Configuring FDMS Nash-North (Datawire) for Credit Card / Debit Card Processing in Retail/Quick Service

Transcription

1 One Blue Hill Plaza, 16th Floor, PO Box 1546 Pearl River, NY PC-AMERICA, (Voice) (Fax) Configuring FDMS Nash-North (Datawire) for Credit Card / Debit Card Processing in Retail/Quick Service The following documentation will provide instructions for configuring FDMS Nash-North (Datawire) to process credit and debit cards with CRE/RPE in a retail or quick service environment. Be sure that your merchant information is present so that the integration can be completed. You can receive your information directly from FDMS Nash-North (Datawire). Note: To use FDMS Nash-North (Datawire) you must be using version or above. Note: The Tokenization feature requires version or above. 1 P a g e

2 Overview When using FDMS Nash-North (Datawire) in a retail/quick service environment the transactions are processed via Terminal Capture* (see below) and the following steps should be completed: *Terminal Capture All of the transaction information is stored in the CRE/RPE database. At the end of the day, each station must run a settlement, if no settlement is performed the funds will not be transferred to the bank. If the transaction information is removed from the database BEFORE settling (via Clear Database), the funds will not be transferred to the bank and the information will be lost. Registering the Correct.dll File Installing a Pinpad to Process Debit Card Transactions Other Options: Max Cash Back Configuring CRE/RPE for Credit Card and Debit Card Transactions with the FDMS Nash-North (Datawire) Platform Processing a Credit Card Transaction Processing a Debit Card Transaction Credit Card Settlement Info Batch Status Report Window Transaction Settlement Transaction Settlement: On EOD Transaction Settlement: Auto Settlement For instructions on configuring other payment types offered by FDMS Nash-North (Datawire) in a retail / quick service environment please see below: EBT (Electronic Benefits Transfer) o Gift Card o Check o 2 P a g e

3 Registering the Correct.dll File 1. Select Start. 2. Select Run and type in cmd. This will open the command prompt. 3. At the command prompt type in: Regsvr32 C:\Program Files\CRE.NET\vxncom.dll then hit Enter. 4. You will get a message that states that says that it successfully registered the vxncom.dll. If when registering you receive an error message about the dll not being registered for any reason, please try to register the.dll with the following file location: Regsvr32 "C:\Program Files (x86)\cre.net\vxncom.dll" 3 P a g e

4 Installing a Pinpad to Process Debit Card Transactions To process Debit Card transactions (using a pin number) a pinpad must be installed. Note: Pinpad must be pre-loaded with the correct encryption key (from the processor) prior to configuration and may require software to be running. For instructions on installing a supported pinpad please see below: 1. Select the Manager or Options button. 2. Enter the administrator password (default: admin) where applicable. 3. Select Setup then, Setup Screen. 4. At the Setup Screen select the Hardware tab. 5. All of the settings for configuring the pinpad are under the PinPad Port section. 6. When finished configuring your pinpad select Update. 4 P a g e

5 Other Options: Max Cash Back 1. Select the Manager or Options button. 2. Enter the administrator password (default: admin) where applicable. 3. Select Setup then, Setup Screen. 4. At the Setup Screen select the Payment Processing tab then, select the Other Options tab underneath that. 5. We can set the cash back amount here under Max Debit Cashback. 6. When finished configuring your options select Update. 5 P a g e

6 Configuring CRE/RPE for Credit Card and Debit Card Transactions with the FDMS Nash-North (Datawire) Platform 1. Select the Manager or Options button. 2. Enter the administrator password (default: admin) where applicable. 3. Select Setup then, Setup Screen. 4. At the setup screen select the Payment Processing tab. 5. With Credit/Debit selected select FDMS Nash North as the Payment Processor. 6. For the Primary URL enter 7. For the Secondary URL enter 8. Using your Setup Sheet (supplied by the merchant provider). Enter your Merchant Number and enter your Terminal Number which will have a unique terminal ID for each station. 9. If Debit cards (with pin) will be accepted as a tender type, Process Debit Cards through this Credit Card Processor MUST be checked. 10. Select Require CVV2 for non-swiped CC s (if you would like to require the security number to be entered from the back of the card). 11. Select an AVS for non-swipped CC s (if desired). 12. If your account has been provisioned for the use of Tokenization* then select Supports Tokenization. If the account has not been provisioned for this you will receive error messages when processing transactions. 13. Select Update to save your changes. *Tokenization If the account has been provisioned to use this feature, CRE/RPE will not store the encrypted card number in the database. A token ID will be stored in the database instead which is used for settling purposes. To have the account provisioned for tokenization please contact FirstData directly. CRE/RPE must be running version or later. 6 P a g e

7 Processing a Credit Card Transaction 1. On the invoice screen of Cash Register Express, ring up some inventory item(s). 2. Select the Pay button and choose one of the following: Credit Card This will be shown when the option Process Debit Cards through this Credit Card Processor is not checked. Or Debit/Credit This will be shown when the option Process Debit Cards through this Credit Card Processor is checked. 7 P a g e

