Info |
---|
This is your dedicated user guide for the ECTouch2 EPOS system. |
...
Following these steps will quickly set up the system for processing payments.
MOTO SALE transactions
Note |
---|
Since MoTo is currently not supported via the ECTouch2 App, there are some extra steps required to match the transactions with the BackOffice. After a MoTo Transaction has been successful: Clerk would need to click “manual card” to match the amount of the MoTo Transaction as a gift card from ECTouch2. This will bring the BackOffice to match the TMS transaction aggregate. ℹ️👉Clerk Toggles OFF integrated Mode → performs MoTo Transaction → Toggles ON integrated Mode. |
By enabling manual entry (MoTo Sale) as a payment method, merchants can take payments by directly entering the card details on the payment terminal (Handpoint Payments App). The transaction is then processed securely from the terminal to the Handpoint gateway.
Steps to perform a MoTo Sale:
Open the Handpoint Payments app
Disable/toggle off integrated mode (under Settings)
...
Go to / tap on the Digital Keypad
Complete the MoTo Sale:
5.1 By default, the Handpoint Payment App has Card Present transactions activated. To activate Manual Entry (MoTo) as a payment method, you need to click on the switch button.
5.2 Multiple payment methods will appear, select the “MANUAL ENTRY” option.
5.3 / 5.4 Input the amount of the transaction on the digital keypad and click the MANUAL ENTRY button
5.5 The following screen will prompt to enter the card details. All fields are mandatory, once the form is filled, click the continue button.
...
Depending on the outcome of the transaction, a success or decline screen will be prompted to the merchant.
...
Note |
---|
ℹ️👉Clerk Toggles OFF integrated Mode → performs MoTo Transaction → Toggles ON integrated Mode. |
...
Hiding/Enabling Payment Methods
Hiding or enabling specific payment methods can be done through the Settings tab of the Handpoint payment application.
...
Scroll down and click on Payment Options, you will then be able to toggle on/off specific payment types.
...
Starting a Card Transaction
...
The video shows how a user would Sign on and the process of a transaction using a card as the payment method.
...
Starting a Linked Refund (Card Present)
1. Open the Handpoint
...
Payments App
Linked refunds are carried out through the Handpoint app. We need to go to the Handpoint appPayments App.
...
2. Change to Standalone mode
...
The following video shows the procedure of making a Linked Refund using the Handpoint app.
First, a transaction is made with the ECTouch2 app. Once completed, navigate to the Handpoint app, going to the Settings tab to deactivate Integrated Mode.
Next, navigate to the Transaction History tab and select the transaction to be refunded. The transaction is initiated and the cardholder will have to swipe, insert, or tap the card.
Once the transaction is completed, go back to the app settings to activate the Integrated Mode.
Return to ECTouch2 and we can start new transactions.
...
Automatic Linked Refunds using MOTO (Card not Present)
Note |
---|
a refund via MoTo would also need to be rectified in the BO due to it not being a linked functionality with the ECTouch2 application |
MOTO refunds are a wonderful option to make a refund without the cardholder having to be present.
A refund can be made in three different ways: Card, Manual Entry and Automatic(through Linked Refunds).
Through the Automatic mode, using MOTO Linked Refunds behind the scenes, will be the easiest and fastest way to make a refund. ⚠️a refund via MoTo would also need to be rectified in the BackOffice due to it not being a linked functionality with the ECTouch2 application⚠️
Steps to perform an Automatic Refund:
Open the Handpoint Payments app
Disable/toggle off integrated mode (under Settings)
...
Go to Transactions tab. Select the transaction for which you want to perform an operation and select Refund.
...
Introduce the Merchant password and confirm the refund method (Card, Manual Entry or Automatic):
...
Select Automatic in the dialogue,you will not have to enter any card data or have the card physically,and the refund will be made:
...
Video demonstrating a Partial Refund using Automatic refund method (Linked Refund - Card Not Present).
...
Starting a Cash Transaction
...
If you wish to print a receipt for the previously selected products (Tea & Coffee in this example), select the "RECEIPT" option in the bottom menu. This will initiate the printing process for the receipt.
4. Video
If you wish to print a receipt for the previously selected products (Tea & Coffee in this example), select the "RECEIPT" option in the bottom menu. This will initiate the printing process for the receipt.
...
Print a Report
...