One Blue Hill Plaza, 16th Floor, PO Box 1546 Pearl River, NY 10965 1-800-PC-AMERICA, 1-800-722-6374 (Voice) 845-920-0800 (Fax) 845-920-0880 Setting up Vantiv (fka Fifth Third) Tandem Credit Card / Debit Card Processing in Retail/Quick Service The following documentation will provide instructions for configuring Vantiv (fka Fifth Third) Tandem St. Pete to process credit and debit cards with CRE/RPE in a (US) 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 Vantiv (fka Fifth Third) Tandem. Note: To use Vantiv (fka Fifth Third) Tandem you must be using version 12.5 or above. 1 P a g e
Overview When using Vantiv (fka Fifth Third) Tandem in a (US) retail/quick service environment the transactions are processed via Host Capture* (see below) and the following steps should be completed: *Host Capture All transaction information is saved by the payment processor. Host capture via Vantiv (fka Fifth Third) Tandem allows CRE/RPE to send a settlement command, or have the option to auto-settle at a certain time of the day. 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 Vantiv (fka Fifth Third) Tandem Platform Processing a Credit Card Transaction Processing a Debit Card Transaction Transaction Settlement Transaction Settlement: On EOD Transaction Settlement: Auto Settlement Transaction Settlement: Report For instructions on configuring other payment types offered by Vantiv (fka Fifth Third) Tandem in a retail / quick service environment please see below: EBT (Electronic Benefits Transfer) o http://faq.pcamerica.com/file-lockers/pdf-locker/5-3_ebt.pdf Gift Card o http://faq.pcamerica.com/file-lockers/pdf-locker/5-3_gc.pdf Note: The account MUST be provisioned to perform Credit and Debit Card transactions in a retail/quick service environment prior to any configuration in CRE/RPE. 2 P a g e
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: http://faq.pcamerica.com/hardware/pinpad 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. 3 P a g e
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. 4 P a g e
Configuring CRE/RPE for Credit Card and Debit Card Transactions with the Vantiv (fka Fifth Third) Tandem 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. Select Credit/Debit. 6. Select Fifth Third Tandem as the Payment Processor. 7. Under the Primary URL make sure the appropriate URL is entered: https://prod.ssl53.com/auth 8. Under User Name enter PCAmrC5A (CASE SENSITIVE). 9. Under Password enter WQ73YY6n (CASE SENSITIVE). 10. The following information should be provided from Vantiv (fka Fifth Third): The Merchant Number, Terminal Number and Bank ID. Note: The Account setup information may be the same information used for EBT and Gift Card transactions (provided the account has been provisioned, accordingly). 11. If Debit cards (with pin) will be accepted as a tender type, Process Debit Cards through this Credit Card Processor MUST be checked. 12. 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). 13. Select Update to save your changes. Note: The same MID should be used on every station, however a separate TID may be required for each station. 5 P a g e
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. 6 P a g e
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. 7 P a g e
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. 8 P a g e
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. 9 P a g e
Transaction Settlement 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. 10 P a g e
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. 11 P a g e
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 email 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 Email Address. This will send an email 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. For more information on configuring the auto-settlement feature please see below: http://faq.pcamerica.com/file-lockers/pdf-locker/auto-settlement_feature.pdf Auto Settlement Customers using Vantiv (fka Fifth Third) Tandem can also contact Vantiv (5/3) for auto settlement options. 12 P a g e
Transaction Settlement: Report 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 Report. 13 P a g e
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. Done - Will exit from this screen. 14 P a g e