8 3. The Credit Card Information window will appear where the Credit Card can be swiped, either through the MSR (attached to computer) or pinpad built in MSR (if applicable). Note: If no pinpad is installed, Debit Cards (with a credit card logo) will be processed as credit cards. 8 P a g e

9 Processing a Debit Card Transaction 1. On the invoice screen of Cash Register Express, ring up some inventory item(s). 2. Select the Pay button and then select Debit/Credit. This will be shown when the option Process Debit Cards through this Credit Card Processor is checked. 9 P a g e

10 3. The window will appear where the Debit Card can be swiped, either through the MSR (attached to computer) or pinpad built in MSR (if applicable). If prompted for debit or credit, make a selection accordingly (in this example debit). The pinpad that has been installed may allow for cash back. After the customer enters their pin they will be asked if they would like cash back. If no is selected customer will be asked to confirm amount and then the transaction will process for the price of the items on the invoice. If yes is selected customer will be asked to enter the cash back amount. They will then be asked to confirm the total price of the items on the invoice plus the cash back amount requested. Note: A Max Cash Back amount must be specified, in order to get cash back on a debit transaction. Note: If no pinpad is installed, Debit Cards (with a credit card logo) will be processed as credit cards. 10 P a g e

11 Credit Card Settlement Info 1. Select the Manager or Options button. 2. Enter the administrator password (default: admin) where applicable. 3. Select Administrative then, Credit Card Settlement. At this window we can do the following: Add Tip - Add a tip to an existing transaction. You will be prompted for the invoice number and then the tip amount for that transaction. Settle - This will batch your transactions on the station you are working on. Report - This will display the Batch Status Report window. Failed Transactions - Will display all the transactions that failed to batch. Exit - Will exit from this screen. When transactions have not been settled the screen (pictured left) will be displayed every 24 hours until the transactions are settled. 11 P a g e

12 Batch Status Report Window This window will display the following information: StationID - This will display all of the stationid's. Last Batch CC/Debit/EBT - This will display the date that the last CC/Debit/EBT batch occurred. If the date is displayed in RED then the last batch was ran more than 48 hours ago. Transaction CC/Debit/EBT Count - This will display the total number of CC/Debit/EBT Batch transactions. Total Value CC/Debit/EBT - This will display the total value of CC/Debit/EBT Batch transactions. Last Batch Check - This will display the date that the last Check batch occurred. If the date is displayed in RED then the last batch was ran more than 48 hours ago. Transaction Check Count - This will display the total number of Check Batch transactions. Total Value Check - This will display the total value of Check Batch transactions. Done - Will exit from this screen. 12 P a g e

13 Transaction Settlement NOTE: Credit Card Settlements MUST be run on EACH station in your establishment. 1. Select the Manager or Options button. 2. Enter the administrator password (default: admin) where applicable. 3. Select Administrative then, Credit Card Settlement. 4. Select Settle. You should receive notification that the transactions settled successfully. 13 P a g e

14 Transaction Settlement: On EOD CRE/RPE can settle the credit card transactions when the end of day is run. To configure this feature please see below: 1. Select the Manager or Options button. 2. Enter the administrator password (default: admin) where applicable. 3. Select Setup then, Setup Screen. 4. At the Setup Screen select the Payment Processing tab then, select the Other Options tab underneath that. 5. Select the option Perform Batch Settlement On EndofDay. 6. When finished configuring your options select Update. When running the End of Day by one of the two ways below, the credit card transactions will be settled. Selecting File from the login screen, then selecting End of Day. Or Selecting End of Day from the Tools menu of the Manager/Options screen. Note: If there is more than one station in your establishment then a credit card settlement MUST be run on EVERY station. This feature will only settle the credit cards on the station where the end of day is performed, and this feature is configured. 14 P a g e

15 Transaction Settlement: Auto Settlement CRE/RPE can settle the credit card transactions automatically on one station at a specific time. This feature will also send an to a specified address when the settlement is complete. To configure this feature please see below: 1. Select the Manager or Options button. 2. Enter the administrator password (default: admin) where applicable. 3. Select Setup then, Setup Screen. 4. At the Setup Screen select the Payment Processing tab then, select the Other Options tab underneath that. 5. Select the option Perform Auto Settlement then: Enter a Settlement Time. It is recommended to have the settlement run after the business closes. Enter an Address. This will send an with the status to the specified address. 6. When finished configuring your options select Update. Note: If a manual transaction settlement is performed before the scheduled auto-settlement, then the auto-settlement will not occur until the next scheduled time. The auto-settlement feature runs on a 24 hour clock, meaning the auto-settlement will only run if 24 hours have passed and no manual settlement has been performed. For example: If the auto-settlement is configured for 10:00 pm and a manual settlement is performed on Monday at 9:00pm, the auto-settlement will not run until Tuesday at 10:00 pm. Note: If there is more than one station in your establishment then a credit card settlement MUST be run on EVERY station. This feature will only settle the credit cards on EACH station where this feature is configured (for example if there is three stations in your establishment, this feature must be configured on all three stations). Auto Settlement Customers using FDMS Nash-North (Datawire) in a retail / quick service environment can also contact FirstData for auto settlement options. 15 P a g e