT is selected, the cardholder will be prompted to enter their PIN number on the PIN pad with terminal displaying: "Ask customer to enter PIN. Please Enter PIN"

Step 16 Authorizing message displays on both Terminal and Pin Pad
Step 17

When the card does not have sufficient funds to cover the entire amount, the PARTIAL PAYMENT screen displays with 3 options:

1. Use Additional Card - Customer pays balance with additional credit/debit/gift/prepaid cards. Select Use Additional Card and Waiting on Card Swipe screen is displayed (step 13) Customer continues steps 13-16 until payment is made in full.

2. Accept Split Tender - Customer is unable to pay using additional card(s) and chooses to pay remainder with cash or check. Select Accept Split Tender and continue with steps 18+

3. Cancel Payment  - Customer chooses to cancel the payment and void the transaction. ** NOTE - THE CUSTOMER'S CARD(S) HAVE ALREADY BEEN CHARGED AT THIS POINT. CUSTOMER MUST FOLLOW THE PROMPTS, SWIPING ALL CARDS TO VOID THE TRANSACTION. A VOID RECEIPT CONFIRMS THE TRANSACTION HAS BEEN VOIDED AND PAYMENT CANCELLED **

See: How to Void a POS Transaction with Partial Approvals, and complete steps 6-10

 

Note - select corresponding number and press green enter key

Note - If the prepaid card does not have enough funds to cover the cost of the VitalChek fee, the transaction will Decline.

Step 18

The Agency Receipt automatically prints and the Customer Receipt screen displays instructing the user to press Enter to print the customer receipt

Note - The receipts contain the payment confirmation number and the agency reference number.

 

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