Processing Card Payments with POP

Introduction

Point-of-purchase (POP) systems offer various methods for collecting payments, making transactions seamless for both businesses and customers. In this article, we'll explore the steps to collect payments using POP, including card payments, cash transactions, QR code payments, and gift card payments.

Collecting Payments via Card
How to Process Cash Payment Using POP
How to Process Gift Card Payment Using POP
Sample Copy of Receipts that Customers Receive Via SMS and Email

Collecting Payments via Card

Card payments are a common and convenient way to process transactions with POP. Here's how it's done:

Step 1: Tap Charge

Begin the transaction by tapping the "Charge" option.

Step 2: Select Card

Choose "Card" as the payment method. Please note that card payments will only go through if the card reader is set up properly within your POP system.

(Disclaimer: Card payment will only go through if Card Reader has been set up properly in POP.)

Step 3: Insert the Card

Ask the customer to insert their card into the card reader and complete the payment.

Step 4: Successful Payment - Upon successful payment confirmation (unless declined), you'll see a "Successful Payment" message. Customers can choose to receive a copy of the receipt via physical print, SMS, or email. If they prefer digital, enter their information and click "Send." If not, tap "No Thanks."

Step 5: Printing Receipt

If needed, you can also print the bill and receipt by selecting the appropriate options in the dropdown menu.

For handheld devices with built-in printers, the receipt will print directly from the device. (Poynt P61B & Poynt P5 w. Printer sleeve).
For handheld devices connected to printers via a docking station, the handheld device needs to be securely docked in the station connected to a printer via USB.
For handheld devices connected to printers via the network, ensure that the handheld device and the printer are associated with the same network.

How to Process Cash Payment Using POP

Collecting Payments in Cash: Another payment method in POP is cash. Here's how to process cash payments:

The steps are as follows:

Step 1: Tap Charge.

Step 2: Select Cash as a payment method.

Step 3: The very top shows the Total Due amount. You have the option to either input the amount or tap on an easy tender amount the customer has tendered.

Step 4: Once done, the customer's change will be displayed on top (if applicable). Customers then have the option to get a copy of the receipt either via physical print copy, SMS, or email. If you opt-in for a digital copy, select customer preference and click "Send". If they opt not to receive, tap "No Thanks".

Step 5: Printing the bill and/or receipt is also available. Just click the dropdown arrow check one of the boxes then Print.

For handheld devices with built-in printers, the receipt will print directly from the device. (Poynt P61B & Poynt P5 w. Printer sleeve).
For handheld devices connected to printers via a docking station, the handheld device needs to be securely docked in the station connected to a printer via USB.
For handheld devices connected to printers via the network, ensure that the handheld device and the printer are associated with the same network.

How to Process QR Code Payment Using POP

QR Code payment is the third way of collecting payment using Point-of-Purchase (POP).

Follow the steps below:

Step 1: Tap Charge.

Step 2: Select QR Code as a payment method.
(Disclaimer: QR Code option will only be available if it has been enabled.)

Step 3: Request the customer to scan the QR Code shown on the screen and complete the payment flow. (Advise them to download a QR Scanner if they don't have one.)

Step 4: After scanning the QR Code, customers can proceed with payment by entering the card details on a secured browser payment portal. Upon confirmation, a “Payment Successful” message will appear on both screens unless declined.

(See images below)

How to Process Gift Card Payment Using POP

The last payment method available in POP is the Gift Card.

To process this payment, you may follow the steps below:
(Prior to using gift cards, ensure you have completed the integration with a gift card provider using the eatOS Dashboard Integrations Marketplace)

Step 1: Tap Charge.

Step 2: Select Gift Card as a payment method.
(Note: the gift card option will only be accessible if the gift card provider integration is successfully completed)

Step 3: Enter the Gift Card number.
(Note: The card has to be valid and active for the payment to go through)

Step 4: Once the Gift Card has been validated, its balance will be shown (this is to give an idea of how much is inside the card and if the full amount can be tendered). You will need to enter the "Total Due" amount and tap Apply Charge to Gift Card.

Step 5: Once done, you will see a “Successful Payment” message. Customers then have the option to get a copy of the receipt either via physical print copy, SMS, or email. If they opt in for digital copy, select customer preference and click "Send". If they opt not to receive, tap "No Thanks".

Sample Copy of Receipts that Customers Receive Via SMS and Email

SMS

Updated on: 10/30/2024

Was this article helpful?

Thank you!