Finalizing a Credit Card Payment in CPS Air

After you have selected the the Finalize The Finalize button will also contain the amount that is to be finalized, for example: [Finalize $72.39] button, and selected the Credit Card button from the pop-up the Credit payment screen displays as the payment method; do the following to process the payment at the Credit Card payment screen:

1. Swipe the credit card. The Credit Card screen displays with the amounts in the Total field, Tips field (if set) Note: A default tip can be set in the Tools | Options | Reference Tables | Terminal Information | iOS Setting tab, then scroll down to Tips and Gratuity., and Amount due.

Note: You can also select the Manual button and enter the card number, then select the next button on the keypad. The name on the card populates and the next screen displays.

2. To add a tip, do one of the following:

• Select the 15% and 20% quick buttons at the left to automatically calculate a tip.

• Move the red slider up or down to customize a tip value on the percentage scale.
  
  
  

Note: You can allow the customer to adjust the tip amount if you'd like by handing them the iPad.

5. Have the customer touch the Confirm and Sign button. The signature screen displays.

Note: If you have disabled the signature for credit cards and gift cards the next screen displays with only an Accept button. Select it and skip the next step.

6. Have the customer sign the signature field using a fingertip or a stylus, and then touch the green Accept Signature button. The receipt screen displays.

Select the customer's preferred method of receiving the receipt The receipt options need to be set up. :



• No Receipt - select to when a receipt is not wanted and to advance back to the screen you started the payment process.
• Print Receipt (printer icon) - select to send the receipt to the printer.
• Email Receipt (paper airplane icon) - before you select this option, enter or double-check If this is a member in the system that you typed into Customer Look Up field in the Sales screen and selected, their email could be displayed already. the email address of the customer in the email field at the top of the iPad screen, then select Email Receipt. The email will be sent using the template you set up for email receipts.

Note: If an email is not constructed correctly as in, there is not @ symbol or it doesn't end in a dot-something, for example, .com, an error message displays and you will need to re-enter the email address correctly; however, if an email is wrong, there is no way of knowing that it bounced and no way of retrieving that email.

The receipt will be printed or will be emailed accordingly. The customer's sale is now complete and will be available in the list of daily transactions that are documented under the Sale Lookup button.