Bankcard Sale or Refund – Credit Card

This job aid describes how to complete a transaction, sale or credit memo, that will be tendered with a credit card.

1

Sale transaction tendered with a credit card

1. Post all items to the transaction and Total the transaction.

2. If the customer is paying with more than one credit card, enter the amount being placed on the first card.

3. Ask the customer to swipe the credit card on the debit pad. Or, have the customer hand you the credit card and you can swipe.

4. Press button on the debit pad corresponding to Credit (button is located at the top right corner).

5. Debit pad displays a message asking if amount is OK. The amount is equal to the transaction total. Press Yes button on debit pad.

6. The debit pad displays a message, asking the customer to show the cashier their card.

7. On the POS screen, the system displays the total, and a progress bar briefly displays. After authorization has been received, the message Approved displays on the debit pad.

8. If the customer is using multiple credit cards to pay for the transaction, repeat steps 2-7 for each additional credit card.

9. On the POS screen, follow the prompts to finish processing the transaction. Have the customer sign the store copy of the receipt that prints.

2

Credit transaction refund to credit card

1. Post all items to the transaction and Total the transaction.

2. Ask the customer to swipe the credit card on the debit pad. Or, have the customer hand you the credit card and you can swipe.

3. Press button on the debit pad corresponding to Credit (button is located at the top right corner).

4. Debit pad displays a message asking if amount is OK. The amount is equal to the transaction total (refund). Press Yes button on debit pad.

5. The debit pad displays a message, asking the customer to show the cashier their card.

6. On the POS screen, follow the prompts to finish processing the transaction. Have the customer sign the store copy of the receipt that prints.